Financial Project Coordinator with Planview
Location: Dallas, Texas (Hybrid 3 days onsite per week)
Contract Duration: 6 12 months
We re looking for a detail-driven Financial Project Coordinator to support a dynamic portfolio of infrastructure and technology initiatives within a large enterprise environment. This role is essential in ensuring project financials are accurate, well-documented, and aligned with organizational goals. The ideal candidate will have a strong background in financial operations, experience with project portfolio management tools, and a proactive, collaborative mindset.
This is a great opportunity for someone who thrives in a structured, fast-paced setting and enjoys working cross-functionally with both technical and business teams to maintain fiscal discipline and improve financial processes.
Qualifications
- Associate s or Bachelor s degree in Finance, Business, Accounting, or a related discipline
- Minimum of 4 years' experience in financial coordination, project accounting, or similar roles within technology or operations environments
- 2+ years of hands-on experience working with project/portfolio management systems (specific experience with Planview tool is required)
- Strong working knowledge of financial tracking processes including forecasting, budget reconciliation, and cost analysis
- Comfortable reviewing and validating financial entries submitted by project teams to ensure consistency and compliance
- Skilled in leading or facilitating financial status meetings, with the ability to ask meaningful questions and guide teams toward financial clarity
- Advanced proficiency in Microsoft Excel; familiarity with data visualization tools like Power BI or Tableau is a plus
- Excellent attention to detail and documentation skills, with the ability to produce clear and actionable reporting
- Strong interpersonal skills and ability to work with cross-functional stakeholders, including project managers and leadership
Key Responsibilities
- Monitor and validate financial data across multiple initiatives, including budgets, forecasts, actuals, and related financial inputs
- Coordinate and lead recurring financial checkpoints with project teams to review health of budgets, identify variances, and align on corrective actions
- Provide hands-on support to project teams in using financial tools and templates, ensuring proper usage and data consistency
- Consolidate project financials and generate monthly reporting packages with clear commentary on trends, risks, and performance indicators
- Recommend improvements to financial tracking workflows and support the implementation of more efficient practices where possible
- Act as a liaison between delivery teams and leadership to ensure financial information is clearly communicated and aligned with priorities
- Maintain accurate financial records across platforms, contributing to forecasting, accrual planning, and resource budgeting
- Support demand planning and portfolio updates by ensuring all relevant projects and associated financials are reflected in the PPM toolset
Genius Road, LLC is proud to be a Certified Women s Business Enterprise, an Equal Opportunity Employer and values diversity. All employment is decided on the basis of qualifications, merit and business need.
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