Project Manager – Finance Technology Portfolio
Position Summary
We are seeking an experienced IT Project Manager to support the delivery of projects across the Finance Technology portfolio. This role will lead technology initiatives supporting key Finance functions, including Credit, Treasury, Financial Planning & Analysis (FP&A), Tax, Accounting, and Financial Reporting. The IT Project Manager will serve as a critical connection point between Finance stakeholders and Technology teams, ensuring business needs are translated into well-defined technology initiatives and successfully delivered from initiation through implementation. The ideal candidate brings strong technology project management experience combined with an understanding of Finance processes and systems. This individual should be comfortable working with Finance subject matter experts, application owners, developers, architects, data teams, vendors, and other technology stakeholders to deliver solutions in a complex, fast-paced environment.
Responsibilities
Technology Project Delivery
- Lead technology projects across the Finance Technology portfolio from initiation and planning through implementation and stabilization.
- Manage projects involving new system implementations, application enhancements, integrations, data and reporting solutions, system upgrades, automation, and technology modernization.
- Develop and maintain comprehensive project plans covering scope, milestones, resources, dependencies, risks, issues, decisions, and implementation activities.
- Coordinate activities across internal Technology teams, Finance stakeholders, vendors, and implementation partners.
- Establish appropriate project governance, delivery cadence, reporting, and escalation processes.
- Proactively identify project risks, technology dependencies, resource constraints, and delivery challenges and drive them toward resolution.
- Manage multiple concurrent projects and priorities across the Finance Technology portfolio.
- Ensure projects meet agreed-upon scope, schedule, quality, and business objectives.
Finance Technology Partnership
- Develop a strong understanding of the Finance functions and business processes supported by the technology portfolio, including Credit, Treasury, FP&A, Tax, Accounting, and Financial Reporting.
- Partner with Finance stakeholders to understand business needs, pain points, regulatory or control requirements, and opportunities for technology enablement.
- Translate Finance needs into actionable technology initiatives in partnership with business analysts, product owners, architects, developers, and application teams.
- Facilitate alignment between Finance and Technology on requirements, scope, priorities, solution approach, and delivery expectations.
- Ensure technology teams understand the business context and objectives behind project requirements.
- Help Finance stakeholders understand technology constraints, dependencies, tradeoffs, and implementation considerations.
- Build trusted relationships across Finance and Technology to improve collaboration and project outcomes.
Systems, Data & Integration Delivery
- Coordinate delivery of solutions involving Finance applications, enterprise platforms, data, integrations, reporting, and related technology infrastructure.
- Manage dependencies across upstream and downstream applications and data flows that support Finance processes.
- Partner with technical teams to coordinate solution design, development/configuration, testing, deployment, and production readiness.
- Ensure appropriate attention is given to data quality, interfaces, reconciliations, security, controls, and operational support requirements.
- Coordinate system integration testing (SIT), user acceptance testing (UAT), defect management, cutover planning, deployment, and post-production stabilization.
- Work with application owners and support teams to ensure solutions transition effectively into ongoing production support.
Vendor & Third-Party Management
- Manage technology vendors and implementation partners supporting Finance initiatives.
- Coordinate vendor activities, deliverables, dependencies, timelines, and issue resolution.
- Ensure vendor deliverables align with internal technology standards, business requirements, and project commitments.
- Partner with Technology and Finance stakeholders during vendor evaluations and solution implementations as appropriate.
Project Governance & Stakeholder Management
- Provide clear and consistent reporting on project health, milestones, risks, issues, dependencies, budget, and key decisions.
- Facilitate project working sessions, status meetings, steering committees, and executive-level updates.
- Establish clear ownership and accountability across project teams.
- Escalate issues appropriately and facilitate timely decision-making when competing priorities or dependencies affect delivery.
- Maintain project documentation and ensure adherence to Technology project governance and delivery standards.
- Provide portfolio-level visibility into project dependencies, resource constraints, risks, and delivery priorities.
Business Readiness & Implementation
- Partner with Finance stakeholders to assess how technology changes will affect existing business processes, controls, reporting, and ways of working.
- Coordinate business readiness activities required for successful technology implementations.
- Facilitate alignment on future-state processes where technology implementations require changes to existing Finance workflows.
- Ensure appropriate plans are established for testing, training, communications, cutover, and adoption.
- Partner with Finance and Technology teams to confirm operational readiness before production implementation.
- Support post-implementation stabilization and ensure outstanding issues are transitioned to the appropriate support teams.
Qualifications
- 5–6 years of IT project management experience, including responsibility for delivering complex technology projects.
- Demonstrated experience managing projects involving enterprise applications, system implementations, application enhancements, integrations, data, reporting, or technology modernization.
Experience supporting Finance or Finance Technology initiatives, preferably involving one or more of the following areas:
- Credit
- Treasury and cash management
- FP&A, budgeting, and forecasting
- Tax
- Accounting and financial close
- Financial reporting and controls
- Demonstrated ability to manage projects involving both business and technical stakeholders.
- Strong understanding of the technology delivery life-cycle, including requirements, solution design, development/configuration, testing, deployment, and production stabilization.
- Experience managing SIT, UAT, defects, implementation readiness, and production cut-overs.
- Strong project planning, risk management, dependency management, and stakeholder management capabilities.
- Experience working with application teams, developers, architects, data teams, infrastructure teams, and third-party vendors.
- Ability to understand complex business processes and translate between business and technical audiences.
- Strong written, verbal, facilitation, and executive communication skills.
- Ability to manage multiple projects and priorities simultaneously in a fast-paced environment.
Preferred Qualifications
- Bachelor's degree in Information Technology, Computer Science, Finance, Accounting, Business, or a related discipline.
- PMP, PMI-ACP, Scrum, or similar project/program management certification.
- Experience within financial services, trading, energy/commodities, banking, fintech, or another complex financial environment.
- Experience implementing or supporting ERP, Treasury Management, FP&A, Accounting, Credit, Tax, or financial reporting platforms.
- Experience with cloud/SaaS implementations, enterprise integrations, APIs, financial data platforms, or reporting technologies.
- Familiarity with financial controls, audit requirements, reconciliations, data governance, and security requirements.
- Experience working within Agile, Waterfall, and hybrid technology delivery models.
