Waverly Advisors, LLC · 1 day ago
Accounting Operations Coordinator
Birmingham, AL
Full-time
Onsite
Entry Level
2+ years expWaverly Advisors, LLC is a wealth management firm focused on serving clients and communities with an intense client focus. The Accounting Operations Coordinator will support the Finance department in managing vendor relationships, contracts, and operational support across multiple regions.
FinanceFinancial ServicesImpact Investing
Responsibilities
Review, track, and organize vendor agreements, contracts, and renewals across multiple regions and business units
Support contract review and coordination related to vendors, services, and acquisitions (in partnership with Legal and Finance)
Manage vendor onboarding, documentation, and compliance requirements
Coordinate publication and software subscriptions, including annual renewals and regional allocations
Analyze procurement-related expenses and vendor spending to identify trends, cost savings, and efficiencies
Provide support to Accounts Payable and Accounts Receivable functions, including invoice review and coding
Assist Finance leadership with reporting related to procurement, contracts, and vendor spending
Assist with procurement and contract integration for newly acquired firms
Inventory and organize existing contracts, licenses, subscriptions, and vendor relationships during acquisitions
Support standardization of procurement processes and vendors across acquired entities
Coordinate with realtors and internal stakeholders on office location leases and related documentation
Track and maintain business licenses, permits, and renewals across jurisdictions
Arrange employee travel accommodations in accordance with company policies
Manage office supply purchasing for multiple regions
Maintain centralized contract and procurement records, ensuring accuracy and accessibility
Qualification
Required
Bachelor's degree in Finance, Accounting, Business Administration, or a related field (or equivalent experience)
2+ years of experience in Accounts Payable, finance, operations, or an administrative support role
Strong organizational and time management skills
Basic proficiency in Microsoft Excel and other Microsoft Office applications
Preferred
Exposure to contract review, AP/AR, or vendor management
Experience in financial services, professional services, or a multi-location organization
Benefits
Comprehensive Health, Dental, and Vision coverage to support your overall well-being.
401(k) retirement plan with match and profit sharing to help you invest in your future.
Twelve paid holidays each year.
An extra vacation day during your birthday week—so you can celebrate you!
Responsible Time Off Policy giving flexibility without annual PTO limits, while balancing team responsibilities and business needs.
Paid sabbatical program: Enjoy four consecutive weeks of paid time off after seven years of service.
Company
Waverly Advisors, LLC
Welcome to Waverly Advisors, LLC—simplifying the complexities of wealth management and financial planning since 1999.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$30.05M2023-07-25Private Equity· $30.05M
Leadership Team
Josh Reidinger
Chief Executive Officer
Heath Echols
Chief Technology Officer
Recent News
2025-12-03
Mergers & Acquisitions
2025-11-07
Company data provided by crunchbase