Financial Systems Project Coordinator

This is a fully remote position, open to applicants in Missouri.

📋 Description

• Oversee the intake, assessment, documentation, and prioritization of financial systems requests.

• Collaborate with stakeholders to define business needs, requirements, outcomes, scope, and priorities.

• Assist with projects from the discovery phase and planning through testing, implementation, stabilization, and transition to ongoing support.

• Manage project plans, timelines, milestones, action items, decision logs, and implementation checklists.

• Facilitate backlog management, sprint planning, and Agile ceremonies.

• Organize meetings, document decisions, and ensure follow-up on pending deliverables.

• Monitor risks, issues, dependencies, and blockers, escalating concerns as necessary.

• Acquire a thorough understanding of assigned financial systems, business processes, and operational workflows.

• Convert business needs into requirements, process documentation, user stories, and acceptance criteria.

• Examine system and process issues and coordinate resolutions with functional and technical teams.

• Provide support for user acceptance testing, process validation, training, and user adoption.

• Identify recurring issues and opportunities for enhancing workflows, data quality, and operational efficiency.

• Maintain project documentation, standard operating procedures, training materials, and knowledge-base content.

• Communicate project status, outstanding items, risks, and decisions to stakeholders.

• Record common issues, solutions, and lessons learned.

• Encourage collaboration among business, operational, accounting, and technical teams.

• Contribute to the continuous improvement of the Financial Systems team.

⛳️ Requirements

• Excellent organizational, prioritization, communication, and time-management skills.

• Capability to facilitate meetings, document decisions, and ensure follow-up on commitments.

• Proficiency in Google Workspace or Microsoft Office.

• Strong customer service, analytical, and problem-solving abilities.

• Quick learner of new systems, processes, and technologies.

• Associate degree in Business, Accounting, Information Systems, Finance, or a related field; equivalent experience is also acceptable.

• Minimum of 2+ years of experience supporting business operations, finance, accounting, technology, or project-related tasks preferred.

• Experience with project or service management platforms such as Monday.com, SolarWinds, Freshservice, Jira, or similar tools.

• Basic knowledge of project coordination and Agile or Scrum methodologies.

• Familiarity with ERP systems, financial applications, software implementations, or system integrations preferred.

• Experience with requirements gathering, process mapping, user acceptance testing, or change adoption preferred.

• Involvement in supporting workflow automation, data quality, or process improvement initiatives preferred.

• Project management, Scrum, or Agile certification, or an interest in pursuing certification preferred.

• Understanding of construction, equipment rental, distribution, or dealership operations preferred.

• Ability to sit for extended periods at a desk and work on a computer.

• Travel may be required to support integration activities, branch visits, training, and go-live events; willingness to travel up to 25% based on business requirements.

• Employment is contingent upon passing a background check; some positions may require passing a drug test based on job responsibilities.

🏝️ Benefits

• Competitive compensation.

• Comprehensive medical, dental, and vision coverage for full-time employees.

• Generous paid time off (PTO) plus paid holidays.

• 401(k) plan with company match.

• Gym membership stipend and wellness programs (earn PTO and prizes!).

• Company events and quarterly team activities.

• 16 hours of paid volunteer time each year.

• Opportunities for career advancement, leadership training, and professional development.