Project Coordinator III (6350)

itD Tech
Sunnyvale, CA
HybridCareer-pivot friendly

Who this role is best for

Strong fit for candidates with financial operations experience who build AI-driven automation solutions, working in hybrid arrangements within the Hardware Devices domain.

Best fit for

  • Candidates with 5+ years in financial operations and AI automation expertise
    — “5+ years of experience in financial operations, spend analysis, budgeting, and forecasting”
  • Professionals skilled in creating dashboards and financial insights for leadership
    — “Develop and maintain recurring reports and dashboards covering budget status, forecasts, commitments, vendors, purchase orders, and financial performance for leadership”
  • Individuals who thrive in cross-functional collaboration and hybrid work setups
    — “Partner with budget owners, engineering teams, Procurement, Sourcing Managers, Accounts Payable, and program management”

Things to consider

  • Hybrid work requires 3 days per week onsite in Sunnyvale, CA
    — “Hybrid — Sunnyvale, CA (3 days per week onsite)”
  • Only direct W2 candidates are considered, no sponsorship available
    — “we are only considering direct W2 candidates at this time, as we are unable to offer sponsorship”

How to stand out

  • Highlight AI automation projects in financial reporting or spend analysis
    — “Build and implement reusable AI agents, prompt-based assistants, and workflow automation solutions”
  • Emphasize experience with BI tools like Tableau or Power BI in your resume
    — “Experience building dashboards and data visualizations using Tableau, Power BI, Looker, or equivalent BI tools”
  • Showcase skills in explaining financial findings to non-finance stakeholders
    — “Demonstrated ability to create and present financial reports and insights to directors and senior leadership, including non-finance stakeholders”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • supporting budget planning and forecasting
  • delivering actionable financial insights
  • building AI agents and workflow automation
Typical background
financial operationsspend analysisbudgeting

Skills & requirements

Required

Financial OperationsSpend AnalysisBudgetingForecastingAi-driven Workflow Automation

Preferred

Prompt EngineeringAI Agent DevelopmentWorkflow AutomationData Visualization

Stack & domain

Ai-driven Workflow AutomationFinancial OperationsSpend AnalysisBudgetingForecastingAI Agent DevelopmentWorkflow AutomationFinancial Data AnalysisDashboard And Data VisualizationTableauPower BILookerCommunication SkillsAutonomyManaging Competing PrioritiesMeeting DeadlinesProactiveAI

About the role

Original posting from itD Tech via Greenhouse

Project Coordinator III

itD is seeking a Project Coordinator III to support budget planning, forecasting, spend governance, accruals, and reporting within a leading technology company's Hardware Devices organization. The ideal candidate will bring 5+ years of experience in financial operations, spend analysis, budgeting, and forecasting, with practical expertise in AI-driven workflow automation and a proven track record of delivering actionable financial insights to directors and senior leadership.

Location: Hybrid — Sunnyvale, CA (3 days per week onsite).

Duration: 12 months

Pay Rate: $60 - $65 per hour.

We provide comprehensive medical benefits, a 401(k) plan, paid holidays, and more.

Please note that we are only considering direct W2 candidates at this time, as we are unable to offer sponsorship.

Responsibilities

Support quarterly and annual budget planning and forecasting cycles by guiding engineering teams through processes, resolving inquiries, and ensuring timely submissions.

Analyze budget, forecast, and actual spend data to identify variances, explain underlying drivers, and recommend opportunities to optimize spending.

Audit budget and forecast submissions to ensure financial data accuracy, integrity, and consistency across engineering teams.

Manage monthly accrual cycles by collecting and validating accruals against open purchase order balances and goods or services received, ensuring timely and accurate submissions.

Develop and maintain recurring reports and dashboards covering budget status, forecasts, commitments, vendors, purchase orders, and financial performance for leadership.

Build and implement reusable AI agents, prompt-based assistants, and workflow automation solutions to streamline recurring financial analysis, reporting, and business processes.

Partner with budget owners, engineering teams, Procurement, Sourcing Managers, Accounts Payable, and program management to resolve spend-related questions, present insights to directors and senior leaders, track action items, and drive issues to closure.

Internal Responsibilities

Attend regular internal practice community meetings.

Collaborate with your itD practice team on industry thought leadership.

Complete client case studies and learning material, including blogs and media material.

Build out material to contribute to the Digital Transformation practice.

Attend internal itD networking events, both in person and virtually.

Work with leadership on career fast-track opportunities.

Required Qualifications and Skills

5+ years of hands-on experience in spend tracking, budgeting, forecasting, and capacity or resource analysis.

Practical experience with prompt engineering, AI agent development, or workflow automation to improve business processes.

Advanced spreadsheet skills, including complex formulas, pivot tables, lookups, and large-workbook modeling.

Experience analyzing financial data, identifying spend and forecast variances, and developing actionable recommendations.

Experience building dashboards and data visualizations using Tableau, Power BI, Looker, or equivalent BI tools.

Demonstrated ability to create and present financial reports and insights to directors and senior leadership, including non-finance stakeholders.

Strong written and verbal communication skills in English, with the ability to explain financial findings clearly and concisely.

Ability to work autonomously in ambiguous environments, manage competing priorities, meet deadlines, and proactively follow up on outstanding actions.

Ability to handle confidential budget, vendor, and headcount information with discretion.

Preferred Qualifications and Skills

Experience supporting engineering, hardware, R&D, manufacturing, or consumer electronics organizations.

Experience with New Product Introduction (NPI) processes and product development lifecycle milestones.

Previous experience at major technology or product companies such as Apple, Google, or Microsoft.

Experience implementing process improvements, change management initiatives, and new business workflows.

Bachelor's degree in Finance, Accounting, Economics, Engineering, Business Analytics, Data Science, Statistics, or a related quantitative field.

Relevant professional experience or certifications in data analytics, Tableau, Microsoft Power BI, SQL, or cloud-based data analytics.

Education

A bachelor's degree in Finance, Accounting, Economics, Engineering, Business Analytics, Data Science, Statistics, or a related quantitative field is preferred but not required. Equivalent relevant professional experience may be considered.

Company Description

About itD: We are part of a new generation of consulting and software development company that blends diversity, innovation, and integrity with real business results. Our structure rejects any strong hierarchy, empowering us to deliver excellent results. We are a woman- and minority-led firm. Every day, we challenge ourselves to be considerate, fair and to re-think what great outcomes mean for our customers. This permeates down to how we approach every interaction, on every project, for every client. You’ll thrive here if you are a dynamic self-starter, a difference-maker or someone who wants to deliver great results, without constraints.

The itD Digital Experience: Joining us means you’ll be part of our global community, you have a say about your own career journey, and you’ll get a chance to give back to causes that matter. You will experience working with Fortune 500 companies and high-performance teams across numerous industries. itD offers our employees excellent benefits such as medical, dental, vision, life insurance, paid holidays, 401K + matching, networking & career learning and development programs. We are growing and we want to see you grow! Visit https://itdtech.com/careers to learn more about what working at itD can mean for you.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law. itD is committed to working with and providing reasonable accommodation to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the application process, or to perform the essential functions of a position, please contact us at recruiting@itdtech.com and let us know the nature of your request and your contact information.

Additional Info

Dynamic environment in a culture of respect, empowerment and recognition for a job well done, apply today!

Source: itD Tech careers (Greenhouse)

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