Financial Project Coordinator Planview

Project Financial Coordinator with Planview

Location: Dallas, Texas (Hybrid – 3 days onsite per week)
Contract Duration: 6–12 months

We’re looking for a detail-driven Project Financial Coordinator with Planview experience to support a dynamic portfolio of infrastructure and technology initiatives within a large enterprise environment. This role is essential in ensuring project financials are accurate, well-documented, and aligned with organizational goals. The ideal candidate will have a strong background in financial operations, experience with project portfolio management tools, and a proactive, collaborative mindset.

This is a great opportunity for someone who thrives in a structured, fast-paced setting and enjoys working cross-functionally with both technical and business teams to maintain fiscal discipline and improve financial processes.

• Associate’s or Bachelor’s degree in Finance, Business, Accounting, or a related discipline
• Minimum of 4 years' experience in financial coordination, project accounting, or similar roles within technology or operations environments
• 2+ years of hands-on experience working with project/portfolio management systems (specific experience with Planview tool is required)
• Strong working knowledge of financial tracking processes including forecasting, budget reconciliation, and cost analysis
• Comfortable reviewing and validating financial entries submitted by project teams to ensure consistency and compliance
• Skilled in leading or facilitating financial status meetings, with the ability to ask meaningful questions and guide teams toward financial clarity
• Advanced proficiency in Microsoft Excel; familiarity with data visualization tools like Power BI or Tableau is a plus
• Excellent attention to detail and documentation skills, with the ability to produce clear and actionable reporting
• Strong interpersonal skills and ability to work with cross-functional stakeholders, including project managers and leadership

• Monitor and validate financial data across multiple initiatives, including budgets, forecasts, actuals, and related financial inputs
• Coordinate and lead recurring financial checkpoints with project teams to review health of budgets, identify variances, and align on corrective actions
• Provide hands-on support to project teams in using financial tools and templates, ensuring proper usage and data consistency
• Consolidate project financials and generate monthly reporting packages with clear commentary on trends, risks, and performance indicators
• Recommend improvements to financial tracking workflows and support the implementation of more efficient practices where possible
• Act as a liaison between delivery teams and leadership to ensure financial information is clearly communicated and aligned with priorities
• Maintain accurate financial records across platforms, contributing to forecasting, accrual planning, and resource budgeting
• Support demand planning and portfolio updates by ensuring all relevant projects and associated financials are reflected in the PPM toolset

Genius Road, LLC is proud to be a Certified Women’s Business Enterprise, an Equal Opportunity Employer and values diversity. All employment is decided on the basis of qualifications, merit and business need.