Genius Road, LLC
Financial Project Coordinator with Planview #2859
Genius Road, LLC, Dallas, Texas, United States, 75215
Project Financial Coordinator with Planview
Location:
Dallas, Texas (Hybrid – 3 days onsite per week) Contract Duration:
6–12 months We’re looking for a detail-driven
Project Financial Coordinator with Planview experience
to support a dynamic portfolio of infrastructure and technology initiatives within a large enterprise environment. This role is essential in ensuring project financials are accurate, well-documented, and aligned with organizational goals. The ideal candidate will have a strong background in financial operations, experience with project portfolio management tools, and a proactive, collaborative mindset. This is a great opportunity for someone who thrives in a structured, fast-paced setting and enjoys working cross-functionally with both technical and business teams to maintain fiscal discipline and improve financial processes. Qualifications
Associate’s or Bachelor’s degree in Finance, Business, Accounting, or a related discipline Minimum of 4 years' experience in financial coordination, project accounting, or similar roles within technology or operations environments 2+ years of hands-on experience working with project/portfolio management systems
(specific experience with Planview tool is required) Strong working knowledge of financial tracking processes including forecasting, budget reconciliation, and cost analysis Comfortable reviewing and validating financial entries submitted by project teams to ensure consistency and compliance Skilled in leading or facilitating financial status meetings, with the ability to ask meaningful questions and guide teams toward financial clarity Advanced proficiency in Microsoft Excel; familiarity with data visualization tools like Power BI or Tableau is a plus Excellent attention to detail and documentation skills, with the ability to produce clear and actionable reporting Strong interpersonal skills and ability to work with cross-functional stakeholders, including project managers and leadership Key Responsibilities
Monitor and validate financial data across multiple initiatives, including budgets, forecasts, actuals, and related financial inputs Coordinate and lead recurring financial checkpoints with project teams to review health of budgets, identify variances, and align on corrective actions Provide hands-on support to project teams in using financial tools and templates, ensuring proper usage and data consistency Consolidate project financials and generate monthly reporting packages with clear commentary on trends, risks, and performance indicators Recommend improvements to financial tracking workflows and support the implementation of more efficient practices where possible Act as a liaison between delivery teams and leadership to ensure financial information is clearly communicated and aligned with priorities Maintain accurate financial records across platforms, contributing to forecasting, accrual planning, and resource budgeting Support demand planning and portfolio updates by ensuring all relevant projects and associated financials are reflected in the PPM toolset Genius Road, LLC is proud to be a Certified Women’s Business Enterprise, an Equal Opportunity Employer and values diversity. All employment is decided on the basis of qualifications, merit and business need.
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Dallas, Texas (Hybrid – 3 days onsite per week) Contract Duration:
6–12 months We’re looking for a detail-driven
Project Financial Coordinator with Planview experience
to support a dynamic portfolio of infrastructure and technology initiatives within a large enterprise environment. This role is essential in ensuring project financials are accurate, well-documented, and aligned with organizational goals. The ideal candidate will have a strong background in financial operations, experience with project portfolio management tools, and a proactive, collaborative mindset. This is a great opportunity for someone who thrives in a structured, fast-paced setting and enjoys working cross-functionally with both technical and business teams to maintain fiscal discipline and improve financial processes. Qualifications
Associate’s or Bachelor’s degree in Finance, Business, Accounting, or a related discipline Minimum of 4 years' experience in financial coordination, project accounting, or similar roles within technology or operations environments 2+ years of hands-on experience working with project/portfolio management systems
(specific experience with Planview tool is required) Strong working knowledge of financial tracking processes including forecasting, budget reconciliation, and cost analysis Comfortable reviewing and validating financial entries submitted by project teams to ensure consistency and compliance Skilled in leading or facilitating financial status meetings, with the ability to ask meaningful questions and guide teams toward financial clarity Advanced proficiency in Microsoft Excel; familiarity with data visualization tools like Power BI or Tableau is a plus Excellent attention to detail and documentation skills, with the ability to produce clear and actionable reporting Strong interpersonal skills and ability to work with cross-functional stakeholders, including project managers and leadership Key Responsibilities
Monitor and validate financial data across multiple initiatives, including budgets, forecasts, actuals, and related financial inputs Coordinate and lead recurring financial checkpoints with project teams to review health of budgets, identify variances, and align on corrective actions Provide hands-on support to project teams in using financial tools and templates, ensuring proper usage and data consistency Consolidate project financials and generate monthly reporting packages with clear commentary on trends, risks, and performance indicators Recommend improvements to financial tracking workflows and support the implementation of more efficient practices where possible Act as a liaison between delivery teams and leadership to ensure financial information is clearly communicated and aligned with priorities Maintain accurate financial records across platforms, contributing to forecasting, accrual planning, and resource budgeting Support demand planning and portfolio updates by ensuring all relevant projects and associated financials are reflected in the PPM toolset Genius Road, LLC is proud to be a Certified Women’s Business Enterprise, an Equal Opportunity Employer and values diversity. All employment is decided on the basis of qualifications, merit and business need.
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