Financial Coordinator with Planview #2859
Financial Coordinator with Planview #2859
Posted on :
19-08-2025
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1 Vacancy
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Job Description
Project Financial Coordinator with Planview
Location: Dallas Texas (Hybrid 3 days onsite per week)
Contract Duration: 612 months
Were looking for a detail-driven Project Financial Coordinator with Planview experienceto 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
Key Responsibilities
Genius Road LLC is proud to be a Certified Womens Business Enterprise an Equal Opportunity Employer and values diversity. All employment is decided on the basis of qualifications merit and business need.
Location: Dallas Texas (Hybrid 3 days onsite per week)
Contract Duration: 612 months
Were looking for a detail-driven Project Financial Coordinator with Planview experienceto 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
- Associates or Bachelors 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 Womens Business Enterprise an Equal Opportunity Employer and values diversity. All employment is decided on the basis of qualifications merit and business need.
Required Experience:
IC
Employment Type
Full Time
Key Skills
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