Finance Digital Project Coordinator

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

The Finance Project Coordinator provides administrative, scheduling, documentation, reporting, and coordination support for Finance initiatives across digital and non-digital work. This role works under the direction of PMO leadership, project managers, or senior delivery team members to support organized meetings, timely follow-up, accurate project records, tracker maintenance, financial reporting inputs, and project repositories. This role does not own project delivery, project decisions, budget management, or direct stakeholder management responsibilities.

Responsibilities:

Project Planning Support

• Maintain assigned project planning materials, schedules, calendars, meeting materials, and project records based on direction from project leadership.
• Support updates to project planning materials and schedules based on direction from project leadership.
• Support project teams with administrative coordination, document organization, and repository maintenance.
• Support keeping planning materials and documentation current, organized, and accurate.

Project Coordination

• Coordinate meeting logistics, including scheduling, agendas, meeting materials, attendance support, meeting notes, action items, and follow-ups.
• Maintain action item trackers and follow up with owners on upcoming or overdue items based on direction from project leadership.
• Support project onboarding and access coordination, including maintaining project team lists and coordinating access to approved project tools and repositories.
• Attend assigned project or PMO meetings with PMO leadership or project managers to listen for key updates, decisions, action items, and follow-ups, and update approved trackers or documentation based on meeting outcomes and PM/PMO direction.

Administrative and Documentation Support

• Create, update, and maintain project documentation, trackers, logs, and project records as directed.
• Maintain project repositories, file organization, documentation version control, and approved project folders.
• Collect required information and inputs from internal teams, vendors, or project team members to support assigned administrative activities.
• Support preparation, formatting, and distribution of approved project communications, meeting materials, and documentation.