Posted 1 week ago

Finance Coordinator

US001 Daniel J. Edelman, Inc. United States of America, New York, NY
Remote Full Time

Job description

We are in relentless pursuit of an equitable and inspiring workplace that is respectful of all, reflects and represents the world in which we live, and fosters trust, collaboration and belonging. Consistent with this approach, we hire the best qualified candidates for all positions. 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. Success comes from deep expertise in client‑specific billing requirements, systems, and contracts—using that knowledge to remove friction, keep transactions moving, and support client service teams. The role offers real independence once established and close connection to client‑facing teams, with clear visibility into how accurate, timely execution enables the business to operate at pace. Growth is defined by increased ownership, complexity, and mastery of the work—becoming the go‑to expert others rely on to move work forward quickly, consistently, and with confidence. Key

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, etc.). 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.

Qualifications

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Experience

• 1–3 in financial operations, billing, accounting, or similar data‑driven roles. • Comfort working in financial and billing systems, with the ability to learn new tools quickly (e.g., Workday, Ariba, or similar platforms). • Basic understanding of contracts, billing structures, and revenue-related processes. • Strong attention to detail with the ability to handle high‑volume, repeatable work accurately. • Able to stay organized and keep work moving in a fast‑paced environment with multiple deadlines. • Clear, practical communicator who can work effectively across finance, operations, and client service teams. $50,000 - $60,000 per year #LI-PP1 An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and business or organizational needs. The range listed is just one component of DJEH’s total compensation package for employees. Other rewards may include annual bonuses, a Paid Time Off policy, and region-specific benefits. DJEH offers a wide range of benefits: medical and dental insurance, vision, 401K, life insurance, disability insurance, paid time off, travel assistance and wellness programing. DJEH is proud to be an equal opportunity employer and believes in diversity, equity, and inclusion. 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. It started with one man’s passion to make an impact through stories… 70 years later, we are the world’s largest communications firm, which fosters an environment where people feel empowered to take the kind of bold action that makes careers, reshapes industries, and creates the unexpected. We are one global team, over 6,000 strong across 60 offices, grounded by our shared values. We promise an experience where our employees see that boldness is possibility, empathy is progress, and curiosity is momentum. Since Dan Edelman founded the firm in 1952, we have remained an independent, family-run business, and our culture is one that brings understanding, collaboration, and respect to our work and to each other. Diversity, equity, inclusion, and belonging (DEIB) transform our colleagues, our clients, and our communities, and propel us forward as a company. At Edelman, we are in relentless pursuit of a fair and inspiring workplace that is respectful to all, reflects and represents the world in which we live, and fosters trust and collaboration. Each day and on each project, we strive to ensure that our colleagues feel a sense of true inclusion and belonging and can bring their best to their work— taking action and shaping impactful moments and movements within our company, on behalf of our clients, and within communities around the globe. The relentless pursuit of excellence The freedom to be constantly curious The courage to do the right thing The commitment to positively impact society. We grow our people We invite and celebrate differences Our reputation is our brand We’re global, yet local We offer more than just a career – we offer a place to grow, make a meaningful impact, and help drive change alongside some of the brightest minds in the industry. Our culture is built on trust, innovation, and inclusivity, where unique perspectives are not only welcomed, but celebrated. At Edelman, your ambitions are supported, your voice matters and your work contributes to shaping the future of communications and clients’ business. Join our talent community to receive the latest DJE Holdings news and content, and to be notified when job openings match your skills and experience.

Skills and functions

  • Finance