Job Description
Job DescriptionOperations & Finance CoordinatorLocation: Stockton, CA
Pay/Salary Range: 60K to 65K
Work Schedule: 8am to 5pm
Benefits: Competitive medical/dental/vision, retirement, PTO, bonus structure
Position Type: Full Time and Onsite
Employment Type: Temp to Hire
We are actively seeking an Operations & Finance Coordinator to join a dynamic, customer-focused organization that blends operational excellence with financial precision. In this multifaceted role, you will serve as a vital connector across customer service, finance, and operations, ensuring seamless account management, accurate financial transactions, and exceptional customer experiences. This opportunity is ideal for a detail-oriented professional who enjoys balancing accounting responsibilities with customer-facing collaboration and process improvement.
Reasons to Join This Team
- Play a central role in connecting cross-functional teams and driving smooth daily operations
- Gain exposure to both accounting and customer operations in a highly collaborative environment
- Contribute to process improvements and operational efficiencies that directly impact business success
- Work alongside experienced leadership with opportunities to expand your financial and systems expertise
- Be part of a team that values clear communication, accuracy, and continuous improvement
What You’ll Be Responsible For
- Coordinate customer account setup, documentation, and ongoing record maintenance with a strong focus on accuracy
- Manage the full lifecycle of customer orders, ensuring timely and precise processing from entry through fulfillment
- Act as a responsive point of contact for customer inquiries, resolving order, billing, and service-related issues effectively
- Maintain strong communication with internal teams including sales, finance, and operations to ensure alignment and service quality
- Prepare and issue invoices while ensuring customer account records are complete and up to date
- Monitor accounts receivable activity and assist with collection efforts to support timely payments
- Provide backup support for accounts payable and receivable functions during coverage gaps or peak periods
- Record and maintain financial activity within ERP systems, including invoicing, purchase orders, and reconciliations
- Assist with budgeting, reporting, and financial analysis efforts as needed
- Ensure compliance with sales tax and other financial reporting requirements
- Identify discrepancies in transactions and proactively escalate issues for resolution
- Support data accuracy across systems and contribute to process improvements that increase efficiency and reliability
- Participate in cross-functional projects and operational initiatives as assigned
To Be Successful in This Role, You’ll Bring
- Bachelor’s degree in Accounting or a related field
- 3+ years of progressive accounting or finance-related experience
- Working knowledge of accounts receivable, billing, and general accounting processes
- Experience utilizing ERP systems such as Odoo or similar platforms
- Strong organizational skills with the ability to manage multiple priorities effectively
- Proven ability to communicate professionally with both internal teams and external customers
- High level of attention to detail with a commitment to data accuracy and integrity
- Ability to identify issues, think critically, and contribute to process improvements
Take the Next Step in Your Finance & Operations CareerStart by applying, and email Aileen at aileen@go2dynamic.com with any questions!
Dynamic’s benefits and leave programs for Temporary and Temp to Hire Associates are provided in our employee handbook and are reviewed during onboarding and follow state, local, and federal laws. Eligibility and accrual rates may vary based on work location and employment status. Dynamic provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.