Financial Project Manager Job Description

Financial Project Manager Job Description

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Financial project manager provides financial modeling and financial analysis support to the Business Unit for new account acquisition, large-scale project management, long-term contracts, and other ad-hoc financial projects.

Financial Project Manager Duties & Responsibilities

To write an effective financial project manager job description, begin by listing detailed duties, responsibilities and expectations. We have included financial project manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Ensure test plans are adequate and successful completion of all testing related tasks
Develop and execute implementation, change, and transition plans
Administratively close out projects, conducting post implementation review, benefits review, lessons learned, publishing information, and implementing improvement opportunities
Preparing and executing invoice requisitions
Preliminary forecasting
Preparing project calendarization, forecasting, and facilitation of project budget changes and monthly variance explanations on the project
Providing assessment on burn rates and assisting the IT project manager with their daily activity
Manage projects of various sizes, structures and locations
Develop and maintain project plans and provide regular status updates through the life cycle of the project
Stakeholder management across a wide spectrum of corporate life

Financial Project Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Project Manager

List any licenses or certifications required by the position: PMP, PMI, CAPM, CAMS, ACP, ACAMS, CED, FIEPM, PM, CECRL

Education for Financial Project Manager

Typically a job would require a certain level of education.

Employers hiring for the financial project manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Education, Project Management, Business/Administration, Computer Science, MBA, Technical, Management

Skills for Financial Project Manager

Desired skills for financial project manager include:

Discounted cash flow analysis
Feasibility studies
Large scale business planning
Several
Cost/benefit analysis
Financial modeling and project management
Cloudera
Hapdoop
Hortonworks
Applications

Desired experience for financial project manager includes:

Knowledge/experience of global AML, anti-bribery and Sanctions regulations and legislation is preferred
Team player and comfortable in a “virtual” team setting whereby team members and management are spread across the globe, mostly communicating via telephone, email
Must have 5-7 years of project management experience in complex business and technical environments
Must have a demonstrated ability to translate customers' needs into timely and accurate response
Must have exposure to Global Supply Chain software implementation which may include but not limited to Transportation Management System, Warehouse Management Systems
Mastery of Sharepoint and the Microsoft Office suite, particularly MS Excel

Financial Project Manager Examples

1

Financial Project Manager Job Description

Job Description Example
Our company is hiring for a financial project manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial project manager
  • Manage and motivate teams in various organisational structures, on shore/off shore, matrix management etc
  • Develop close working relationships with key stakeholders
  • Organise, manage and attend Governance meetings
  • Ensure the Programme operates in a way that adheres to the policy framework
  • Develop the overall program delivery approach
  • The design policy framework
  • Drive the improvements
  • Develop internal and external public, private, and non-profit partnerships (e.g., DOL/DOD to refine TAP, VA, HUD) to collaboratively address the financial capability needs of Veterans
  • Develop and manage multiple project plans
  • Produce project reporting and tracking documentation
Qualifications for financial project manager
  • Desirable) Experience in graphical user interface design
  • Ensure large-scale projects are delivered successfully in terms of quality, timeliness and budget
  • Ensure the correct project plans and governance are in place to facilitate project success
  • Track and manage issues and risks
  • Control project spending, making sure it is in line with agreed standards
  • Provide leadership to project members and stakeholders
2

Financial Project Manager Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial project manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial project manager
  • Ensure project aligns to original expectations and scope, identify risks, and assist in the facilitation of issue resolution
  • Ensure compliance of project activities with audit and risk policies
  • Work with digital, technology and business teams to prioritise and plan projects in line with business strategy
  • Lead web, mobile and CRM projects
  • Manage onshore and offshore teams
  • Coordinate business analysis for digital projects
  • You will be the main contact for project delivery and own overall delivery responsibility to client
  • You will be required to deliver Project management throughout life cycle, including project initiation and launch/hand over into production
  • You will ensure ongoing commitment of all stakeholders using effective stakeholder management practices
  • Collaboration with other Information Technology groups in order to achieve delivery
Qualifications for financial project manager
  • Ability to effectively communicate and build rapport with team members, stakeholders and business partners using a variety of techniques and collaboration from initiation to close
  • Must be able to facilitate small to large meetings and conduct information gathering sessions
  • Must demonstrate experience with preparing and delivering presentations to business partners and senior management, selecting the appropriate approach based on the audience
  • Problem solving skills with an ability to resolve conflicts/issues of medium complexity and escalate others as appropriate
  • Ability to collaborate with manager, business partners and project manager to establish proper project allocation to ensure success
  • Demonstrated experience in a similar business aligned Project Management role within Financial services
3

Financial Project Manager Job Description

Job Description Example
Our company is looking to fill the role of financial project manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial project manager
  • Provide risk and issue management and resolution, Manage, track and monitor project RAID log, Facilitating discussion and conflict resolution
  • Maintain relevant metrics that help stakeholders and the team see how they are doing, tracking and communicating team velocity through the use of burn down charts and sprint/release progress updates
  • Coach and mentor members within the teams
  • Ensure that our ways of working are consistent across the teams, giving the team has the opportunity to
  • Inspect and adapt by reflecting on their previous iterations progress
  • Liaise between the developers, business analysts, designers, testers, production support and foster better communication between the disciplines
  • Working with the programme manager, product owner and project stakeholders to formulate and publish Project Charters and to ensure the end to end project vision and roadmap are planned
  • Provide project status reporting to stakeholders and PMO
  • Take responsibility for managing dependencies between the team and third parties or between the team and other scrum teams
  • Actively contribute to the company's Agile and Lean Community, participating proactively in developing and maintaining team standards, tools and best practices
Qualifications for financial project manager
  • Participating and coordinating in the compiling/documenting of business requirements and providing them to the various stakeholders as applicable
  • Bachelor Degree in Business or Commerce is required
  • 6+ years of experience in project management, with industry leading companies
  • PMP, CPA, or MBA a plus
  • Familiarity with SAP, MicroStrategy, and other relevant adidas and industry Finance systems/analytical software a major plus
  • Experience with/ability to learn wide range of reporting tools (SAP, TM1, BW)
4

Financial Project Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial project manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial project manager
  • Working with the release management to ensure release dependencies are coordinated
  • Working with the production support team to ensure that software support and knowledge is transferred
  • Planning, structuring and implementing a project team and plan that can scale, optimise and continually improve project delivery as the project team grows across a multi phase delivery programme
  • Develop implementations plans
  • Drive the implementation of data quality tooling to ensure a minimum inefficiency and as much automation as possible to limit future maintenance (user-friendly solutions)
  • Via the process of solving data quality issues, ensure the implementation of the data management policy requirements and associated data ownership and account abilities
  • Ensuring appropriate ownership for data quality solutions implemented at business level, implementing quality safeguards and completing detailed documentation including data flow documents, process maps and data definitions, and data lineage using toolsets available
  • Manage KYC/AML Onboarding and Refresh Customer Profiles (Customer due diligence, documentation, research and validation)
  • While this job description is intended to be an accurate reflection of the requirements of the position, management reserves the right to add or remove duties when circumstances demands
  • Process map and document end to end program experiences, inclusive of customer experience and internal processes and controls
Qualifications for financial project manager
  • Certified Project Management Professional (PMP) or working towards completing it
  • Ability to navigate complex and/or politically charged environments to influence and enable key business partners
  • Management of all IT projects including risks, resources and schedule
  • Active communication with other project managers vendors, and outsourcing companies
  • Support the Head of IT
  • IT infra/network related business manager
5

Financial Project Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial project manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial project manager
  • Document current and future state audit and control processes
  • Create and document process manual
  • Project manage overall Evergreen Process Map assignment
  • Planning the project, agreeing the plan with project board/steering committee, and preparing detailed plans for each stage
  • Project initiation and definition of required deliverables and governance models
  • Managing the project on a day-to-day basis to deliver in line with agreed project plans
  • Ensuring scope, products and deliverables are delivered to agreed time, cost, quality, TCF and compliance objectives
  • To fully document, consider and impact assess all risks, issues and dependencies relating to a project and communicate appropriately
  • Executing the plan, monitoring progress and taking the necessary corrective actions
  • Provide project financial and status updates as required for company governance processes
Qualifications for financial project manager
  • International IT support, incident management/ vendor management
  • System risk management related maintenance
  • Good communication skills with users
  • Able to propose process re-engineering
  • Ability to liaise with management (timely reporting and escalation)
  • 2-3 years related experience in project coordination and/or facilities management

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