Finance Coordinator

Key Responsibilities

• Own accurate and complete setup of projects in Workday and related systems, including scopes of work, change orders, purchase orders, rate cards, budgets, and billing structures.
• Translate contractual terms into correct system configuration, ensuring alignment with client requirements and internal policies.
• Validate all inputs for completeness and accuracy prior to system entry; proactively resolve missing or inconsistent data with defined stakeholders.
• Maintain organized and audit-ready documentation of all contracts, amendments, and supporting materials.
• Carefully coordinate intercompany set-up and service orders where applicable.
• Enforce adherence to company billing policies, contractual requirements, and system processes without exception.
• Own end-to-end billing execution, ensuring invoices are accurate, compliant, and submitted on time across all required client platforms.
• Assemble, validate, and manage all required supporting documentation (e.g., proof of execution, purchase order validation, expense back-up, etc.).
• Drive proforma workflow in Workday, ensuring timely approvals and adherence to billing deadlines.
• Execute credit/rebill activities accurately and on time when required.
• Maintain detailed billing trackers, including invoice status, approvals, submission dates, and issues.
• Proactively identify risks to billing timelines and take corrective action, with escalation as required.
• Manage billing against client budgets, purchase orders, and contractual limits to prevent over‑or under‑billing.
• Reconcile data between Workday and client systems, investigating and resolving discrepancies.
• Support project close activities by ensuring financial data is complete and reconciled.
• Balance Sheet & Transaction Oversight:
• Monitor AR, WIP, and open transactions; follow up to ensure timely movement and resolution.
• Support processing of expenses, vendor invoices, and intercompany charges to avoid delays in billing or project closure.
• Keep system-driven financial tasks moving and completed on schedule through active coordination with Project Managers and Client Finance Managers.

Operation Excellence & Communication

• Act as the primary operational contact for billing and transactional financial system matters.
• Communicate clearly and directly with project managers, client finance leads, and operational teams to obtain information needed to keep transactions moving and resolve issues.
• Build effective working relationships with internal stakeholders and client operational/procurement contacts as needed to ensure smooth billing execution.