Finance and Operations Coordinator

Human Capital Finance & Operations Coordinator
Alliant Human Capital (AHC)

Role
Support the financial, operational, administrative, and systems coordination needs of AHC, ensuring the business runs smoothly across invoicing, bookkeeping coordination, onboarding, Salesforce support, and day-to-day operations.

This role serves as a key support partner to the AHC Operations and the AHC leadership team, helping execute the administrative and operational functions that enable the business to scale efficiently and allow producers and leadership to remain focused on growth, strategy, and client work.

ResponsibilitiesSupport day-to-day operational and administrative needs across AHC
Manage invoicing, bookkeeping coordination, revenue tracking, and reporting support
Serve as the day-to-day Salesforce operational point of contact for AHC
Coordinate onboarding and offboarding logistics, systems access, and employee setup for employees and independent contractors
Help maintain organized workflows, documentation, systems, and operational processes across the business
Assist with expense reporting, scheduling, and other administrative support needs for leadership as needed

Financial Management & ReportingSupport AHC bookkeeping, financial tracking, and operational reporting activities
Manage monthly client invoicing and billing processes
Track revenue activity, expenses, accruals, commissions, and financial data
Coordinate month-end accrual reporting with accounting
Support revenue and EBITDA sharing across Alliant business units, including inter-unit invoicing
Submit vendor invoices and coordinate vendor setup and Vendor Compliance activities
Maintain commission splits and support compensation administration processes
Support unique bonus administration and year-end compensation activities
Assist with budgeting, forecasting, and reforecasting processes
Ensure accuracy, organization, and timeliness of operational financial records and reporting
Provide regular and ad hoc reporting support to leadership
Support Salesforce data accuracy and operational reporting coordination

Salesforce & Systems CoordinationServe as the primary Salesforce operational support resource for AHC
Manage account setup, maintenance, and operational data coordination within Salesforce
Support Salesforce process adherence and day-to-day user needs
Coordinate with IT and Operations teams to support system setup, access, and troubleshooting
Manage onboarding and offboarding system access and setup
Track and help resolve system-related issues

Onboarding & HR AdministrationCoordinate onboarding logistics for new hires and independent contractors in alignment with the broader AHC and Alliant onboarding strategy
Ensure employees and contractors are properly set up with systems, tools, and required access
Coordinate employee and contractor offboarding activities and transitions
Maintain employee records and administrative documentation
Handle HR administrative tasks in coordination with HR partners
Support a smooth, organized, and consistent onboarding and offboarding experience
Serve as a resource to address and resolve onboarding-related issues

Operational Support & Process CoordinationSupport day-to-day operational and administrative needs across the business
Coordinate with Legal and internal teams on operational documentation workflows
Assist in maintaining SOPs and internal operational processes
Coordinate office supply and operational administrative needs as necessary
Support expense reporting and operational administrative coordination for leadership
Help reduce operational friction and improve day-to-day execution across the team
Support special projects and operational initiatives as needed
Coordinate across Accounting, HR, IT, Operations, Legal, and producers to ensure alignment and execution