Financial Coordinator

Job Description

Job Description

Position Title: Financial Coordinator
Department: Finance
Reports To: Financial Accountant / Director of Finance
Employment Type: Full-Time
Location: Grasonville, MD *only 15 minutes over Bay Bridge and 20 minutes from Annapolis*

Hourly Rate: $24-$26

Coastal Pools is one of the area’s leading custom pool builders, dedicated to making an impact and creating an extraordinary experience for our customers — building quality pools, providing exceptional service, giving back to the communities where we work and live, and fostering a culture of opportunity and growth for our Associates throughout their careers. We’ve been recognized as 2026 Best of Annapolis & Eastern Shore and consistently rank among the top pool builders in the region.

Position Summary

The Financial Coordinator provides day-to-day transactional and administrative support to Coastal Pools' Finance team, with primary responsibility for accurate and timely Accounts Payable processing, Accounts Receivable support, expense reimbursements, vendor maintenance, financial data entry, and recordkeeping.

This position serves as an important execution layer within the Finance function. The Financial Coordinator is expected to maintain accurate records, follow established financial processes, protect confidential information, identify discrepancies, and ask questions rather than make assumptions when information is unclear.

This is also a developmental opportunity for someone interested in building a career in accounting and finance, with the potential to progress toward a Senior Financial Coordinator or Accountant track as their skills and knowledge develop.

Essential Duties & Responsibilities

Accounts Payable

• Enter vendor invoices into the accounting system with accurate coding.
• Match invoices to purchase orders and receiving documentation.
• Prepare weekly AP runs for review and approval.
• Reconcile vendor statements and investigate discrepancies.
• Communicate professionally with vendors regarding invoice and payment questions.

Accounts Receivable

• Generate and distribute customer invoices accurately and on time.
• Apply customer payments and reconcile payments against open receivables.
• Assist with collections by sending statements and follow-up communications under direction.
• Maintain accurate customer payment records.

Expenses & Reimbursements

• Process employee expense reports and reimbursements.
• Verify receipts, documentation, and proper coding in accordance with company policy.
• Identify and flag exceptions for review.

Vendor Management

• Set up new vendors and collect required documentation, including W-9s, banking information, and payment terms.
• Maintain accurate and current vendor master records.
• Prepare 1099 information and assist with year-end vendor reporting.

Financial Data & Recordkeeping

• Maintain organized digital and physical financial records.
• Accurately enter financial transactions and other accounting data.
• Assist with journal entries under the guidance of accounting leadership.
• Support month-end close activities, including cutoff verification and reconciliation preparation.

Finance Department Support

• Respond professionally to vendor and internal inquiries.
• Assist the Financial Accountant and Director of Finance with reporting, research, and special projects.
• Maintain strict confidentiality regarding company, employee, customer, and vendor financial information.
• Perform other finance-related responsibilities as assigned.

Qualifications

Required/Preferred Experience

• High school diploma or equivalent required.
• Associate degree in Accounting, Finance, Business Administration, or related field preferred.
• Previous bookkeeping, Accounts Payable, Accounts Receivable, finance, or administrative accounting experience preferred.
• Comfortable working with accounting systems, Microsoft Excel, and other business software.
• Experience working with invoices, purchase orders, expense reports, reconciliations, or financial records is a plus.

Knowledge, Skills & Competencies

The successful candidate should demonstrate:

• Strong attention to detail and numerical accuracy.
• Excellent organizational and recordkeeping skills.
• Ability to manage recurring deadlines and multiple priorities.
• Comfort learning new software and financial processes.
• Sound judgment and willingness to ask before guessing.
• Ability to identify discrepancies and follow through until they are resolved.
• Professional written and verbal communication.
• Dependability and consistent follow-through.
• Discretion when handling confidential financial information.
• Desire to learn and develop within accounting and finance.

What Success Looks Like

Success in this position isn't simply about processing transactions quickly. The Financial Coordinator should become someone the Finance team can depend on for accurate, organized, complete work .

The operating expectations for the role are:

Accuracy over speed. Get the entry right the first time and double-check work before moving forward.

Ask before guessing. When something is unclear, seek guidance from the Financial Accountant rather than making an assumption.

Stay organized. Keep files, records, vendor information, and recurring workflows current so that nothing falls through the cracks.

Protect confidentiality. Treat financial, employee, customer, and vendor information with appropriate discretion.

Earn the next step. Develop accounting knowledge and progressively take on greater responsibility, creating a potential path toward Senior Financial Coordinator or an Accountant-level position.

What We Offer

We believe great people deserve more than just a great place to work. Our competitive compensation and benefits package includes:

• Competitive base salary + performance-based incentive opportunity
• Medical, dental & vision insurance
• Retirement with company match
• Paid time off & paid holidays
• Company-paid life insurance
• Professional development & training opportunities
• Company-provided technology/tools
• Mileage reimbursement or vehicle allowance, as applicable
• Career growth and advancement opportunities
• Employee recognition & company events
• A collaborative, team-focused work environment
• The opportunity to make a meaningful impact in a growing organization