Sr. Workplace Finance & Project Coordinator
AXA XL · Morristown, AZ · 2 days ago
Information Technology$74k–$105k/yrFull-time
What You’ll Be Doing
- Support the annual budget and forecasting process for Workplace operating and capital expenditures.
- Maintain budget tracking tools and ensure accurate monitoring of actual versus forecasted spend.
- Partner with Finance, Procurement, and Workplace leaders to support financial reviews and reporting cycles.
- Aid in project budget tracking and variance reporting, escalating concerns to project and finance leads as needed.
- Prepare financial dashboards, presentations, and executive reporting materials.
- Provide project coordination support for workplace, real estate, and office transformation projects.
- Update and maintain project tracking tools, timelines, action logs, and project documentation based on direction from project leads.
- Afford assistance with scheduling project meetings, capturing meeting notes, tracking action items, and supporting follow-up activities with stakeholders.
- Organize and maintain project documentation, governance materials, decision logs, and reporting repositories.
- Compile project status information and prepare reporting materials for review by project managers and leadership.
- Communicate, present, summarize, and report to a variety of stakeholder groups.
- Track action items and deliverables and provide reminders to responsible owners and leads to support project progress.
- Support change management and communications associated with workplace initiatives and office moves.
- Build influential working relationships across Workplace, Finance, Procurement, HR, IT, and business teams.
- Analyze and organize workplace, financial, and project data to support decision-making.
- Identify opportunities to improve reporting, tracking, governance, and operational processes.
- Support the development of standardized tools, templates, and documentation across the Workplace team.
- Ensure accuracy and consistency of project and financial records.
- Provide light operational support for the Morristown office as needed.
- Afford assistance with local vendor coordination, workplace initiatives, office communications, and employee experience activities.
- Support planning and execution activities associated with the future New Jersey Morristown office relocation and workplace transformation project.
- Partner with Workplace Operations colleagues to ensure continuity of local workplace services.
What You’ll Bring
- Bachelor's degree in Business, Finance, Project Management, Operations, Real Estate, Facilities Management, or a related field preferred; equivalent experience will also be considered.
- Moderate professional experience in finance coordination, project coordination, business operations, workplace services, or a related discipline.
- Experience supporting budgets, financial tracking, reporting, or forecasting activities.
- Experience maintaining project schedules, documentation, and reporting.
- Effective organizational skills with exceptional attention to detail.
- Outstanding written and verbal communication skills.
- Proficiency with Microsoft 365 applications, including Excel, PowerPoint, Teams, and SharePoint.
- Robust analytical and problem-solving skills.
- Communicates clearly and professionally with all levels of the organization.
- Proactive, collaborative, and comfortable working in a fast-paced environment.
- Has a customer-focused mindset and enjoys supporting both strategic initiatives and day-to-day operations.