Financial Systems Project Coordinator

Role overview Coordinate financial systems work across business and technical teams, helping implementations, integrations, enhancements, and process improvements move from intake through delivery and ongoing support. The role combines project administration with requirements clarification, issue coordination, testing, documentation, and user adoption.

Responsibilities - Review and document incoming requests, help prioritize them, and route work as support tickets, sprint items, or formal projects. - Work with stakeholders to clarify needs, expected outcomes, scope, and priorities, then capture requirements, process steps, user stories, and acceptance criteria. - Maintain project plans, schedules, milestones, decisions, action items, risks, dependencies, and implementation checklists. - Coordinate meetings, Agile ceremonies, and follow-ups; communicate progress and escalate blockers when needed. - Support work through discovery, planning, testing, implementation, stabilization, and transition to ongoing support. - Help investigate system and process issues, coordinate resolutions, support user acceptance testing and training, and maintain procedures and knowledge materials.

Requirements - Strong organization, prioritization, time management, communication, and follow-through. - Ability to facilitate meetings, document decisions, and coordinate commitments across teams. - Proficiency with Google Workspace or Microsoft Office and comfort learning new systems and processes. - Analytical, customer-service, and problem-solving skills. - An associate degree in business, accounting, information systems, finance, or a related area; equivalent experience is also considered. - Preferred background includes at least two years supporting business, finance, accounting, technology, or project work. - Working knowledge of project coordination and Agile or Scrum practices; experience with project or service-management platforms is expected.

Nice to have - Exposure to ERP or finance systems, software implementations, integrations, requirements gathering, process mapping, user acceptance testing, change adoption, workflow automation, or data quality. - Project management or Agile certification, or interest in earning one; familiarity with construction, equipment rental, distribution, or dealership operations.

Benefits and work setup The position is described as fully remote, with travel up to 25% for integration work, branch visits, training, and launches. Listed benefits include health, dental, and vision coverage, paid time off and holidays, retirement savings with company match, wellness support, paid volunteer time, and professional development.