A financial systems coordinator is needed to provide hands-on project and administrative support to a Financial Systems team within a fast-paced Los Angeles law firm environment. This position will help coordinate multiple projects and workstreams, maintain documentation and trackers, organize meetings and follow-ups, assist with systems implementations and testing, and keep project information accurate and accessible.

The ideal candidate is highly organized, comfortable with technology, and able to manage numerous assignments at the same time. This position requires someone who can take ownership of assigned tasks, gather necessary information, follow up with stakeholders, and provide clear status updates without requiring constant direction. Previous exposure to financial systems, accounting, project coordination, or professional services is helpful but not required.

Financial Systems Project Support

Provide day-to-day project coordination and administrative support to the Financial Systems team.

Assist with multiple projects and workstreams simultaneously.

Track open items, deadlines, dependencies, decisions, follow-ups, and next steps.

Maintain project plans, status trackers, meeting notes, and supporting documentation.

Help ensure project information remains current, accurate, and organized.

Monitor outstanding assignments and proactively follow up with appropriate stakeholders.

Assist with gathering and organizing information for systems-related projects.

Provide updates on assigned tasks and project status.

Identify items requiring additional follow-up, response, or escalation.

Adjust priorities as project and business needs change.

Systems Implementations & Testing

As a financial systems coordinator, this professional will assist with technology initiatives involving financial and enterprise systems.

Support financial systems implementations, upgrades, and related projects.

Assist with testing and rollout coordination.

Track testing requirements, outstanding issues, documentation, and completion status.

Gather information from Accounting, IT, Financial Systems, vendors, and other stakeholders.

Organize project materials needed for implementations and system changes.

Maintain accurate records of issues, decisions, and action items.

Help coordinate follow-up activities during testing and rollout periods.

Support the team as new systems, tools, or processes are introduced.

Project Tracking & Documentation

Create and maintain Excel spreadsheets, project lists, trackers, and reports.

Assist with project and vendor budget tracking.

Maintain supporting documentation related to budgets and project changes.

Organize project files and documentation in SharePoint and other internal systems.

Keep working materials structured and easy for team members to locate.

Maintain meeting notes and document decisions and next steps.

Track project communications and identify items requiring action.

Assist with improving tracking methods and project documentation processes.

Use Microsoft 365 tools to organize information and support efficient workflows.

Meeting & Stakeholder Coordination

Schedule project meetings with internal teams, vendors, and other stakeholders.

Prepare and organize materials for meetings.

Document action items, decisions, and follow-up requirements.

Track outstanding information after meetings.

Follow up with team members and vendors regarding pending items.

Communicate professionally with individuals across different departments and levels of the organization.

Coordinate with Accounting, IT, Financial Systems, and other business functions as projects require.

Help maintain clear communication across active projects and workstreams.

Financial Systems Coordinator Qualifications

Exceptional organizational and coordination skills.

Ability to manage multiple assignments, deadlines, and project details simultaneously.

Strong attention to detail and commitment to accuracy.

Ability to work effectively in a fast-paced, high-volume environment.

Strong follow-through and willingness to take ownership of assigned responsibilities.

Ability to adapt when priorities or project requirements change.

Strong written and verbal communication skills.

Confidence following up with stakeholders regarding outstanding information or action items.

Strong computer skills and ability to learn new software quickly.

Proficiency with Microsoft Office and Microsoft 365.

Strong working knowledge of Excel, Outlook, Teams, and SharePoint.

Ability to work independently while collaborating closely with a project team.

Good judgment when prioritizing assignments or escalating issues.

Ability to appropriately handle confidential and sensitive information.

Preferred Experience

Previous experience in one or more of the following areas is helpful:

Project coordination or project management support

Financial systems or enterprise software

Accounting or finance operations

Systems implementations or upgrades

Law firm or professional services environments

Project trackers and status reporting

Budget tracking and documentation

SharePoint site or document management

Financial or accounting technology

An associate’s or bachelor’s degree is preferred but not required when supported by relevant experience. Coursework in accounting, finance, information systems, business, or project management is also beneficial.

Position Details

Location: Los Angeles, CA

Salary: $60,000–$65,000 annually

Classification: Non-exempt

Training Schedule: 5 days per week onsite during the initial training period

Post-Training Schedule: Hybrid, with 2 days per week onsite under the current policy

Primary Focus: Financial systems projects, coordination, documentation, testing, and project tracking

Key Technology: Excel, Outlook, Teams, SharePoint, and Microsoft 365

This financial systems coordinator opportunity is well suited for someone who enjoys bringing structure to complex projects and keeping numerous details organized. The position provides exposure to financial technology, project management, accounting, and cross-functional operations while offering the opportunity to develop valuable experience supporting systems projects within a sophisticated professional services environment.

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