Position Summary
The Project Financial Coordinator I supports the financial administration of projects by partnering with Project Managers and the Operations team to ensure timely and accurate billing, project documentation, and financial recordkeeping. This role focuses on client invoicing, project support, accounts payable processing, and administrative coordination while learning the project accounting processes that drive project success.
This is an excellent opportunity for someone looking to build a career in project accounting and operations within a growing professional services environment. The ideal candidate is detail-oriented, adaptable, customer-service focused, and eager to learn.
Key Responsibilities
Billing & Financial Support
- Prepare and submit client invoices accurately and on time.
- Monitor billing schedules and follow established invoice procedures.
- Assist with invoice revisions and billing updates.
- Track invoice approvals and payment status.
- Process consultant invoices and employee expense reports.
- Maintain financial records and supporting documentation.
- Assist with weekly payment processing and deposits.
Project & Operations Support
- Support Project Managers with project-related administrative and financial processes.
- Maintain project documentation and records.
- Assist with client registrations, certificates of insurance (COIs), and compliance documentation.
- Provide general administrative support to the Operations team.
- Partner with colleagues to ensure projects remain organized and compliant.
Continuous Improvement
- Learn project accounting principles and internal processes.
- Identify opportunities to improve efficiency and accuracy.
- Participate in special projects and departmental initiatives.
- Provide excellent internal customer service to Project Managers and team members.
Qualifications
Required
- 1-3 years of experience in billing, accounting support, project coordination, financial administration, or related functions.
- Proficiency in Adobe PDF, Microsoft Excel and Microsoft Office.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities and deadlines.
- Strong written and verbal communication skills.
Preferred
- Associate degree in Accounting, Business, Finance, or related field preferred; equivalent experience will be considered.
- Experience supporting project-based organizations.
- Experience with Deltek Vantagepoint or similar ERP systems.
- Experience in architecture, engineering, construction, consulting, or professional services environments.
If you are interested in learning more please send your resume to felicia@yourtalentally.com.