Finance Coordinator

Are you a detail-oriented bookkeeper who enjoys keeping financial information accurate, organized, and on track? Strategic Association Management (SAM) is looking for a Bookkeeper / Finance Coordinator to support the day-to-day bookkeeping needs of multiple association clients.

The Bookkeeper/ Finance Coordinator at SAM serves as a multi-client bookkeeper and ensures partner organization finances are presented accurately and efficiently. Successful candidates will need strong data entry skills with a knack for numbers in order to accurately record all day-to-day transactions for multiple organizations.

The Bookkeeper / Finance Coordinator must be self-motivated, collaborative, and comfortable working in a fast-paced, flexible environment. This role is a great fit for someone who enjoys detailed, process-driven work and takes pride in getting the numbers right. You'll manage recurring bookkeeping responsibilities across multiple client accounts, requiring strong organization, accuracy, and follow-through. Success in this role depends on producing consistent, high-quality work, following established procedures, and balancing competing priorities while meeting deadlines.

JOB TITLE: Bookkeeper / Finance Coordinator

SALARY RANGE: $48,000-$60,000

FLSA STATUS: Non-exempt

REPORTS TO: Finance & Operations Director

LOCATION: Hybrid - SAM is headquartered in Austin, TX

Primary Responsibilities of the Position

• Record day-to-day financial transactions for multiple partner organizations, including accounts payable, accounts receivable, deposits, and expenses. Standard client load varies from 8-12 clients
• Maintain accurate financial records and ensure transactions are recorded in accordance with established accounting procedures
• Prepare bank deposits regularly
• Review financial data for accuracy, completeness, and compliance with organizational policies
• Keep accounts payable up to date by paying bills regularly ensuring each organization's expense approval policy is followed
• Organize and maintain financial files and documentation in accordance with recordkeeping requirements
• Assist team with accounts receivable
• Collaborate with the Finance team to improve processes and ensure efficient workflow
• Perform other bookkeeping and administrative duties as assigned.
• Maintain organized paper and electronic financial records for the finance department
• Work in conjunction with Finance Managers & Director to ensure all tax documents and filings are completed and be available to assist with financial audits

Experience & Skills 

• 1-2 years of bookkeeping, accounting support, Accounts Payable and Accounts Receivable, or similar financial experience; relevant education or internship experience may substitute
• Comfort working in Excel and learning new systems
• Strong attention to detail, numerical accuracy and transactional bookkeeping data entry skills
• Ability to stay organized while supporting multiple accounts and deadlines
• Experience using accounting software such as QuickBooks Online or similar financial management systems
• Excellent data entry, numerical accuracy, reconciliation support, and problem-solving skills
• Strong organizational, time management, and problem-solving skills, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Strong written and verbal communication skills with a customer service mindset
• Demonstrated integrity and the ability to maintain confidentiality when handling sensitive financial information
• Computer/technology tools proficiency, specifically with Microsoft Office Suite (this role heavily uses Microsoft Excel) and Mac OS (SAM is a Mac environment)
• Experience working with professional/trade associations/nonprofits is preferred
• Self-motivated, adaptable, and able to work both independently and collaboratively as part of a team.
• A"rolled-up sleeves/get it done"approach to work and role

Employee Experience

• The SAM staff team and culture reflects passionate individuals who create meaningful
  experiences through engaging and creative service and by honoring a diversity of thought and
  experience.
• Our values are defined by the active way in which we work to achieve them. In everything we do,
  it's critical that we consider the ways in which we: Build Trust, Seek Clarity, Stay Curious, Practice
  Empathy and Champion Growth.
• SAM is committed to creating and maintaining an employee experience that provides
  meaningful recognition and incentives, fosters inclusivity and belonging, and ensures
  professional and personal development and growth.
• The SAM Total Rewards program represents a robust, employee-driven engagement and
  incentive our program that intentionally addresses seven key elements that make up the
  comprehensive employee experience: Compensation, Benefits, Well-Being, Development and
  Support, Community Impact, Work Environment and Resources, and Diversity, Equity, and Inclusion.

Strategic Association Management (SAM) is an association management company (AMC) providing
professional management services for a diverse array of organizations. An AMC provides creative staffing,
strategic and administrative solutions for association and non-profit organizations. At SAM, a team of
experienced professionals takes care of day-to-day operations-increasing efficiency and enabling scalability-
so volunteers are empowered to pursue their organization's mission. Through long-term partnerships, our
clients experience organizational sustainability, growth and, ultimately, transformation.
SAM will provide equal opportunity to all employees and applicants for employment regardless of actual or
perceived race, color, national origin, citizenship status, age, religion, disability, sex, pregnancy, sexual
orientation, gender identity, military or veteran status, genetic information, or any other category protected by
applicable law