Accounting Coordinator Position Agreement

NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. Such statements are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

JOB TITLE: Accounting Coordinator
REPORTS TO (Job Title): Owner / General Manager


Controls and maintains general ledgers and other financial and accounting records. Responsible for accurate, responsive analysis and reporting of financial and accounting information. Manages accounts payable, account receivable, and inventory functions. Prepares payroll and performs payroll-related duties. Supports the management and mission of the company.


  1. Days in Accounts Receivable
  2. Accurate of closing each month by the 10th day of the following month


  1. Responsible for accurate, responsive analysis and reporting of financial and accounting information for the company, including:
    1. Preparing monthly and annual balance sheets and income statements;
    2. Completing monthly bank reconciliations;
    3. Tracking of expenditure and depreciation information for tax filing and projections; and,
    4. Working with and reviewing external accounting firm regarding tax preparation and submittal.
  2. Responsible for all aspects of accounts payable by:
    1. Entering invoices into accounting software on a timely basis;
    2. Correctly recording invoices to appropriate account and class; and
    3. Writing checks to pay all accounts payable weekly, taking advantage of all cash discounts.
  3. Responsible for company inventory by:
    1. Taking monthly physical inventory counts;
    2. Calculating, researching and reconciling inventory variances; and
    3. Conferring with foremen, Production Manager, and General Manager as to how the product used is recorded on job completion sheets, what missing inventory may have been used for, etc.
  4. Responsible for entering the entire process of installation into accounting software by:
    1. At the completion of the installation, reviewing job folder for any changes to job/price;
    2. Creating an invoice for each customer/job as matches to completed proposal/job;
    3. Filing unpaid invoices and paperwork in Accounts Receivable file within the finance department or returning “Done & Paid” paperwork to production/service departments for final filing;
    4. Providing customer service – visit with customers in person or via telephone to answer billing questions, account balance questions, or to receive credit card payment information;
    5. Processing credit card payments as jobs are completed or as customers provide the credit card information to pay for a previous invoice;
    6. Matching up credit card payments to daily totals from the credit card processing companies.
  5. Maintain knowledge of payroll function by processing payroll regularly to include:
    1. Proofing, totaling and recording time cards in a timely manner;
    2. Preparing incentive worksheets, calculating incentive amounts
    3. Determining sales commissions due to respective employees;
    4. Reconciling employees’ receivables and posting to payroll records;
    5. Processing any benefits or other deductions, such as 401(k) and garnishments;
    6. Inputting and transmitting direct deposits and printing pay stubs; and
    7. Reconciling and paying payroll taxes.
  6. Regular and punctual attendance.


  1. Performs other related duties as assigned by management.

DIRECT REPORTS: Accounting Assistance


  1. Strong knowledge of accounting principles and practices.
  2. Skill in operating personal computer and programs such as spreadsheets and other accounting related software.
  3. Skill in math.
  4. Skills in logically presenting statistical information.
  5. Ability to prepare balance sheets, income statements, and similar financial reports.
  6. Ability to reconcile accounts.
  7. Ability to process payroll.
  8. Possess talent and personal traits:
    • Self Management
    • Problem Solving
    • Planning & Organization
    • Personal Accountability
    • Results Orientation
    • Conceptual Thinking
    • Decision Making
    • Integrity


  1. Bachelor’s Degree in accounting and/or finance is preferable;
  2. Three (3) to five (5) years experience in bookkeeping or accounting; or,
  3. An equivalent combination of education and experience.


0-24% 25-49% 50-74% 75-100%
Seeing: Must be able to see well enough to read reports, data, statistics & information on a computer screen. X
Hearing: Must be able to hear well enough to communicate on the telephone and in person. X
Standing/Walking: X
Must be able to operate computer & calculator
Climbing/Stooping/Kneeling: X

PHYSICAL DIMENSIONS for Lifting, Carrying, Pushing, Pulling:

Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to move objects. The job involves sitting most of the time. Jobs are sedentary if standing and/or walking are required only occasionally.

Behavioral Standards

  1. Calmness Don’t become rattled when the pressure is on.
  2. Commitment to Improvement Abide by processes that have been and are being developed with a consistent effort for improvement.
  3. Continue to Learn The search for knowledge keeps the mind alert and active, often resulting in innovations.
  4. Reasonableness It is one thing to be rational; it is quite another to be reasonable. To be rational is to rigidly impose the rules of formal Logic upon life and all human behavior. Strive for a reasonable balance.
  5. Thoroughness and Persistence A half-hearted and shallow approach to accountabilities will spoil results. Practice Thoroughness and Persistence
  6. Resiliency Business can bring disappointments, frustrations, and outright disasters. Rather than naively hoping that nothing bad will ever happen, be prepared to bounce back from setbacks no matter how bad they may seem to be at the time.
  7. Basic Loyalty The Company’s Future is closely tied to your success: A common destiny: You play a role in embodying the spirit of the company and should demonstrate loyalty with a sense of allegiance.
  8. No Cynicism in the workplace! Cynics are tragic people whose self-perception is so bad that they cannot begin to imagine a world where optimism, dreaming, commitment to something greater than oneself and the desire to do something truly remarkable could possibly exist. Always “looking for the angle,” they can trust no one because they can’t even trust themselves. Cynicism, distrust, sarcasm, suspicion, skepticism, doubt, scorn and backbiting are unacceptable behaviors that have NO PLACE IN THE WORKPLACE! Be careful about how you express frustrations. How you actually feel about any situation is not the issue. The issue is how your reactions are perceived: Your reactions or perceived reactions will “set the mood” for the entire team. Be responsible.
  9. Smile A smile can “set the mood”.
  10. Maintain a good, healthy sense of humor. Try not to be terminally professional.
  11. Don’t worry or be concerned about failure. You represent a company that offers the best product and service in your area. Understand that the value of the products and services you offer your prospect far outweigh the investment. Be proud of that fact. Maintain a posture of confidence and conviction in what you do, who you are and the company you represent at all times.

I have read, understand and agree to follow the guidelines set forth in this Position Agreement.



Date: ______________________________

Direct Supervisor: _____________________________

Print: _______________________________________

Date: _________