Project Coordinator III | Financial Operations, Budgeting & AI Automation

Linda Werner & Associates; Sunnyvale (CA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Health savings account

Life insurance

Paid time off

Vision insurance

Job summary

Linda Werner & Associates in Sunnyvale, CA is seeking a Project Coordinator III to support financial operations, budgeting, forecasting, and AI-driven process optimization within a hardware engineering organization.

This high-visibility role partners with engineering leaders, finance stakeholders, procurement, and senior management to manage budgets, analyze spending trends, and deliver actionable insights that drive efficiency.

Qualifications

• 5+ years of professional experience in financial operations, spend tracking, budgeting, forecasting, or resource analysis.
• Strong hands-on experience analyzing financial data and producing reports for business stakeholders.
• Advanced Excel or Google Sheets with complex formulas, pivots, lookups, and modeling.
• Experience developing dashboards with Tableau/Power BI/Looker or similar BI tools.
• Experience with prompt engineering, AI agents, or workflow automation to improve processes.
• Ability to present financial findings to directors or senior leadership.
• Strong analytical skills, trend identification, and issue resolution.
• Excellent written/verbal communication and attention to detail.
• Ability to work independently, manage ambiguity, and drive deliverables.

Responsibilities

• Support budgeting and forecasting cycles for engineering and hardware teams.
• Track OpEx, CapEx, budget commitments, and actual spending.
• Analyze financial data, identify variances, and provide actionable insights.
• Audit budget submissions, validate data accuracy, and identify risks/opportunities.
• Coordinate monthly accruals, PO validation, commitments, and received goods/services.
• Develop weekly and monthly financial reports, dashboards, and spending summaries.
• Build financial models and reporting tools with Excel/Sheets.
• Create visualizations and executive dashboards using BI tools.
• Translate data into recommendations for directors and senior stakeholders.
• Collaborate with budget owners to resolve discrepancies and optimize resource allocation.
• Identify opportunities to streamline budgeting and reporting through AI automation.

Skills

Financial operations

Budgeting

Forecasting

Data analytics

Stakeholder communication

AI automation

Excel / Google Sheets

BI dashboards

Prompt engineering

Cross-functional collaboration

Education

Bachelor's degree in Finance, Accounting, Economics, Engineering, Business Analytics, Data Science, Statistics

Tools

Excel

Google Sheets

Tableau

Power BI

Looker

SQL

Automation tooling

Job description

Project Coordinator III | Financial Operations, Budgeting & AI Automation

Sunnyvale, CA

We are seeking an experienced Project Coordinator III to support financial operations, spend governance, budgeting, forecasting, and process optimization within a leading technology company's hardware engineering organization.

This highly visible role partners directly with engineering leaders, finance stakeholders, procurement teams, and senior management to manage budgets, analyze spending trends, develop actionable financial insights, and improve operational efficiency.

The ideal candidate brings a strong foundation in financial operations and data analytics, combined with excellent stakeholder communication skills and practical experience leveraging AI and automation to streamline business processes.

This is not a traditional administrative project coordination position. The role combines hands-on financial analysis and reporting with process improvement, change management, and AI driven workflow optimization.

Key Responsibilities

Financial Planning, Budgeting & Forecasting

Support annual and quarterly budgeting and forecasting cycles for engineering and hardware development teams.

Track operating expenditures (OpEx), capital expenditures (CapEx), budget commitments, and actual spending against forecasts.

Analyze financial data, identify spending variances, and provide actionable insights and recommendations to leadership.

Audit budget submissions, validate data accuracy, and identify financial risks and opportunities.

Coordinate monthly accrual processes, including validating purchase orders, outstanding commitments, and received goods or services.

Reporting, Analytics & Executive Communication

Develop and maintain weekly and monthly financial reports, dashboards, and spending summaries.

Build financial models and reporting tools using advanced Excel or Google Sheets functionality.

Create data visualizations and executive dashboards using Tableau, Power BI, Looker, or comparable BI platforms.

Translate complex financial data into clear recommendations for directors and senior stakeholders.

Collaborate with budget owners to identify spending challenges, resolve discrepancies, and improve resource allocation.

AI Automation & Process Improvement

Identify opportunities to streamline budgeting, reporting, and financial operations through AI and automation.

Develop reusable AI agents, assistants, prompts, and automated workflows to improve efficiency and reporting accuracy.

Support the implementation of new processes, tools, and operational improvements.

Partner with cross-functional teams to drive adoption of new workflows and scalable solutions.

Apply analytical thinking to improve existing business processes and reduce manual effort.

Cross Functional Collaboration & Project Coordination

Serve as a trusted resource for engineering leaders and budget owners regarding spending, forecasts, and financial processes.

Partner with Procurement, Sourcing, Accounts Payable, and Program Management teams.

Track action items, coordinate follow-ups, and ensure timely resolution of outstanding issues.

Support stakeholders through complex planning cycles while maintaining accuracy and meeting critical deadlines.

Required Qualifications

5+ years of professional experience in financial operations, spend tracking, budgeting, forecasting, or resource and capacity analysis.

Strong hands-on experience analyzing financial data and developing financial reports for business stakeholders.

Advanced Excel or Google Sheets skills, including complex formulas, pivot tables, lookups, and financial modeling.

Experience developing dashboards and visualizations using Tableau, Power BI, Looker, or similar business intelligence tools.

Practical experience with prompt engineering, AI agents, or workflow automation tools to improve business processes.

Demonstrated ability to prepare and present financial analysis, findings, and recommendations to directors or senior leadership.

Strong analytical skills with the ability to identify trends, investigate financial discrepancies, and recommend improvements.

Excellent written and verbal communication, organizational skills, and attention to detail.

Ability to work independently, manage ambiguity, and proactively drive deliverables to completion.

Experience handling confidential financial, vendor, and resource information.

Preferred Qualifications

Bachelor's degree in Finance, Accounting, Economics, Engineering, Business Analytics, Data Science, Statistics, or a related quantitative field.

Financial operations or spend governance experience supporting engineering, hardware, research and development, or manufacturing organizations.

Exposure to consumer electronics development and New Product Introduction (NPI) processes.

Experience working within large technology or consumer hardware organizations.

Experience implementing new operational processes, workflow improvements, or change management initiatives.

Professional certifications in data analytics, business intelligence, SQL, or related disciplines.

Why This Opportunity?

This opportunity offers direct exposure to engineering directors and senior leadership within a major technology organization. You will have the opportunity to influence financial decisions, optimize spending across hardware development initiatives, and help shape how AI and automation are integrated into critical business operations.

The role offers a unique blend of financial analytics, strategic stakeholder engagement, and emerging AI technologies, making it an excellent opportunity for professionals who enjoy working with data while driving meaningful operational improvements.

Location: Hybrid - Sunnyvale, CA (3 days onsite)

Role type:Contract 12+ months (strong possibility for extension)

Expected hours: 40 per week

• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday (Extended schedule as needed Saturday-Sunday)