Financial Coordinator / Analyst – Planview (Contract, Hybrid)

Peyton Resource Group

Dallas (TX)

Hybrid

USD 48,216,000 - 61,992,000

Full time

14 days+

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Job summary

A staffing and recruiting company is seeking a Financial Coordinator in Dallas, TX, responsible for financial oversight and compliance. Candidates should have 5+ years of experience in financial coordination and strong proficiency in Planview. This is a 6+ month contract role requiring onsite presence three days a week. Competitive pay range of $35-$45/hr is offered.

Qualifications

Deep understanding of project projections, accruals, invoicing, and procurement processes.
Proven track record in financial oversight and quality control.
Ability to synthesize complex financial information into clear, actionable reports.

Responsibilities

Oversee financial portfolio and related processes ensuring accuracy.
Aggregate financial data and prepare monthly reports highlighting risks.
Identify opportunities to enhance financial processes based on data quality metrics.

Skills

Financial coordination

Project management

Analytical skills

Communication skills

Proficiency in Planview

Advanced Microsoft Excel

Experience with PowerBI

Education

5+ years in financial coordination or project management

Experience with Planview

Job description

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Peyton Resource Group provided pay range

This range is provided by Peyton Resource Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$35.00/hr - $45.00/hr

Direct message the job poster from Peyton Resource Group

Director, Recruiting at Peyton Resource Group

6+ month Contract
Contract Rate: $35-45/hr on W2
3 days onsite in downtown Dallas (Thursday in office)
Must attend onsite interview

Summary:

The Financial Coordinator is responsible for overseeing the financial portfolio and related processes, ensuring accuracy and compliance.

Quality Control: Review and validate financial data (budgets, actuals, forecasts) entered by PMs in Planview to ensure accuracy, completeness, and compliance with organizational standards.
Provide feedback to PMs and project coordinators on Planview usage, ensuring adherence to the organizations financial process and addressing discrepancies promptly.
Aggregate financial data and insights from Planview and meetings to prepare monthly reports, highlighting risks, trends, and mitigation strategies.
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.
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.

Qualifications:

5+ years in financial coordination, project management, or a related role.
3+ years with Planview is required.
Deep understanding of project projections, accruals, invoicing, financial tracking, and procurement processes to ensure accurate oversight and effective questioning during financial reviews.
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.

About PRG

With 20+ years of success in the staffing industry, Peyton Resource Group focuses on matching talent to the precise needs of our clients. Your success is our commitment, and we back up that commitment by only recommending opportunities that align with your goals. Our candidate-centric approach ensures you are in the driver’s seat of your career, and our team of recruiters will partner with you and support you every step of the way.

PRG’s dedication to service has been widely recognized throughout the industry. PRG has been awarded ClearlyRated’s Best of Staffing award for 10 straight years, as well as the Business Journal’s Best Places to Work in Dallas, San Antonio and Austin.

Seniority level