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Financial Systems Project Coordinator
EquipmentShare. Coordinate intake, review, documentation, and prioritization of financial systems requests .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in project coordination, Agile methodologies, and financial systems management, with a strong focus on stakeholder communication and process improvement. Proficient in requirements gathering, user acceptance testing, and maintaining project documentation to ensure operational efficiency.
Highest-signal resume keywords
Project CoordinationAgile MethodologiesRequirements GatheringUser Acceptance TestingProcess Improvement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Systems ManagementRequirements DocumentationProcess MappingWorkflow AutomationData Quality ManagementProject ManagementScrum PracticesAnalytical SkillsProblem-Solving SkillsCustomer Service
Soft Skills
Organizational SkillsPrioritization SkillsCommunication SkillsTime-Management SkillsFacilitation Skills
Tools & Technologies
Google WorkspaceMicrosoft OfficeMonday.comSolarWindsFreshserviceJiraERP SystemsFinancial ApplicationsService Management PlatformsSoftware Implementations
Certifications & Qualifications
Project Management CertificationScrum CertificationAgile Certification
Industry Keywords
Business OperationsFinanceAccountingTechnologyConstructionEquipment RentalDistributionDealership OperationsSystem IntegrationsChange Adoption
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Coordinate intake, review, documentation, and prioritization of financial systems requests
- Partner with stakeholders to clarify business needs, requirements, outcomes, scope, and priorities
- Support projects from discovery and planning through testing, implementation, stabilization, and transition to ongoing support
- Maintain project plans, timelines, milestones, action items, decision logs, and implementation checklists
- Support backlog management, sprint planning, and Agile ceremonies
- Coordinate meetings, document decisions, and follow up on outstanding deliverables
- Track risks, issues, dependencies, and blockers, escalating concerns as needed
- Develop understanding of assigned financial systems, business processes, and operational workflows
- Translate business needs into requirements, process documentation, user stories, and acceptance criteria
- Investigate system and process issues and coordinate resolution with functional and technical teams
- Assist with user acceptance testing, process validation, training, and user adoption
- Identify recurring issues and opportunities to improve workflows, data quality, and operational efficiency
- Maintain project documentation, standard operating procedures, training materials, and knowledge-base content
- Communicate project progress, outstanding items, risks, and decisions to stakeholders
- Document common issues, resolutions, and lessons learned
- Promote collaboration among business, operational, accounting, and technical teams
- Contribute to continuous improvement across the Financial Systems team
Requirements
What you’ll need- Strong organizational, prioritization, communication, and time-management skills
- Ability to facilitate meetings, document decisions, and follow up on commitments
- Proficiency in Google Workspace or Microsoft Office
- Strong customer service, analytical, and problem-solving skills
- Ability to learn new systems, processes, and technologies quickly
- Associate degree in Business, Accounting, Information Systems, Finance, or related field; equivalent experience will also be considered
- At least 2+ years experience supporting business operations, finance, accounting, technology, or project-related work preferred
- Experience using project or service management platforms such as Monday.com, SolarWinds, Freshservice, Jira, or similar tools
- Working knowledge of project coordination and Agile or Scrum practices
- Exposure to ERP systems, financial applications, software implementations, or system integrations preferred
- Familiarity with requirements gathering, process mapping, user acceptance testing, or change adoption preferred
- Experience supporting workflow automation, data quality, or process improvement initiatives preferred
- Project management, Scrum, or Agile certification, or interest in pursuing certification preferred
- Familiarity with construction, equipment rental, distribution, or dealership operations preferred
- Must be able to sit for prolonged periods at a desk and work on a computer
- Travel required to support integration activities, branch visits, training, and go-live events; ability to travel up to 25% based on business needs
- Employment contingent on passing a background check; some roles require passing a drug test depending on job responsibilities
Benefits
Comp & perks- Competitive compensation
- Full medical, dental, and vision coverage for full-time employees
- Generous PTO + paid holidays
- 401(k) + company match
- Gym membership stipend + wellness programs (earn PTO and prizes!)
- Company events and quarterly team activities
- 16 hours of paid volunteer time per year
- Career advancement, leadership training, and professional development opportunities