Finance & Administration Specialist - Technology Services

Finance & Administration Specialist - Technology Services

Blue Bell, PA

(Full Time, Permanent Opportunity)

Position Summary:

We are seeking an experienced and highly organized Finance & Administration Specialist to support the financial and administrative operations of our technology services firm.

This is a hands-on individual contributor role for someone who combines strong accounting and administrative skills with an understanding of the systems, processes, and recurring-revenue business model used by Managed Service Providers (MSPs) and technology services companies.

The successful candidate will be comfortable working across financial and operational systems and understanding how information flows between them. This includes client agreements, recurring services, software licensing, procurement, billing, accounts receivable, accounts payable, and the accounting system.

Experience working with ConnectWise Manage or a comparable PSA platform is strongly preferred. We are looking for someone who can understand the processes behind the systems—not simply enter transactions.

Key Responsibilities:

Finance & Accounting
* Manage monthly recurring, project, product, and other client billing, ensuring invoices are accurate and issued on schedule.
* Maintain accounts receivable, monitor aging, and professionally follow up with clients regarding outstanding balances.
* Process accounts payable, review vendor invoices, maintain supporting documentation, and coordinate payments.
* Reconcile bank accounts, credit cards, vendor statements, and balance sheet accounts.
* Maintain accurate accounting records and assist with general ledger activities and journal entries.
* Support monthly financial close and preparation of management financial reports.
* Assist with accruals, prepaid expenses, deferred revenue, and other accounting activities.
* Support payroll processing and related payroll administration.
* Assist with sales/use tax filings and other routine financial compliance requirements.
* Maintain organized financial records and supporting documentation for year-end accounting, tax preparation, audits, and other reporting requirements.

MSP Billing, Systems & Process Administration
* Understand and administer the financial processes associated with an MSP/technology services business, including recurring agreements, project billing, product sales, software subscriptions, and client additions and changes.
* Work within ConnectWise Manage to maintain and review agreements, billing information, products, additions, and other financial data.
* Understand the relationship between the PSA, quoting/procurement systems, vendor billing, and the accounting platform.
* Reconcile recurring software and technology vendor charges against client agreements and quantities.
* Help ensure new services, licensing changes, and other recurring charges are properly reflected in both client billing and vendor costs.
* Identify discrepancies between operational systems, vendor invoices, client agreements, and accounting records and follow them through to resolution.
* Maintain accurate financial and operational data across systems.
* Develop a working understanding of the company's workflows and help ensure established processes are consistently followed.
* Identify opportunities to simplify, document, automate, and improve financial and administrative processes.

Business & Administrative Support
* Provide administrative and operational support to company leadership and other departments.
* Assist with vendor administration, contracts, renewals, insurance documentation, and other business records.
* Maintain organized corporate, financial, and administrative files and records.
* Coordinate routine administrative activities and follow up on outstanding items across departments.
* Assist with purchasing, expense administration, and vendor relationships.
* Support employee-related administrative activities and documentation as needed.
* Assist with special projects and other responsibilities that support the efficient operation of the company.

What We're Looking For:

This position is particularly well suited to someone who:

* Understands that accurate accounting depends on understanding the operational processes behind the transactions.
* Can learn a workflow from beginning to end and recognize when something does not look right.
* Is comfortable moving between accounting, PSA, CRM, vendor, and other business systems.
* Enjoys investigating discrepancies and solving problems rather than simply processing transactions.
* Is exceptionally organized and detail oriented.
* Can manage multiple priorities and deadlines independently.
* Takes ownership of responsibilities and follows issues through to completion.
* Communicates professionally with clients, vendors, employees, and outside partners.
* Exercises discretion when handling confidential financial and business information.
* Is comfortable learning new technology and systems.
* Looks for opportunities to improve processes rather than simply maintaining existing procedures.
* Is willing to handle both financial responsibilities and the administrative tasks necessary to keep the business operating effectively.

Keyword: General Accounting, Project Accounting, AP, AR, Reconciliations, Payroll, Service Agreement accounting
Required Experience:

Qualifications:

* 5+ years of bookkeeping, accounting, finance administration, or similar experience.
* Strong practical experience with accounts receivable, accounts payable, billing, reconciliations, and general accounting.
* Experience working in an MSP, IT services, SaaS, technology, or other recurring-revenue environment strongly preferred.
* Experience with ConnectWise Manage or another PSA platform strongly preferred.
* Demonstrated ability to understand how multiple business systems and processes work together.
* Experience reconciling recurring vendor costs, software licensing, subscriptions, or usage-based services is highly desirable.
* Working knowledge of accrual accounting and general accounting principles.
* Strong proficiency with Microsoft Excel and Microsoft 365.
* Experience with Sage Intacct a plus.
* Associate's or Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred; equivalent relevant experience will also be considered.

Benefits:

Salary and Benefits

From: Midatlantic Employers' Association