Finance Coordinator

US001 Daniel J. Edelman, Inc.; New York (NY); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Life insurance

Disability insurance

Paid time off

Travel assistance

Wellness programming

Job summary

US001 Daniel J. Edelman, Inc. seeks a Client Finance Coordinator to join the finance team, owning project setups in Workday, translating contracts into system configurations, and ensuring timely, accurate billing across platforms.

You will support intercompany setups, document governance, and proactive data validation in a fast-paced agency environment. Success in this role requires 1–3 years in financial operations, familiarity with Workday/Ariba, and strong attention to detail.

Qualifications

• 1–3 years in financial operations, billing, accounting, or similar data-driven roles.
• Familiar with financial systems, with the ability to learn new tools quickly (e.g., Workday, Ariba).
• Basic understanding of contracts, billing structures, and revenue-related processes.
• Strong attention to detail with the ability to handle high-volume, repeatable work accurately.

Responsibilities

• Own accurate and complete setup of projects in Workday and related systems, including scopes of work, change orders, purchase orders, rate cards, budgets, and billing structures.
• Translate contractual terms into correct system configuration, ensuring alignment with client requirements and internal policies.
• Validate all inputs for completeness and accuracy prior to system entry; resolve missing or inconsistent data with stakeholders.
• Maintain organized and audit-ready documentation of contracts, amendments, and supporting materials.
• Coordinate intercompany setup and service orders where applicable.
• Own end-to-end billing execution, ensuring invoices are accurate, compliant, and submitted on time across client platforms.
• Drive proforma workflow in Workday, ensuring timely approvals and adherence to billing deadlines.
• Reconcile data between Workday and client systems, investigating discrepancies.

Skills

Attention to detail

Communication

Fast-paced environment adaptability

Workday proficiency

Tools

Workday

Ariba

Job description

We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging. Consistent with this approach, we hire the best qualified candidates for all positions. The Client Finance Coordinator owns the engine that keeps client work moving. Embedded within the client finance team, this role serves as the operational bridge between Client Finance and Financial Shared Services functions, with full accountability for ensuring financial data is accurate, complete, and processed quickly to meet real‑time business demand. From project setup and contract data to billing and invoicing, the Coordinator drives transactions efficiently through internal and client systems with speed and discipline.

Success comes from deep expertise in client‑specific billing requirements, systems, and contracts—using that knowledge to remove friction, keep transactions moving, and support client service teams. The role offers real independence once established and close connection to client‑facing teams.

Salary: $50,000 - $60,000 per year.

Key Responsibilities

• Own accurate and complete setup of projects in Workday and related systems, including scopes of work, change orders, purchase orders, rate cards, budgets, and billing structures.
• Translate contractual terms into correct system configuration, ensuring alignment with client requirements and internal policies.
• Validate all inputs for completeness and accuracy prior to system entry; proactively resolve missing or inconsistent data with defined stakeholders.
• Maintain organized and audit‑ready documentation of all contracts, amendments, and supporting materials.
• Coordinate intercompany set‑up and service orders where applicable.
• Enforce adherence to company billing policies, contractual requirements, and system processes without exception.
• Own end‑to‑end billing execution, ensuring invoices are accurate, compliant, and submitted on time across all required client platforms.
• Assemble, validate, and manage all required supporting documentation (e.g., proof of execution, purchase order validation, expense back‑up).
• Drive proforma workflow in Workday, ensuring timely approvals and adherence to billing deadlines.
• Execute credit/rebill activities accurately and on time when required.
• Maintain detailed billing trackers, including invoice status, approvals, submission dates, and issues.
• Proactively identify risks to billing timelines and take corrective action, with escalation as required.
• Manage billing against client budgets, purchase orders, and contractual limits to prevent over‑ or under‑billing.
• Reconcile data between Workday and client systems, investigating and resolving discrepancies.
• Support project close activities by ensuring financial data is complete and reconciled.
• Monitor AR, WIP, and open transactions; follow up to ensure timely movement and resolution.
• Support processing of expenses, vendor invoices, and intercompany charges to avoid delays in billing or project closure.
• Keep system‑driven financial tasks moving and completed on schedule through active coordination with Project Managers and Client Finance Managers.
• Act as the primary operational contact for billing and transactional financial system matters.
• Communicate clearly and directly with project managers, client finance leads, and operational teams to obtain information needed to keep transactions moving and resolve issues.
• Build effective working relationships with internal stakeholders and client operational/procurement contacts as needed to ensure smooth billing execution.

Qualifications & Experience

• 1–3 years in financial operations, billing, accounting, or similar data‑driven roles.
• Comfort working in financial and billing systems, with the ability to learn new tools quickly (e.g., Workday, Ariba).
• Basic understanding of contracts, billing structures, and revenue‑related processes.
• Strong attention to detail with the ability to handle high‑volume, repeatable work accurately.
• Ability to stay organized and keep work moving in a fast‑paced environment with multiple deadlines.
• Clear, practical communicator who can work effectively across finance, operations, and client service teams.

DJEH offers a wide range of benefits: medical and dental insurance, vision, 401K, life insurance, disability insurance, paid time off, travel assistance, and wellness programming.

DJEH is proud to be an equal opportunity employer and believes in diversity, equity, and inclusion. We seek applications from all qualified candidates without regard to race, color, gender, sex, age, religion, physical or mental disability, military and veteran status, or any other basis protected by federal, state or local law. If you require a reasonable accommodation in any part of the employment process, please let us know.