Finance Project Manager
About The Position
The Finance Project Manager role will focus on PMO, commission process and calculation, treasury, and insurance liaison. Job Duties include the following: Strategic Financial Leadership Leadership in Business Transformation: Leading finance-related transformation initiatives, ensuring the financial systems, processes, and strategies evolve to support broader business objectives. Cross-Departmental Influence: Collaborating with senior executives and department heads (e.g., HR, IT, Sales, Operations) to align financial operations with company-wide strategic initiatives and goals. Treasury and Cash Flow Management Day-to-day treasury activities and reporting including a 13-week cash projection Commission Calculations and Processing Calculate monthly commissions using complex commission plans across all business units. Identify opportunities for improvement in process through automation Risk & Insurance Management Compliance & Regulatory Knowledge: Work with brokers and insurance carriers on audit and other reporting requirements. Project Management and PMO Expertise PMO Leadership: Managing and directing a Project Management Office (PMO) to ensure the successful execution of financial and operational projects, from budgeting and scope definition to tracking and delivery. Project Prioritization & Resource Allocation: Experience in managing a portfolio of cross-functional projects. Stakeholder Engagement and Reporting: Overseeing project reporting to C-suite and other senior leadership, ensuring transparency and communication about progress, risks, and changes. Lead the execution of financial and operational projects with strong project management skills, demonstrating proficiency in advanced Excel, ERP systems (SysPro, StoneProfits, SAP, Oracle, etc.), financial modeling, and project management tools (MS Project, Jira, etc.) Financial Operations and Process Optimization Financial Operations Management: Leading the optimization of financial processes to increase efficiency, reduce costs, and improve overall business performance (e.g., through automation, digitization). Change Management: Leading organizational change initiatives, such as implementing new financial systems, restructuring finance teams, or adapting to industry changes, while ensuring team engagement and performance.
Requirements
- Bachelor’s degree in finance, accounting, management, computer information management, or related field, plus 2 years of experience in budget preparation, financial forecasting, and trend analysis, with a strong focus on supporting strategic decision-making and driving accountability to achieve financial targets.
Responsibilities
- Strategic Financial Leadership
- Leadership in Business Transformation
- Cross-Departmental Influence
- Treasury and Cash Flow Management
- Day-to-day treasury activities and reporting including a 13-week cash projection
- Commission Calculations and Processing
- Calculate monthly commissions using complex commission plans across all business units
- Identify opportunities for improvement in process through automation
- Risk & Insurance Management
- Compliance & Regulatory Knowledge
- Work with brokers and insurance carriers on audit and other reporting requirements
- Project Management and PMO Expertise
- PMO Leadership
- Managing and directing a Project Management Office (PMO) to ensure the successful execution of financial and operational projects, from budgeting and scope definition to tracking and delivery
- Project Prioritization & Resource Allocation
- Experience in managing a portfolio of cross-functional projects
- Stakeholder Engagement and Reporting
- Overseeing project reporting to C-suite and other senior leadership, ensuring transparency and communication about progress, risks, and changes
- Lead the execution of financial and operational projects with strong project management skills, demonstrating proficiency in advanced Excel, ERP systems (SysPro, StoneProfits, SAP, Oracle, etc.), financial modeling, and project management tools (MS Project, Jira, etc.)
- Financial Operations and Process Optimization
- Financial Operations Management
- Leading the optimization of financial processes to increase efficiency, reduce costs, and improve overall business performance (e.g., through automation, digitization)
- Change Management
- Leading organizational change initiatives, such as implementing new financial systems, restructuring finance teams, or adapting to industry changes, while ensuring team engagement and performance
Benefits
- Medical
- Dental
- Vision
- Employer Paid Basic Employee Life and AD&D Insurance
- Employer Paid Long Term Disability
- Flexible Spending Accounts
- Voluntary Short-Term Disability
- Voluntary Life and AD&D Insurance
- Voluntary Accident Insurance
- Voluntary Critical Illness Insurance
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What This Job Offers
Job Type
Full-time
Career Level
Manager
