Financial Project Coordinator (Remote)

Financial Project Coordinator | Selah Trust | Worldwide

Job Title: Financial Project Coordinator (Remote CFO Services)
Location: Remote / Flexible
Company: Selah Trust

Position Overview:
We are seeking a Financial Project Coordinator to play a critical role in supporting the delivery of our Remote CFO services. This individual will be responsible for ensuring seamless communication, efficient project oversight, and effective team coordination. As a key member of our team, the Financial Project Coordinator will support onboarding, client transitions, document management, and the execution of strategic financial projects.

If you are versatile, resourceful, and thrive in a collaborative, deadline-driven environment, we’d love to hear from you!

Key Traits

• Versatile: Adaptable and able to support various team members and projects as needed.
• Team Player: Works well in a collaborative environment.
• Self-Starter: Proactively identifies and completes tasks with minimal supervision.
• Resourceful: Finds solutions to maximize team and client success.
• Strong Communicator: Ensures communication is timely, thorough, and effective across teams and clients.
• Deadline-Oriented: Manages deadlines and holds the team accountable.
• Efficient: Continuously seeks to improve processes and create efficiencies.

Responsibilities

• Team & Client Communication
• Ensure timely and thorough communication with team members and clients.
• Coordinate client updates and status reports to maintain transparency.
• Meeting Coordination
• Schedule and manage team and client meetings, including preparing agendas and tracking follow-ups.
• Process & Efficiency Optimization
• Identify and implement process improvements to ensure smooth team operations and improved client service.
• Project Oversight
• Oversee key projects, including:
• New Client Onboarding: Ensure all onboarding tasks are completed efficiently.
• Review & Analysis: Collaborate with the financial team to deliver actionable insights.
• Implementation: Facilitate the execution of financial strategies and plans.
• CFO Services: Support the delivery of weekly, monthly, quarterly, and annual services.
• Client Transitions: Coordinate smooth transitions for incoming or outgoing clients.
• Partner Coordination
• Act as a liaison with external partners, such as KD, Dexteritas, and Watchdog, to ensure alignment on deliverables.
• Document Management
• Maintain and organize all client documents.
• Prepare key documents such as review and analysis summaries, implementation plans, and financial reports.
• Hands-On Assistance
• Support the financial team with Review & Analysis, Implementation, and ongoing Remote CFO services.

Qualifications

• Proven experience in project coordination, financial services, or a related field.
• Strong organizational skills and attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to manage multiple tasks and meet tight deadlines.
• Proficiency in document management and financial reporting tools.
• Experience working with remote teams is a plus.

What We Offer:

• Opportunity to work with a dynamic and supportive team.
• Flexible remote work environment.
• Professional growth and development opportunities.

Job Type: Full-time

Pay: $40,000.00-$60,000.00 per year

Benefits:

• Flexible schedule

Schedule:

• Monday to Friday

Work Location: Remote

Tagged as: remote, remote job, virtual, Virtual Job, virtual position, Work at Home, work from home