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The Finance Coordinator plays a key administrative and operational role in supporting the financial functions of Premium Health. Working closely with the Chief Financial Officer (CFO), this position ensures the Finance Department runs smoothly by managing schedules, preparing for and following up on meetings, supporting departmental communication, and helping to coordinate ongoing projects. In addition to core administrative duties, the Finance Coordinator contributes to the financial health of the organization by assisting with budgeting and departmental expense tracking. With a focus on detail, organization, and confidentiality, the Finance Coordinator helps maintain financial accuracy and accountability—essential to delivering quality, community-based care to the patients we serve.
Job Responsibility:
Prepare agendas, materials, and background documents for meetings led or attended by the CFO
Take detailed notes during meetings and summarize action items
distribute notes and follow up on next steps to ensure accountability
Track and monitor the status of open projects and departmental initiatives
proactively follow up to support progress and completion
Manage and maintain the CFO’s calendar, including scheduling meetings, anticipating conflicts, and prioritizing engagements
Monitor and assist the CFO in reviewing and responding to email communications, ensuring timely and appropriate follow-up
Provide interim support for Finance team members who are out of office due to leave or other absences
Act as a liaison for the Finance team by coordinating the collection and dissemination of information internally and across departments
Assist in planning, monitoring, and managing departmental budgets and expenditures in collaboration with the CFO
Use basic Excel functions to support data entry, budget tracking, and financial analysis tasks
Support and execute special projects and tasks assigned by the CFO, ensuring attention to detail and deadlines
Maintain confidentiality and demonstrate discretion in handling sensitive financial and personnel information
Adapt to changing priorities and support the evolving administrative and financial needs of the department
Requirements:
High school diploma or equivalent required
Associate’s degree in Bookkeeping, Accounting, Finance, or related field, or equivalent office experience preferred
Bachelor’s degree in Accounting, Finance, or related field preferred
1–3 years of experience in a finance, accounting, or administrative support role, preferably in a professional office setting
Basic understanding of accounting/bookkeeping principles and departmental budgeting
Strong mathematical and analytical skills
Proficient in Microsoft Excel, including use of basic formulas, formatting, and data organization
Skilled in Microsoft Office Suite
experience with accounting software (QuickBooks, Sage, etc.) preferred
Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines
Strong verbal and written communication skills
Excellent interpersonal skills with the ability to collaborate across departments
Proven ability to work independently and proactively, with minimal supervision
High attention to detail and a strong commitment to accuracy and follow-through
Demonstrated discretion and ability to maintain confidentiality with sensitive financial and personnel information
Adaptability to shifting priorities and evolving departmental needs
What we offer:
Public Service Loan Forgiveness (PSLF)
Paid Time Off
Medical, Dental, Vision and Life coverage with Non Stop Wellness (MERP)
Flexible Spending Account
Employee Assistance Program
403(b) Retirement Plans with employer matching contribution
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