Finance and Compliance Coordinator

🌟 About Quote Velocity

Quote Velocity is a technology company that specializes in customer acquisition within the insurance market. We develop scalable products that enhance the shopping journey for consumers and drive customer growth for our clients. We connect people with people and help them meet their needs through personalized experiences that resonate with our clients and customers. Our commitment is to excellence and great work.

 🔍About the Role

We are on the lookout for a passionate Finance and Compliance Coordinator to support our financial and compliance operations. This entry-level role is ideal for a detail-oriented individual with a foundational understanding of finance and compliance, looking for a flexible work arrangement and an opportunity to grow in their career. As a valuable contributor, you will collaborate with cross-functional departments to assist with financial strategy and regulatory adherence, helping us maintain our competitive edge in the market. If you are enthusiastic about working in a high-paced environment, where empathy and innovation coexist, and are eager to contribute to our financial and compliance processes, we encourage you to share your expertise and dedication with our team. Together, we can continue making waves in our industry and set new standards for excellence.🌟💼📊

🗺️Location

This is a remote, part-time position working 25 hours a week. You would need to be available within our core working hours, Monday to Friday, 9 AM to 5 PM, to ensure sufficient cross-over with the team.

📆A Day in the Life

Your day as a Finance and Compliance Coordinator will be filled with opportunities to support the financial landscape of our fast-paced start-up, along with ensuring compliance with Medicare regulations. Your contributions will be instrumental in the continued success of our mission. 📊📈💼

Financial Support:

- Assist in the management of Accounts Payable by entering vendor bills, reviewing AP aging, recording payments.

- Assist in the management of Accounts Receivable by preparing invoices, matching vendor payments, setup of new customer details.

- Help prepare monthly, quarterly, and annual financial reports.

- Support budget planning and monitoring activities.

Compliance Support:

- Aid in ensuring company compliance with Medicare regulations and standards.

- Stay informed about relevant laws and regulations.

- Assist in conducting internal audits to ensure adherence to policies and procedures.

- Support preparations for external audits and regulatory inspections.

Administrative Support:

- Maintain accurate financial records and documentation.

- Coordinate with other departments to gather necessary information for financial and compliance reporting.

- Assist in the development and implementation of financial policies and procedures.

- Maintain accurate and up-to-date records of compliance activities, including assets, opt-ins, policies, procedures, and audit reports. Ensure documentation is organized and easily accessible for internal and external audits.

Communication:

- Liaise with external auditors, regulators, and other third parties as needed.

- Provide clear and concise reports to management on financial and compliance matters.

❗🔍Who You Are

As a Finance and Compliance Coordinator, your unique qualifications and characteristics are vital to our team's success. You are/possess:

- Basic knowledge of financial regulations and standards.

- Familiarity with financial software (e.g., Quickbooks Online, Excel) is a plus.

- Strong analytical and problem solving skills.

- Exceptional attention to detail and organizational skills.

- Ability to work independently and manage multiple tasks simultaneously.

- Strong written and verbal communication skills.

- Not required, but preferred, Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (or working towards completion).

- Relevant internships or coursework in finance or compliance is a plus.

- Experience working in a remote environment.

- Enthusiasm for learning and professional development.

If you are a detail-oriented Finance and Compliance Coordinator ready to leverage your skills and ensure financial integrity and regulatory compliance in a dynamic environment, we invite you to join our team. 🌟💼📊🚀

Equal Opportunity Employer:

Quote Velocity is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

At Quote Velocity, we understand that diversity and inclusion are not just words; they are values we hold dear. We believe that diversity is the foundation of innovation, and inclusion is the catalyst for growth. We are committed to building a workplace where all voices are heard, all perspectives are respected, and every individual is valued.

We embrace a culture where differences are celebrated, and every team member is encouraged to bring their authentic selves to work. Our commitment to diversity and inclusion is not just a checkbox; it's a fundamental part of who we are. We actively seek out diverse perspectives and experiences to fuel our creativity and drive our success.

Join us at Quote Velocity, where diversity is the key to our innovation, and inclusion is the path to our excellence. Your unique background, experiences, and talents will contribute to our collective success, and together, we'll continue shaping the future of customer acquisition.