Project Coordination Officer

Who we are:

Leo Berwick is an innovative mergers and acquisitions consulting firm. We are comprised of experienced advisors from global law and accounting firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every client.

About the role:

The Project Coordination Officer ensures smooth project delivery by managing contracts, billing alignment, and financial compliance. Serving as the central point of contact, this role tracks project utilization, supports accurate invoicing, and maintains organized records for reporting and audits. With a focus on efficiency and accuracy, the officer helps drive accountability, resolve issues, and support leadership in improving financial operations.

Benefits & Perks:

• Unlimited paid time off including 2 weeks of disconnected time off annually
• Generous performance-based bonuses
• Flexible working arrangements – remote and location flexibility
• Attractive medical, dental insurance
• Pension & retirement contributions
• Monthly fringe benefit stipend (up to $500)
• Additional benefits to support your physical and mental wellness

Key Responsibilities:

Manage and Maintain accurate records of client contracts, SOWs, and MSAs

• POC for all project folders and code alignment for services rendered.
• Track contract terms to ensure alignment with billing schedules.
• Flag any discrepancies in contract execution or financial obligations.
• Manage utilization and realization against scope of work.

Time Tracking & Cost Analysis

• Ensure project time entries are correctly recorded.
• Calculate billable amounts based on contract stipulations.
• Forecasting and accruals against scope.
• Identify and escalate inconsistencies in time reporting or cost allocations.

Record Retention & Compliance

• Organize financial documents for easy access and audit purposes.
• Maintain compliance with internal financial policies and external regulations.
• Support financial reporting needs by ensuring accurate record-keeping.

Operational Support & Escalation

• Identify gaps or issues in financial operations and suggest corrective actions.
• Collaborate with leadership on billing adjustments or process improvements.
• Provide insights into financial data trends for operational efficiency.

Front Office Billing & Invoicing

• Verify T&M vs Fixed Price projects and track accordingly.
• Review invoices against scope of work to ensure accuracy.
• Support partners, through project tracking in following up on outstanding payments.

Qualifications

• Bachelor’s degree in Business Administration or related field (preferred).
• 2–4 years of project coordination or financial operations experience; professional services or high-growth environment a plus.
• Strong organizational skills with ability to manage multiple projects, documents, and deadlines.
• Analytical and detail-oriented, with experience interpreting financial data and tracking utilization.
• Effective communicator and central point of contact, skilled at engaging stakeholders and escalating issues when needed.
• Proactive problem-solver with a track record of recommending process improvements.
• Self-motivated, adaptable, and able to work independently as well as collaboratively.

How to Apply:

To be considered for this opportunity, please carefully follow these application instructions:

1. Email your application to [email protected]
2. Use the exact subject line: Your Name, Project Coordination Officer
3. Attach a PDF copy of your resume to the email. (Resumes in other formats will not be considered.)
4. (Optional but appreciated) Share one to two sentences about why you’re interested in this role.

Equal Opportunity Statement:

Leo Berwick provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type with regard to race, age, ancestry, color, creed, disability status (physical or mental), gender, marital status, legally-protected medical condition (including pregnancy), national origin, religion, gender identity or expression, genetic information, sexual orientation, military, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.