Project Financial Coordinator

2025 Opportunities Kalamazoo, Michigan


Description

Position at CSM Group

ABOUT US:

We are a nationally ranked, safety-focused, and talent-driven organization focused on delivering project management services through tailored delivery models. Our strength is our ability to match a delivery model to specific project needs, making the construction process feel easy.

Our foundation is built on our people, culture, and values. Our teammates come first. We support each other through successes and failures and respect each other's ideas and opinions. We are a People First company. We know there is always a way to do it better, so we seek and nurture curious minds with a desire to solve problems and move forward by being creative and curious together. We celebrate each other's successes and acknowledge hard work because we know our people are the backbone of our success. #StrongerTogether!

Leading with safety is our No. 1 priority. We believe it is a fundamental human right to have a safe workplace, so we dedicate ourselves to creating safe environments for our people and everyone we do business with.

In addition to a positive atmosphere, a happy, healthy, and supportive work environment is especially important. Upon joining CSM Group, we will provide you with a robust onboarding program to expose you to broad aspects of the organization by meeting with operations, business leaders, and peers to better understand how we operate.

SUMMARY:

The Project Financial Coordinator (PFC) is an integral member of the project team and is responsible for project coordination with an emphasis on accounting and budget administration.  The PFC handles administrative tasks, such as document and information distribution, financial report collation and communication support throughout the entire life cycle of a project.

The PFC handles the administrative function through all phases of the project delivery process and construction activities and is responsible for monitoring and coordinating the financial activities of the assigned project. They must have the capability to meet schedule and deliverable requirements accurately, promptly and professionally as directed by the Project Director and project teams. The PFC will also collaborate and communicate with vendors/suppliers and contractors during all aspects of the project as needed by the PM to improve the efficiency and reliability of project execution. The PFC must also effectively execute coordination and communications with the project team to assure schedule targets and assigned deliverables are completed in a timely manner.

The Project Financial Coordinator reports to the Operations Director.. They will also have substantial interaction with and receive direction from Project Coordinators, Project Managers, and other project team members. The PFC must be able to work in a matrix organization where working with and through others to achieve the project goals.

This is a full time FLSA-exempt position. The position requires 40 work hours per week with the ability to work more if necessary.    

ESSENTIAL DUTIES & RESPONSIBILITIES:

  • Assists management of project financials including reporting of overall budget and contingency status, actual spend tracking, maintaining accuracy of costs associated with each project and project documentation.
  • Collaborates with the accounting department and prepares monthly client billing.
  • Provides weekly reports to project team.
  • Responsible for monthly reviewing and processing subcontractor invoices.
  • Processes subcontractor financials inclusive of contracts, change orders including cost compilation and issue resolution.
  • Responsible for entering and maintaining project budgets into Procore.
  • Responsible for assembling and providing owner closeouts documents.
  • Supports project teams throughout the lifecycle of a project.

MINIMUM REQUIREMENTS:

  • Bachelor’s Degree in Business Administration, Accountancy, Finance or similar field; or equivalent experience
  • A minimum of 5 years of accountancy and/or billing experience  
  • Proficient with Microsoft Office products and Adobe Acrobat
  • Excellent communication skills
  • Creative, innovative, and fun!

Valued, but not required

  • Billing experience in the construction management industry
  • Familiarity with Procore (a construction management software)
  • Familiarity with Timberscan (invoice routing)
  • AIA contract documents and software 
COMPETENCY REQUIREMENTS: 
  • Action Oriented
    • You readily take action on challenges without unnecessary planning.
    • You identify and seize new opportunities.
    • You display a can-do attitude in good and bad times.
    • You step up to handle tough issues.
  • Collaborates
    • You work cooperatively with others across the organization to achieve shared objectives.
    • You represent your own interests while being fair to others and their interests.
    • You credit others for their contributions and accomplishments.
    • You partner with others to get work done.
    • You gain the trust and support of others.
  • Communicates Effectively
    • You are effective in a variety of communication settings: 1:1, small and large groups, or among diverse styles and position levels.
    • You attentively listen to others.
    • You adjust to fit the audience and the message.
    • You provide timely and helpful information to others across the project team and organization.
    • You encourage the open expression of diverse ideas and opinions.
  • Interpersonal Savvy
    • You relate comfortably with people across levels, functions, and cultures.
    • You act with diplomacy and tact.
    • You build rapport in an open, friendly, and accepting way.
    • You build constructive relationships with people both similar and different than you.
    • You pick up on interpersonal and group dynamics.
    • You can diffuse even high-tension situations comfortably.
  • Situational Adaptability
    • You pick up on situational cues and adjust in the moment.
    • You readily adapt personal, interpersonal, and leadership behavior.
    • You understand that different situations may call for different approaches. 
    • You can act differently depending on the circumstances.
 
BENEFITS FOR THIS POSITION INCLUDE:
  • Medical, Dental & Vision Package
    • Eligibility begins on the date of hire
    • Telemedicine included in benefit package at no additional charge to employee
    • Company provided annual HSA contributions
    • Dependent care FSA, Medical FSA, Limited care FSAPaid Time Off
  • 15 days' paid time off per year
    • Regularly scheduled, full-time employees begin accruing PTO from their start date of hire, with increases occurring after designated years of service. Employees can accrue a maximum of 1.5 times the annual accrual amount.
  • Holiday Pay
    • 6 Paid U.S. Holidays
    • 2 Paid Floating Holidays (employees hired on or after July 1 will receive 1 Floating holiday 1st  year.)
  • Retirement Savings Plan 401(k)
    • Employees have the option to contribute to Traditional and/or Roth 401(k) plans.
    • Company 401(k) Matching Contributions
    • Individual & group learning sessions on portfolio planning
    • 100% vesting after 3 years of service
  • Bi-weekly cell phone stipend
  • Employer Paid Enhanced Employee Assistance Program (EAP)
    • Including but not limited to: Emotional well-being, family and relationships, legal and financial matters, healthy lifestyles, work and life transitions
    • Access to EAP professionals 24 hours a day, seven days a week
    • 3 face-to-face sessions with a counselor (per area of support per household per calendar year)
      • Service includes eligible dependents
  • Personal, competency-based development program to assist in future career growth
  • Paid Parental Leave Policy: Maternal, Paternal & Adoption
  • Company Paid Short and Long-Term Disability Insurance
  • Optional Term Life and AD&D Insurance
  • Annual apparel allotment
  • Corporate and Community Events
Physical Demands & Work Environment – Jobsite 
 
The physical demands & work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Please reach out to People Operations should you require such accommodation(s). 
 
While performing this job, the employee may be regularly required to drive to and from the jobsites/assigned locations, sit, walk, stand, talk, hear, and smell. A major portion of the employees’ tasks require extensive walking around the jobsite, including active construction areas. The employee is required to traverse uneven terrain and work from ladders, scaffolds, and other structures, as well as work at variable heights. The employee is frequently required to use hands to handle tools, controls, and for fine motor coordination like computer work. The employee is occasionally required to reach with hands and arms. The employee is occasionally required to climb or balance, stoop, kneel, crouch, and/or crawl. The employee must also occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. 
 
For Field positions, while performing this job, the employee must frequently inspect the project site and may be exposed to ongoing construction activities, vibrations, noise, and various outside weather conditions (in all seasons). Work environment involves moderate risks which may require safety precautions. The noise level in the work environment may range from quiet to loud.  The proper use of Personnel Protective Equipment (including but not limited to safety boots, hardhat, and protective eyewear) is required on the jobsite. This Position Description reflects the position’s essential functions and does not prescribe or restrict the tasks that may be assigned. 
 
CSM Group is an Equal Opportunity Employer (EOE). We celebrate diversity and invite all qualified applicants to apply without fear of judgement and pledge to not discriminate against individuals because of their race, color, religion, sexual orientation, national origin, gender or gender identity, pregnancy, physical or mental disability, veteran status, age, or any other status protected under applicable laws.