Top 2 Finance coordinator Jobs in Stockton, Ca

Operations & Finance Coordinator
Aginnovation LLC —Lodi, CA
- $64,000 - $68,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Coordinator for Orthodontic Office
Steven F Brizendine DDS, MS —Lodi, CA
- $25 - $28 an hour
- Full-time
- Background check
- Dental office
- Mid-level
- Health insurance
- 401(k)
Quick Apply

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Operations & Finance Coordinator

Aginnovation LLC
Lodi, CA

Quick Apply

Job Details

Full-time
$64,000 - $68,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
Paid sick time

Qualifications

Customer communication
Operational analysis
Bachelor's degree
Accounting
Organizational skills
Account management
Process management
Accounting

Full Job Description

Position Summary

The Operations & Finance Coordinator is a key member of the Customer Service team responsible for managing customer accounts, order administration, billing support, and operational processes while serving as a liaison between Customer Service and Finance. The role requires a strong accounting foundation to ensure accuracy in customer transactions, invoicing, collections, ERP system management, and customer account maintenance.

The ideal candidate will possess a bachelor’s degree in accounting and several years of progressive accounting experience, along with strong customer service and organizational skills. This role is responsible for supporting customer accounts, order management, invoicing, collections, and operational processes while ensuring data integrity across business systems. The position also serves as a backup to the Accounts Payable/Accounts Receivable Specialist.

Key Responsibilities

Customer Accounts & Operations

Support customer onboarding activities, including account setup, documentation collection, and maintenance of customer records.
Process customer orders accurately and efficiently from order entry through fulfillment.
Manage customer account information, ensuring records remain accurate and up to date.
Respond to customer inquiries and coordinate with internal departments to resolve order, delivery, billing, and service-related issues.
Maintain strong working relationships with customers through professional, responsive, and proactive communication.
Develop a thorough understanding of company products, services, and business processes to effectively support customers and internal stakeholders.
Serve as a key point of coordination between Customer Service, Sales, Operations, and Finance teams.

Billing, Collections & Financial Support

Generate and distribute customer invoices and maintain accurate customer account records.
Monitor accounts receivable aging and perform collection activities to support timely customer payments.
Serve as backup for Accounts Payable and Accounts Receivable functions, ensuring continuity of operations during absences or peak workload periods.
Maintain accurate financial transactions within Odoo ERP, including purchase orders, vendor bills, customer invoices, and account reconciliations.
Assist with budgeting, forecasting, and financial analysis activities as requested.
Support sales tax reporting, compliance requirements, and other accounting-related processes.
Identify and escalate accounting or transactional discrepancies to the Finance team as needed.

Systems, Data & Process Improvement

Maintain data accuracy and integrity within Odoo ERP and other business systems.
Ensure proper documentation and record retention for customer, financial, and operational activities.
Identify opportunities to improve workflows, increase efficiency, and strengthen business processes.
Collaborate with sales, operations, marketing, and finance teams to support company objectives.
Assist with special projects, reporting requests, and operational initiatives as assigned by leadership.

Pay: $64,000.00 - $68,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid sick time
Vision insurance

Education:

Bachelor's (Required)

Experience:

Accounting: 4 years (Required)

Ability to Commute:

Lodi, CA 95242 (Required)

Work Location: In person

Quick Apply

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finance coordinator jobs in stockton, ca

Operations & Finance Coordinator

Financial Coordinator for Orthodontic Office

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