Job Description

Job Summary:

The Planning Coordinator with an Accounting Background plays a pivotal role in bridging project coordination with financial oversight. This position ensures seamless execution of project plans, fosters strong client relationships, and supports financial accuracy and compliance. The ideal candidate combines strategic planning capabilities with a solid foundation in accounting principles to drive operational efficiency and client satisfaction.

Key Responsibilities:

Project Coordination

• Develop and maintain detailed project schedules, resource allocations, and milestone tracking
• Monitor progress to ensure timely delivery within scope and budget
• Coordinate cross-functional teams to align on project goals and timelines

Client Relationship Management:

• Serve as a primary point of contact for client communications
• Address client inquiries and concerns with professionalism and promptness
• Build long-term relationships to support client retention and satisfaction

Communication & Collaboration:

• Facilitate clear communication between internal departments and external stakeholders
• Prepare and distribute project updates, meeting notes, and status reports
• Support team alignment through regular coordination meetings

Account Management:

• Oversee daily account activities including invoicing, order processing, and documentation
• Collaborate with sales and finance teams to support account growth strategies
• Ensure accurate record-keeping and client data management

Financial Oversight:

• Assist in preparing financial reports, budgets, and forecasts
• Ensure compliance with internal controls and regulatory standards
• Support reconciliation and audit processes as needed

Problem-Solving & Adaptability:

• Proactively identify and resolve project or client-related issues
• Adapt to shifting priorities and evolving project requirements
• Maintain composure and effectiveness under pressure

Skills

Technical Proficiency

• Utilize Microsoft Office Suite (Excel, Word, PowerPoint) for reporting and presentations
• Familiarity with project management and accounting software (e.g., SAP, QuickBooks, MS Project) is a plus

Qualifications

• Bachelor’s degree in accounting, Business Administration, or related field
• 2–4 years of experience in project coordination or account management
• Strong understanding of accounting principles and financial reporting
• Excellent communication, organizational, and interpersonal skills
• Ability to work independently and collaboratively in a fast-paced environment
  

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