The Amatriot Group · 3 months ago
Financial Coordinator
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
$55K/yr - $80K/yr
5+ years expThe Amatriot Group is seeking a Financial Coordinator to oversee financial processes and ensure accuracy and compliance within the Oncor Electric Delivery department. The role involves collaborating with Project Managers to maintain high standards in financial reporting and driving process improvements.
Responsibilities
Quality Control: Review and validate financial data (budgets, actuals, forecasts) entered by PMs in Planview to ensure accuracy, completeness, and compliance with organizational standards
Financial Review Meetings: Schedule and facilitate weekly financial meetings with PMs, asking critical questions to assess project financial health, including reasons for projection variances and mitigation plans
Oversight and Guidance: Provide feedback to PMs and project coordinators on Planview usage, ensuring adherence to the organization’s financial process and addressing discrepancies promptly
Reporting to stakeholders: Aggregate financial data and insights from Planview and meetings to prepare monthly reports, highlighting risks, trends, and mitigation strategies
Process Improvement: Identify opportunities to enhance or automate the financial process based on meeting outcomes, data quality metrics, and PM feedback, collaborating with stakeholders to implement changes
Stakeholder Collaboration: Work closely with PMs, project coordinators, and leadership to align financial processes with organizational goals and project deliverables
Financial knowledge: Deep understanding of project projections, accruals, invoicing, financial tracking, and procurement processes to ensure accurate oversight and effective questioning during financial reviews
Demand Planning: Ability to schedule meetings to align with project deadlines, and ensure the Planview backlog is updated with new projects to maintain an accurate project pipeline
Qualification
Required
Associate's or Bachelor's degree in Finance, Accounting, Business Administration, Project Management, or a related field
5+ years in financial coordination, project management, or a related role
Proven track record in financial oversight, quality control, or process improvement
Strong analytical skills to assess financial data and identify variances
Excellent communication and facilitation skills for leading meetings and asking critical questions
Proficiency in Planview, advanced knowledge in leveraging Microsoft Excel, experience with modeling financial reports in PowerBI or Tableau are a plus
Ability to synthesize complex financial information into clear, actionable reports for leadership
Detail-oriented with a focus on quality control and process adherence
Preferred
3+ years with Planview or similar project/portfolio management tools preferred
Company
The Amatriot Group
The Amatriot Group (formerly Government Tactical Solutions) is a talent solutions firm built on almost 15 years of experience delivering mission-critical support to the intelligence, defense, and national security sectors of the federal government.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase