What are the responsibilities and job description for the Financial Operations Coordinator position at Cobalt Service Partners?
Piedmont Door Solutions, has been the Southeast’s leading choice in pedestrian door and entrance solutions since 2001. With each job, we pride ourselves in unmatched customer service, passion for detail, and catering to our clients' unique needs.
Piedmont Door Solutions is seeking a Financial Operations Coordinator to join our corporate operations team at our Charlotte, NC branch. We’re looking for a sharp, detail-oriented individual to support a variety of financial and administrative functions. This role is perfect for someone who is organized, eager to learn, and ready to make a meaningful contribution. This is an excellent opportunity for someone looking to be part of a growing team and advance their career in a collaborative, dynamic work environment. You will assist with tasks ranging from compliance documentation and audit preparation to maintaining business registrations and supporting reporting processes. This position will also serve as a primary point of contact for our private equity partner’s regional controller, helping to ensure communication is clear and documentation is timely.
In this role you will...
Piedmont Door Solutions has businesses and role openings in Charlotte, Greensboro, and Raleigh, NC; Columbia, SC; Atlanta, GA; Birmingham, AL; Lake Worth, FL; and Dallas and Houston, TX. Depending on which location you choose, you may have to drive up to 2 hours to job sites.
Benefits
Piedmont Door Solutions is seeking a Financial Operations Coordinator to join our corporate operations team at our Charlotte, NC branch. We’re looking for a sharp, detail-oriented individual to support a variety of financial and administrative functions. This role is perfect for someone who is organized, eager to learn, and ready to make a meaningful contribution. This is an excellent opportunity for someone looking to be part of a growing team and advance their career in a collaborative, dynamic work environment. You will assist with tasks ranging from compliance documentation and audit preparation to maintaining business registrations and supporting reporting processes. This position will also serve as a primary point of contact for our private equity partner’s regional controller, helping to ensure communication is clear and documentation is timely.
In this role you will...
- Data & Document Collection: Support audit preparation, internal reviews, and ongoing compliance by collecting and organizing key documents and data.
- Business License & Registration Management: Maintain and track all company business licenses, registrations, and renewals across jurisdictions.
- Accounting Tasks: Manage various accounting tasks, including system entry as directed by the PDS Controller or Director of Partnerships, business license management, and other system-related assignments.
- Accruals: Perform monthly accruals for payroll and other key financial areas such as leases.
- Audit & Compliance Support: Assist in preparing documentation for internal and external audits, insurance audits, and other compliance-related initiatives.
- Reporting Assistance: Help with basic financial or operational reporting, pulling saved searches, or supporting ad-hoc data needs.
- PE Partner Communication: Act as the primary contact for communication and document exchange with the PE firm’s regional controller.
- Strong organizational and communication skills
- Basic Excel skills (Power Query or SQL experience is a plus but not required)
- Ability to learn and work within business systems like NetSuite
- A flexible, proactive mindset and willingness to take on a variety of tasks
- Interest in developing broader skills in finance, compliance, or business operations over time
- Prior office or administrative experience is helpful, but not required
Piedmont Door Solutions has businesses and role openings in Charlotte, Greensboro, and Raleigh, NC; Columbia, SC; Atlanta, GA; Birmingham, AL; Lake Worth, FL; and Dallas and Houston, TX. Depending on which location you choose, you may have to drive up to 2 hours to job sites.
Benefits
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
- Paid time off
- Ongoing training and development opportunities
- Salary range: $65,000 – $75,000 depending on experience
Salary : $65,000 - $75,000
