Accounting Operations Coordinator

Position Summary

The Accounting Operations Coordinator is responsible for ensuring client accounting work moves efficiently and accurately from initiation through completion. Serving as a key quality-control and workflow management resource, this role reviews payroll, accounts payable, bookkeeping, and other accounting deliverables for completeness and accuracy before client delivery. The Coordinator tracks deadlines, manages workflows, coordinates approvals, and facilitates communication between internal teams and clients to ensure exceptional service and timely execution.

This position does not perform accounting transactions directly. Instead, it serves as a second level of review and operational support, helping maintain high quality standards, process efficiency, and client satisfaction.

Key Responsibilities

Workflow & Project Coordination

• Manage and monitor the progress of client accounting work across payroll, accounts payable, bookkeeping, and related services.
• Coordinate assignments, deliverables, and timelines to ensure deadlines are consistently met.
• Track outstanding items, approvals, and client requests to keep work moving efficiently.
• Maintain workflow tracking systems and communicate status updates to team members and leadership.

Quality Control & Review

• Review accounting deliverables for completeness, accuracy, and adherence to established procedures before client delivery.
• Identify discrepancies, inconsistencies, or missing information and coordinate corrective action with the appropriate team members.
• Verify that required documentation, approvals, and supporting records are properly maintained.
• Help ensure compliance with firm standards, internal controls, and service expectations.

Client & Team Communication

• Serve as a point of coordination between clients and internal accounting staff.
• Follow up on outstanding requests, approvals, and documentation needed to complete client work.
• Communicate effectively regarding timelines, priorities, and deliverable status.
• Support a positive client experience through proactive communication and responsiveness.

Process Improvement

• Assist in identifying workflow bottlenecks and process inefficiencies.
• Recommend and support implementation of operational improvements that increase accuracy and efficiency.
• Help develop and maintain standard operating procedures and workflow documentation.

Qualifications

Required

• Associate's degree or equivalent professional experience in Accounting, Business Administration, Finance, or a related field.
• 3+ years of experience in accounting administration, bookkeeping support, payroll coordination, accounts payable, accounting operations, or a related role.
• Strong organizational and time-management skills with the ability to prioritize multiple deadlines.
• Exceptional attention to detail and accuracy.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office, particularly Excel.
• Experience working within accounting, payroll, or bookkeeping software platforms.

Preferred

• Experience working in a public accounting firm, bookkeeping service, payroll provider, or multi-client environment.
• Familiarity with QuickBooks Online, Bill.com, Gusto, ADP, or similar platforms.
• Experience reviewing accounting or payroll work for accuracy and completeness.
• Knowledge of accounting workflows and financial operations processes.

Core Competencies

• Attention to Detail
• Quality Assurance & Review
• Workflow Management
• Deadline Management
• Client Service Excellence
• Task Coordination
• Problem Solving
• Process Improvement
• Communication & Follow-Through
• Accountability