Financial Coordinator Job Description
Financial Coordinator Duties & Responsibilities
To write an effective financial coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included financial coordinator job description templates that you can modify and use.
Sample responsibilities for this position include:
Financial Coordinator Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Coordinator
List any licenses or certifications required by the position: SFA, CPA, CHAR, CHAM, ACAMS, CIA, LA, SCO, UT, CPAR
Education for Financial Coordinator
Typically a job would require a certain level of education.
Employers hiring for the financial coordinator job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Accounting, Finance, Education, Business, Communication, Business/Administration, Administration, Computer, Management, Faculty
Skills for Financial Coordinator
Desired skills for financial coordinator include:
Desired experience for financial coordinator includes:
Financial Coordinator Examples
Financial Coordinator Job Description
- Create and maintain all of the book and magazine projects
- Trouble shoot project interface issues from payables system to Oracle
- Manage licensing
- Address month end project status updates
- Publication management
- Advertising Rate cards
- Issue budget and forecast updates
- End user setup, access, and training
- Report reconciliation troubleshooting
- Responsible for meeting and staying well within established deadlines
- Properly research cause of vendor discrepancies prior to initiating external dispute process
- Provide Supervisor and/or Manager with requested documentation in order to respond to any customer inquiry, dispute and/or request in a timely manner
- Compile all fuel documents and print consolidated barcode forms to ensure imaging department can archive the data correctly
- Bachelor’s Degree (BS, BA, ) Logistics, Inventory Management, Accounting or Business Administration
- Review/reconcile exception transactions related to an item’s retail or cost amounts
- Update Merchandise Test Classes and Giveaways for daily activities
Financial Coordinator Job Description
- Process returns of merchandise to vendors
- Fixed Asset system administration
- Provides programmatic support all UWBG program functions related to Financial Stability
- Serves as 2-1-1 Call Specialist as needed (including inclusion in the on-call rotation)
- Acts as staff lead on new projects as assigned
- Assists Community Investments System Coordinator with the maintenance, data collection, and reporting related to all Community Investments data systems
- Creative and innovative in development and implementation of programming
- Develop and maintain relationship with program partners and other stakeholder groups
- Prepares reports based on program data and activity
- Monitors grant and report deadlines and follows up with relevant parties to ensure compliance
- Microsoft Office Program Experience – Preferably in Excel
- Ensures accurate record-keeping in regards to grantees and grant requirements
- Recruits among stakeholders for volunteer engagement and initiative participation
- Develops written program materials and correspondence as needed
- Provides support of all Community Investment functions
- Represents Community Investments at meetings, events, presentations, and other such activities as requested or required
Financial Coordinator Job Description
- Support project leadership and project team members with administrative aspects of project deliverables
- Schedule meetings and conference calls, produce and circulate meeting agendas and other materials, attend meetings as assigned and coordinate production and distribution of meeting minutes
- Arrange meeting space and hospitality, provide on-site administrative support for in-person meetings
- Supports the SSC departments by providing timely delivery of scheduled reports
- Ensures appropriate distribution of scheduled reports to SSC Departments
- Completes ad hoc data requests across SSC operational units
- Maintains technical and process flow documentation for scheduled reports
- Performs quality reviews of scheduled reports for adherence to technical specifications
- Assist in master file maintenance as needed
- Provides updated budget estimates & account research
- Personal leadership within a team environment multi-tasker, self-motivated and takes initiative, shares credit and takes responsibility for actions
- Perform at “meets” or “exceeds” levels in all areas of responsibility
- Exhibit confidence/maturity in interactions with all members of these organizations
- General Office Administration for a Technical R&D and IT Team
- Financial and budget oversite skills, management and organization of team expenses (OpEx and CapEx), Purchase Orders (POs)
- 5+ years of administrative/project experience in a professional office environment, large organization preferred, with 4+ years providing direct C-level support
Financial Coordinator Job Description
- Provides expertise and monitors post- award administration and financial stewardship which includes a detailed monthly review and reconciliation of both non-sponsored and sponsored projects and working closely with OSR and ASRSP staff throughout the process
- Reviews and/or approves transactions, reconciles budget and payroll information
- Completes pre-award administration for grants and/or contracts for a wide variety of sponsors with complex requirements which involves reviewing the solicitation and determining and advising faculty on necessary components
- Oversee creation of nominations and prepare nominations for LCMS lab and sample storage kits
- Monitor and enter client invoice into client portals for invoice payment
- Add invoices to WIP at the end of the month
- Add POs to the WIP and track PO limits and expenditures
- Follow up on sample storage charges monthly
- Contacting patients via telephone prior to their scheduled Dr.’s appointment, and obtaining their demographic and financial information according to departmental documentation guidelines
- Generating Medical Record Numbers as requested by any clinical areas that may need tests reviewed
- Financial and budget management skills
- Oversite and manage team training needs and requirements (tracking and administration)
- Self-motivated, takes initiative and pride in running a smooth office operation within a technical organization
- Emotional maturity, highly resourceful team-player, with the ability to also be extremely effective independently
- Ability to independently perform specialized administrative routines for a large, complex projects
- Able to build trust and consensus
Financial Coordinator Job Description
- Using all system resources and completing thorough account analysis to respond to inquiries
- Informing patients about their financial responsibilities, options and actions to be taken
- Preparing, monitoring, and managing budgets fiscal year closings, which includes working with HRP directors on the management of the financial operations of the Program
- Coordinating monthly budget meetings for HRP directors, including setting agenda for meetings and preparing monthly financial reports (and other reports as necessary) for internal monitoring purposes
- Tracking and processing gifts and other income
- Working with HRP directors on grants management and reporting to donors
- Working with HRP directors on budget development for grant proposals
- Overseeing and approving financial transactions (reimbursements, purchasing cards, corporate cards, vendor orders, telephone charges, and journal voucher(s)
- Overseeing faculty budgets for HRP clinical faculty
- Documenting and communicating administrative and financial policies and procedures to HRP staff, including training clinical staff to prepare and manage budgets
- Bachelor’s Degree with major study in accounting, business administration or related field and two years of work experience as a Fiscal Specialist or equivalent education/experience
- Bachelor's degree in Accounting, Finance, Human Resource Management or related field
- 1 year of related experience in HR, Finance, or Accounting
- Prior experience with CU system, including HRMS/HC, PeopleSoft, and Concur
- Master’s degree in HR or Business Administration, or related field
- Experience providing training and instruction