[Hiring] Financial Systems Project Coordinator @EquipmentShare

Role Description

The Financial Systems Project Coordinator is to support system implementations, integrations, enhancements, and process improvements across the organization.

• Coordinates the intake, review, documentation, and prioritization of financial systems requests, helping determine whether work should be managed as support tickets, sprint items, or formal projects.
• Partners with stakeholders to clarify business needs, requirements, expected outcomes, scope, and priorities.
• Supports projects from discovery and planning through testing, implementation, stabilization, and transition to ongoing support.
• Maintains project plans, timelines, milestones, action items, decision logs, and implementation checklists.
• Supports backlog management, sprint planning, and Agile ceremonies as applicable to assigned work.
• Coordinates meetings, documents decisions, and follows up with owners on outstanding deliverables.
• Tracks risks, issues, dependencies, and blockers, escalating concerns as needed.
• Develops an understanding of assigned financial systems, business processes, and operational workflows.
• Translates business needs into clear requirements, process documentation, user stories, and acceptance criteria as appropriate.
• Helps investigate system and process issues and coordinate resolution with functional and technical teams.
• Assists with user acceptance testing, process validation, training, and user adoption.
• Identifies recurring issues and opportunities to improve workflows, data quality, and operational efficiency.
• Maintains accurate, accessible project documentation, standard operating procedures, training materials, and knowledge-base content.
• Communicates project progress, outstanding items, risks, and decisions to stakeholders.
• Documents common issues, resolutions, and lessons learned.
• Promotes collaboration between business, operational, accounting, and technical teams.
• Contributes to continuous improvement across the Financial Systems team.

Qualifications

• Strong organizational, prioritization, communication, and time-management skills.
• Ability to facilitate meetings, document decisions, and follow up on commitments.
• Proficiency in Google Workspace or Microsoft Office.
• Strong customer service, analytical, and problem-solving skills.
• Ability to learn new systems, processes, and technologies quickly.

Requirements

• Exposure to ERP systems, financial applications, software implementations, or system integrations.
• Familiarity with requirements gathering, process mapping, user acceptance testing, or change adoption.
• Experience supporting workflow automation, data quality, or process improvement initiatives.
• Project management, Scrum, or Agile certification, or interest in pursuing certification.
• Familiarity with construction, equipment rental, distribution, or dealership operations.
• Associate degree in Business, Accounting, Information Systems, Finance, or related field; equivalent experience will also be considered.
• At least 2+ years experience supporting business operations, finance, accounting, technology, or project-related work preferred.
• Experience using project or service management platforms such as Monday.com, SolarWinds, Freshservice, Jira, or similar tools.
• Working knowledge of project coordination and Agile or Scrum practices.

Benefits

• Competitive compensation.
• Full medical, dental, and vision coverage for full-time employees.
• Generous PTO + paid holidays.
• 401(k) + company match.
• Gym membership stipend + wellness programs (earn PTO and prizes!).
• Company events and quarterly team activities.
• 16 hours of paid volunteer time per year — give back to the community you call home.
• Career advancement, leadership training, and professional development opportunities.