Senior Expert Project Manager (Financial Systems)

Senior Expert Project Manager (Financial Systems)

Hybrid - 3 days on Site.

Skills: Budgeting and Forecasting, Financial Analysis, Project Management, Financial Software, Financial Regulations, CPA or CFA, Planview, Microsoft Excel, Financial Manage

Experience level: Mid-senior

Experience required: 7 Years

Education level: Bachelors degree

Job function: Finance Industry: Insurance

Pay rate : $75 per hour

Relocation assistance: No

Visa sponsorship eligibility: No

Please do not apply IT/Technical Project Managers who have some background in Finance or Managing Project Financials. The ideal candidate should possess a robust background in financial management, demonstrating proficiency in Overseeing/Owning comprehensive financial responsibilities, including budgeting and forecasting. While not necessarily a highly skilled project management professional, the candidate should excel in the complete realm of finance and accounting.

Experience with Planview is MUST!

Responsibilities:

Financial Management: Manage and maintain project financials, including budgeting &, forecasting.
Budgeting and Forecasting: Collaborate with tech product owners & project managers to develop project budgets and forecasts. Monitor and analyze project financial performance, identify & document variances.
Financial Reporting: Prepare and distribute regular financial reports to leadership highlighting key financial metrics, variances, and trends. Provide insights and analysis to support decision-making and ensure transparency and accountability.
Stakeholder Engagement: Collaborate with technical product managers & project managers to provide financial guidance and support. Communicate financial information effectively and build strong relationships with project teams and stakeholders.
Process Improvement: Identify opportunities for process improvement and automation in financial management. Streamline financial processes, enhance data accuracy and integrity, and leverage technology tools to optimize efficiency and effectiveness.
Project Governance: Maintain project governance processes and standards. Ensure adherence to project management methodologies, frameworks, and best practices. Develop and implement project management policies, procedures, and templates.
Resource Management: Assist in resource allocation and capacity planning. Coordinate with project managers to ensure appropriate resource availability and utilization.
Quality Assurance: Conduct quality reviews and audits to ensure compliance with project management standards and requirements. Identify areas for improvement and implement corrective actions. Facilitate lessons learned sessions and knowledge sharing.
PMO Support: Provide administrative and operational support to the PMO. Maintain project management tools, templates, and repositories.
Continuous Improvement: Identify opportunities for process improvement and optimization within the PMO.
PMO Governance and Compliance: Ensure compliance with organizational policies, standards, and regulatory requirements. Support internal and external audits by providing accurate and complete project documentation. Maintain PMO governance frameworks and controls.
Qualifications/Skillset:

Bachelors degree in finance, Accounting, or a related field.

Proven experience in project financial management, budgeting, and forecasting.

Strong analytical and critical thinking skills.

Proficiency in financial management software and tools.

Excellent attention to detail and accuracy.

Attention to detail and ability to work with complex data.

Strong communication and interpersonal skills.

Ability to work collaboratively in a team environment.

Knowledge of financial regulations and compliance requirements.

Professional certifications such as CPA or CFA are a plus.

Proven experience in project management or PMO roles.

Strong knowledge of project management methodologies and frameworks (e.g., Agile, Waterfall).