What are the responsibilities and job description for the Accounting Coordinator position at SourcePoint (DE)?
At SourcePoint, every team member from accounting to wellness contributes to our mission to help Delaware County adults 55 and better thrive after 55, live safely at home, and stay healthy as they age. Apply to become part of an incredible organization that brings a wide variety of expertise and talents together under one roof.
Summary
The Accounting Coordinator is responsible for performing accounts receivable/invoicing, general ledger support, accounts payable functions, and collections efforts, along with other accounting-related tasks as assigned. This role requires accuracy, efficiency, and professionalism to maintain SourcePoint’s reputation and ensure smooth financial operations. The Accounting Coordinator reports to the Accounting Manager and plays a key role in financial processing and reporting.
- Reports to: Accounting Manager
- FLSA: Full-time hourly (nonexempt)
- Pay:
- Benefits: health insurance, dental insurance, vision insurance, retirement savings plan (even if you do not contribute), and generous paid time off
Essential Job Functions
Accounts Receivable / Invoicing
- Accurately invoice clients and customers.
- Apply payments to accounts and prepare deposits.
- Research and respond to account inquiries.
- Maintain client and customer account records in FamCare and other relevant systems.
Accounts Receivable / Subsidiary Databases
- Accurately record all client transactions from FamCare and ActiveNet into the accounting system.
- Ensure proper tracking and reconciliation of donation records in Donor Perfect, researching discrepancies between Donor Perfect and the general ledger.
- Perform regular reconciliations to ensure data integrity across all systems.
Collections & Delinquent Accounts
- Monitor and follow up on past-due accounts by contacting responsible parties via phone, email, and mail.
- Work closely with Care Consultants to resolve outstanding balances on active client accounts.
- Negotiate payment arrangements and document agreed-upon terms.
- Recommend actions to the Accounting Manager regarding delinquent accounts, including escalation or potential write-offs.
Accounts Payable
- Provide backup and support for accounts payable processing.
- Review and process provider invoices for data entry into NetSuite.
- Assist with vendor payment processing and reconciliation as needed.
Banking & ACH Transactions
- Assist with bank reconciliations and ACH processing as needed.
- Support cash deposit preparation and tracking.
General Ledger & Financial Reporting Support
- Assist with month-end closing processes, including journal entries and reconciliation tasks.
- Support the preparation of financial statements and reports.
- Ensure data accuracy and compliance with financial policies and procedures.
Education & Experience
- High School Diploma or GED required; associate’s or bachelor’s degree in accounting or related field preferred.
- Experience in accounts receivable, accounts payable, and general ledger reconciliation.
- Proficiency in PC-based accounting software (NetSuite experience preferred).
- Strong experience with collections and account follow-ups.
- Experience with word processing and spreadsheet applications (Microsoft Word, Excel, etc.).
Required Skills & Abilities
- Proficiency in accounting software (NetSuite preferred) and database management (FamCare, Donor Perfect, ActiveNet).
- Ability to operate standard office equipment (computer, copier, calculator, fax, etc.).
- Strong data entry skills with a high level of accuracy.
- Ability to manage multiple tasks, prioritize effectively, and meet deadlines.
- Professionalism in interacting with clients, vendors, and internal staff.
- Strong problem-solving and analytical skills.
- Excellent written and verbal communication skills.
- Strong attention to detail, accuracy, and organizational skills.
Essential Physical Requirements & Working Conditions
- Ability to remain stationary for extended periods (approximately 50% of the time).
- Occasional movement within the office to access files and equipment.
- Frequent computer use and communication with other departments.
- Capacity to perform extensive reading and data analysis.
Other
It is recognized that in any organization, particularly a small organization, it is necessary to assume new responsibilities appropriate to ensure a smooth continuity of operations within the organization. Not only is the community aging planner required to wear many hats, but it is expected that this person will be familiar with the work of others to the point of being able to fill in temporarily. It is also anticipated that other organizational needs will emerge from time to time which will be assigned to the planner.
About SourcePoint
SourcePoint helps Delaware County adults 55 and better live safely at home and stay healthy as they age. We provide in-home care like Meals on Wheels, a large community center, support for caregivers, and more. And we want you on our team! Join a wonderful organization that brings a wide variety of expertise and talents together under one roof. At SourcePoint, every team member, from accounting to wellness, contributes to our mission to help our community live well after 55.
A Final Note
You do not need to match every listed expectation to apply for this position. At SourcePoint, we know diverse perspectives foster the innovation we need to be successful, and we are committed to building a team that encompasses a variety of backgrounds, experiences, and skills.
February 2025
Equal Opportunity Employment:
SourcePoint is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, disability, marital status, or veteran status.
