Senior Workplace Finance & Projects Lead

AXA Group; United States; On-site; USD 74,000 - 105,000; Full time

Benefits offered by this job

Flexible Working Arrangements

Enhanced family-friendly leave benefits

Diversity Best Practices Index

UK Women in Finance Charter

Job summary

AXA XL in the United States is seeking a Senior Workplace Finance & Project Coordinator to support financial management, governance, reporting, and delivery of Workplace initiatives across the Americas. You will partner with Workplace leadership to drive financial transparency and accountability for a portfolio of real estate, transformation, and office operations projects.

In this role you will coordinate budgets, track performance, produce dashboards and executive reporting, and support

Qualifications

• Bachelor's degree in Business, Finance, Project Management, Operations, Real Estate, Facilities Management, or a related field preferred; equivalent experience will also be considered.
• Moderate professional experience in finance coordination, project coordination, business operations, workplace services, or a related discipline.
• Experience supporting budgets, financial tracking, reporting, or forecasting activities.
• Experience maintaining project schedules, documentation, and reporting.
• Effective organizational skills with exceptional attention to detail.
• Outstanding written and verbal communication skills.
• Proficiency with Microsoft 365 applications, including Excel, PowerPoint, Teams, and SharePoint.

Responsibilities

• Support the annual budget and forecasting process for Workplace operating and capital expenditures.
• Maintain budget tracking tools and ensure accurate monitoring of actual versus forecasted spend.
• Partner with Finance, Procurement, and Workplace leaders to support financial reviews and reporting cycles.
• Assist with project budget tracking and variance reporting, escalating concerns to project and finance leads as needed.
• Prepare financial dashboards, presentations, and executive reporting materials.
• Provide project coordination support for workplace, real estate, and office transformation projects led by Workplace Project Managers and team leaders.
• Update and maintain project tracking tools, timelines, action logs, and project documentation based on direction from project leads.
• Assist with scheduling project meetings, capture meeting notes, track action items, and support follow-up activities with stakeholders.
• Organize and maintain project documentation, governance materials, decision logs, and reporting repositories.
• Support coordination with vendors and internal stakeholders by facilitating communications, tracking deliverables, and maintaining records.
• Compile project status information and prepare reporting materials for review by project managers and leadership.
• Provide light operational support for the Morristown office as needed.
• Assist with local vendor coordination, workplace initiatives, office communications, and employee experience activities.
• Support planning and execution activities associated with the future New Jersey Morristown office relocation and workplace transformation project.
• Partner with Workplace Operations colleagues to ensure continuity of local workplace services.

Skills

Organizational skills

Attention to detail

Communication skills

MS 365 proficiency

Excel

Team collaboration

Education

Bachelor's degree in Business/Finance/Operations or related field

Tools

Microsoft 365 suite

Excel

PowerPoint

Teams

SharePoint

Job description

AXA XL in the United States is seeking a Senior Workplace Finance & Project Coordinator to support financial management, governance, reporting, and delivery of Workplace initiatives across the Americas. You will partner with Workplace leadership to drive financial transparency and accountability for a portfolio of real estate, transformation, and office operations projects.

In this role you will coordinate budgets, track performance, produce dashboards and executive reporting, and support