Finance Digital Project Coordinator
Core
Administrative, scheduling, documentation, reporting, and coordination support for Finance initiatives across digital and non-digital work.
Role type
Finance Project Coordinator
Builds
Organized meetings, timely follow-up, accurate project records, tracker maintenance, financial reporting inputs, and project repositories
Domain
Professional services / Finance / Middle market
Deliverable
dashboards & analysis
Required skills
Microsoft Office (Excel, PowerPoint, Outlook, SharePoint, OneNote, Project, Copilot), documentation management, tracker maintenance, meeting coordination, data entry accuracy, project planning support
Preferred skills
PMO experience, business transformation team experience, Smartsheet
Technologies
Microsoft Office suite, Smartsheet, SharePoint, OneNote, Project, Copilot
Responsibilities
Maintain project planning materials, schedules, calendars, and meeting records; coordinate meeting logistics including agendas, notes, and action items; create and update project documentation and repositories; compile project status information and prepare draft reporting materials; capture and enter financial tracking updates in established templates; follow up on missing or incomplete status inputs
Seniority
Individual Contributor