Finance Coordinator
$50k - $60kUS001 Daniel J. Edelman, Inc.
Client Finance Coordinator 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. This is a hands‑on, high‑trust role for someone who thrives in a fast‑paced environment and takes pride in getting things right the first time. Responsibilities Project Setup & Contract Execution 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. Billing & Invoice Submission 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. Financial Tracking & Controls 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. Balance Sheet & Transaction Oversight 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. Operation Excellence & Communication 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. Compensation & Benefits $50,000 - $60,000 per year. Salary is based on factors including education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, and business needs. Other rewards may include annual bonuses, a paid time off policy, and region‑specific benefits. Benefits include medical and dental insurance, vision, 401(k), life insurance, disability insurance, paid time off, travel assistance, and wellness programming. Equal Opportunity & Accommodation Statement DJEH is proud to be an equal‑opportunity employer and believes in diversity, equity, inclusion, and belonging. 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. #J-18808-Ljbffr
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