Project, Client & Financial Coordination~

• Support project setup by creating projects in internal systems once approvals are received.
• Track outstanding client paperwork, proposals, and follow-ups to support timely execution and invoicing.
• Maintain an up-to-date client database, including points of contact and invoicing details.
• Collect AP invoices received by team members, forward to the data team for cross-referencing, and provide summarized cost information to Finance leadership for client invoicing.

Timekeeping & Compliance Support~

• Track overtime hours, sick time entries, and time-off records, ensuring approvals are confirmed and escalated as required.
• Support compliance reporting by maintaining accurate records and documentation aligned with internal requirements.

Cross-Functional Collaboration~

• Work closely with management to understand priorities and align data preparation, reporting, and execution accordingly.
• Coordinate with internal teams, clients, vendors, and stakeholders to ensure information accuracy and process continuity.
• Provide process documentation and detailed notes to the technology team to support automation of manual reporting, reconciliation, and data distribution tasks.

Scope & Authority~

• This role supports execution, tracking, and escalation only.
• Financial approvals, payroll, billing releases, and payments remain with Finance leadership.

Skills~

• Strong time management skills.
• Diligent with great attention to detail.
• Must be comfortable with multi-tasking.
• Positive, team-focused attitude with a willingness to pitch in to help where needed.
• Able to analyze software to extract relevant information.
• Must be proficient in MS Excel (pivot tables, handling large datasets).

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.