Financial Project Manager Resume Samples

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J Pouros
61840 Haag Road
New York
+1 (555) 750 1466
61840 Haag Road
New York
p +1 (555) 750 1466
Experience Experience
Phoenix, AZ
Financial Project Manager
Phoenix, AZ
McLaughlin and Sons
Phoenix, AZ
Financial Project Manager
  • Manage Financial Associates/Analysts by overseeing staff development, providing career path guidance, and delivering performance evaluations
  • Performing system testing to ensure that development is in line with functional specification
  • Provide technology support and input. Track opportunities for technology improvements
  • Develop team members and provide ongoing professional guidance and direction
  • Identify, research, develop and recommend solutions to improve business results
  • Manage daily team activities to advance the work of one or more projects
  • Business partnering role working closely with Project Directors / Project Managers
Dallas, TX
Financial Systems Project Manager
Dallas, TX
Kunde, Bartoletti and Kessler
Dallas, TX
Financial Systems Project Manager
  • Ensuring effective communication and organisational change management is implemented on projects involving all stakeholders
  • Set and manage our business partner’s expectations, assessing when to re-prioritize based on changing environment
  • Solve complex problems and develop customer-specific solutions across multiple layers of internal and external stakeholder groups
  • Identifying, manage, escalate, and mitigate all risks and issues on projects
  • Regular liaison with the project steering committee to ensure project governance is maintained
  • Managing multiple IT projects from inception to completion
  • Proven track record of successfully managing multiple projects at various stages of the project life cycle
Detroit, MI
Project Manager / Financial Analyst
Detroit, MI
Bechtelar, Runolfsdottir and Klein
Detroit, MI
Project Manager / Financial Analyst
  • Engage in ongoing process improvement, including reviewing, revising, and implementing SOPs and Methods
  • Responsible for conducting a strategic and institutional planning process and developing program plans that support strategic objectives
  • Loading dock and transportation services for delivery receipt and shipping of various materials, supplies, and specimens including hazardous materials
  • Emergency Contact List reporting with contact information for all essential employees
  • Timekeeping for Staff
  • Strength/Partner Reporting with a total of all current staff employed by specified category
  • Engage in financial management inclusive of financial forecasting and budget projections vs. actuals with predicted vs. actual cost analysis
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Emory University
Bachelor’s Degree in Finance
Skills Skills
  • Basic knowledge of commercial contract law
  • Ability to work effectively in geographically dispersed cross-functional teams
  • Working knowledge of Accounting and Controlling principles and procedures
  • Working knowledge of internal workflows and involvement of various departments during project lifecycle
  • Excellent written and oral communication skills, with the ability to explain complex issues clearly and concisely to audiences of varying technical or accounting levels
  • Demonstrates strong customer service, team player and cross collaborative soft skills
  • Strong analytical skills
  • SAP (FI/CO, SD and PR modules), Microsoft Suite with strong Excel skills, Collaboration Tools
  • Equally comfortable presenting to direct report as to front line workers
  • Proficiency with office software
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15 Financial Project Manager resume templates


CIB F&bm-financial Control Project Manager Resume Examples & Samples

  • Coordinate UAT (user acceptance testing) across all Investment Bank lines of business
  • Ensure control framework is not compromised by project implementations
  • Accounting Skills/Experience a plus
  • Proficient in Microsoft applications, specifically Power point, Excel
  • Ability to execute tasks under aggressive targets and effectively adapt to changes in plan
  • Ability to work independently, be self motivated, multi-task and prioritize issues
  • Ability and comfort in effectively communicating project status to management or other team members
  • Excellent communication, facilitation, negotiation and influencing skills with the ability to build strong partnerships at senior levels within the finance and tech organization
  • Experience managing and coaching others
  • Basic understanding of securities and derivatives products and life cycle
  • 1-3years experience performing investment accounting preferred
  • Bachelor’s degree in Accounting, Finance, or Business (or equivalent experience)

Distribution Oversight Project Manager Financial Services Resume Examples & Samples

  • Project management in order to develop and implement monitoring activities around risk-based distribution oversight program; work with other Departments on this project e.g. the Conducting Officers (around the monitoring program and the risk based approach), Product Strategy (around their controls on product development and ongoing monitoring), Legal (around Distribution Agreements), Transfer Agency (around Distributor Classifications), and Compliance for over-arching guidance on the program
  • Control arrangements in place to allow Senior Management to monitor the delegate
  • Formalized, documented initial Due Diligence to be performed and repeated from time to time on a risk based approach e.g. assessing qualification & reputation, policies & procedures and corporate government arrangements
  • Distribution Agreements Register across all global jurisdictions; distributor On-boarding Workflow Process
  • Distributor Classifications: Undertake reviews and map correct classifications of all relationship types in IRIS database. Categorization of our distributors to identify the different types of Distributors i.e. platform, discretionary manager, execution only etc
  • Distributor Onboarding – the MOD undertakes initial due diligence for each distributor and sub-distributor to assess their good standing, authorization, license and procedures
  • Ongoing Distributor Oversight / Due Diligence: design a process around the ongoing AML procedures that includes Due Diligence with the higher risk distributors on a rolling basis. KYC ongoing due diligence (i.e. non AML related)
  • Global Financial Institutions Monitoring
  • Product Development and Controls Procedures
  • Undertake the periodic licensing checks for all regulated distributors, managing escalations and overseeing case management
  • Work closely with the Global Sales Management to ensure the effective implementation of due diligence controls and workflows
  • Ideally some experience in project management preferably in mutual fund / asset management industry; audit or compliance experience in financial services industry is preferred
  • Knowledge/experience of global AML, anti-bribery and Sanctions regulations and legislation is preferred; understanding of investment vehicles and the mutual fund business including regulatory environment is preferred
  • Good communicator, as well as analytical, flexible and ethical, able to effectively communicate with multiple cultures and business backgrounds; excellent verbal and written English communication skills
  • Self-starter and proactive in identifying areas of weakness or need within the business with an eye to then implementing measures to find solutions to the problems identified
  • Team player and comfortable in a “virtual” team setting whereby team members and management are spread across the globe, mostly communicating via telephone, email etc
  • Detail-oriented with strong organizational, time management, follow-through and strong analytical skills
  • Ability to present recommended solutions to a variety of issues and problems that are consistent with organizational objectives.,
  • Availability to attend conference calls in the early morning or late evening on occasion if needed (6-8 AM and/or 6-11 PM)
  • Proficient in MS Excel, Word, PowerPoint, Publisher etc

IT Financial Project Manager Resume Examples & Samples

  • 2+ years of Project Manager experience
  • Experience in managing large scale project budgets 10 million or larger
  • Microsoft Excel and Access proficient

IT Project Manager Financial Systems Resume Examples & Samples

  • Owns transformation of enterprise application area business requirements into technical specifications and delivering solutions
  • Engages and collaborates with Quality and business teams to deliver solutions
  • Drives all phases of IT Project Development cycle including process analysis
  • Performs project management of all tasks and resources, estimating and tracking progress against individual plan, and monitoring development activity to overall enterprise plan
  • Develops effective communication strategy across projects and constituency
  • Must be willing to work out of an office in Norwalk, CT
  • Must be willing to travel up to 10%, if applicable
  • 4+ years experience working with enterprise applications
  • Experience with Project Management methodology
  • Experience with managing projects with global scope and resources
  • Possesses analytical/quantitative skills. Possesses business process analysis skills
  • Exposure to integration efforts of complex enterprise application systems
  • Prior experience with Oracle Financials, TLM Account Reconciliation applications and/or other financial systems a benefit

IT Project Manager Financial Services Resume Examples & Samples

  • Planning the course of projects, including milestones, resources needed in the form of staff hours, budget, use of technology and tools
  • Updating project plan as needed, including documenting changes to scope, requirements, schedule, financials and more
  • Tracking project milestones through attending meetings, conferring with cross-functional teams and receiving reports
  • Meeting with business application owners, development teams, analysts and coding staff to determine business needs and functionalities desired for new or revised application
  • Assessing compliance of development process with accepted methodology and communicating to responsible managers or staff
  • Partnering with technology and business owners to implement given initiatives per expectations
  • Accountable for gathering, reviewing and delivering PMO SDLC deliverables as defined in traceability matrix
  • Documenting exceptions or deviations as needed and convening meetings and planning agendas to ensure important issues are addressed and resolved
  • Reporting on progress of project, use of staff, financial expenditures, progress on milestones and the like to application owners
  • 5-6+

Senior Project Manager Financial Services Resume Examples & Samples

  • Lead the preparation and management of project plans to deliver on project objectives by
  • Identifying all deliverables, activities and dependencies; developing milestones and setting priorities to achieve project objectives
  • Defining clear project team roles, tasks, expectations
  • Developing implementation schedule(s) and critical milestones
  • Preparing associated budgets/managing to budget
  • Supervising assigned resources ensuring performance objectives for project activities are negotiated and reviewed; providing ongoing coaching and counseling
  • Monitoring progress against schedule timeframes
  • Direct and manage the project development process through the various phases from requirements through to implementation by
  • Developing business cases/reviewing business cases provided for signoff by Project Sponsor(s) and key stakeholders related to Client Experience Projects/initiatives, where applicable
  • Participating and coordinating in the compiling/documenting of business requirements and providing them to the various stakeholders as applicable (e.g. systems, vendors etc.)
  • Overseeing the preparation of standard project methodology documents including Terms of Reference/Project Charters
  • Ensuring project deliverables are met as described in the Terms of Reference/Project Charter documents and project is within budget
  • Work with the Director Client Experience to identify projects that enable the client experience and participate in the development of strategy by
  • Reviewing input from a variety of sources including frontline staff, business partners, client research/survey findings, competitive intelligence
  • Prioritizing and recommending initiatives
  • Ensuring outcome is implement-able or investigating changes required to allow implementation
  • 6+ years of project management experience within financial services industry required,PLEASE NOTE: This is NOT a technical/ IT role, we are looking for a Project Manager with the business focus
  • PMP designation & formal Project Management Education is required
  • Six Sigma is an asset
  • Bachelor Degree in Business or Commerce is required; MBA is an asset

Financial Systems & Project Manager Resume Examples & Samples

  • Support continuous improvement of existing financial information distribution system
  • Work closely with the Month-end Close Team to support the month-end close activities and provide them with insight into month-end close process efficiencies and process improvement
  • Support the implementation and maintenance of mainframe and distributed financial systems technology for critical financial functions (e.g., GL, EMR, IE, FC, DCI, PP, and Recon Plus for Windows)
  • Assist in the identification and prioritization all financial application changes or innovations, coordinating with users and Information Technology personnel to ensure the most cost effective solutions that provide accurate and timely reporting
  • Support financial systems conversions for bank acquisitions
  • Provide maintenance and implement internal controls for the financial management applications
  • Lead shareholder value-added projects through application of six sigma strategies and process improvement techniques. Projects to include corporate controls and profit improvement processes with results reported to the Corporate Controller and CFO
  • Bachelor's degree in Accounting, Information Systems or equivalent education and related training
  • Seven years of experience in banking industry in an accounting or financial systems position
  • Three years of supervisory experience
  • Three years of project management experience
  • Proficient in COGNOS or some similar client-server software and Microsoft Excel
  • Excellent ability to understand and document processes and workflows
  • Excellent ability to employ TQM tools to improve processes and workflows
  • Capable of working under difficult time constraints and managing multiple priorities
  • Capable of working with little supervision
  • Strong supervisory skills
  • Ability to travel, as needed
  • Six Sigma or similar process improvement certification
  • Proficient in mainframe-based E-Series INFOR System, understanding system commands for query and reporting functions

Corporate Finance Cross Line of Business Financial Control Project Manager Resume Examples & Samples

  • Assist in determining recommendations and strategy respective to related initiatives, including translating analysis and results into business strategy
  • Drive and/or assist in creation of more efficient, integrated operating models and infrastructure for the strategic projects book of work
  • Partner business and technology stakeholders as necessary
  • Communicate with senior management regarding project progress and recommendations/decisions; develop effective presentations and project update materials
  • Maintain the program documentation library and SharePoint site
  • Ensure projects are executed in an effective, controlled and efficient manner
  • Identify and recommend best practices and enhancements to be included in standards and procedures for projects
  • Actively participate and collaborate in work stream meetings and ad hoc working sessions including driving agendas, preparing meeting minutes and keeping track of agreed actions
  • 1-3 years of program and/or project management experience is desired
  • Basic core finance technical skills and solid understanding of finance processes, infrastructure and systems is a plus
  • Strong project and process management skills
  • Ability to lead and influence without having positional authority. Strong team-orientation and leadership skills
  • Ability to communicate effectively at many levels of the organization including senior management

Financial Systems Project Manager Resume Examples & Samples

  • Defining goals, deliverables and scope for the project and obtain business endorsement
  • Regular liaison with the project steering committee to ensure project governance is maintained
  • Managing project teams and external suppliers for effective delivery of projects
  • Ensure effective hand over of all implementations and integrations to operational support teams including monitoring and ongoing maintenance guidelines
  • Strong experience working on Financial systems related projects
  • Demonstrated experience delivering medium size application solution and business process improvement projects

Financial Project Manager Resume Examples & Samples

  • Preparation and recording of journal entries
  • Creating financial summaries and creating spreadsheets
  • Assisting in analyzing and reconciling data, Balance Sheet and Income Statement accounts
  • Preparation of monthly support schedules
  • Bank account and or credit card reconciliations
  • Manage Event Accounting- such as Oracle project set up, tracking event payments & event reconciliations
  • Monitor receivable balances and collection efforts, ensuring adequate reserves are recorded as necessary
  • Ensure compliance with generally accepted accounting principles and company procedures / policies
  • Special Projects and other duties as assigned
  • BS degree preferred with a background in business, legal or finance background plus 2 to 3 years of experience
  • Knowledge and experience with Microsoft Office and Oracle
  • Detail Oriented
  • Possess excellent organizational, communication, and analytical skills with the ability to prioritize and handle multiple tasks simultaneously in a fast paced environment ·
  • Strong spreadsheet/computer skills (Excel)

Project Manager VP-financial Services Resume Examples & Samples

  • Serve as single point of contact for the client and internal functional partners, responsible for the coordination and successful end-to-end delivery of the program
  • Establish appropriate governance model to deliver client requirements
  • Manage program communication and serves as escalation point for key client and internal stakeholders
  • Identify opportunities for process improvements and contribute to department initiatives to implement process enhancements
  • Lead meetings and coordinate activities of the cross-organizational implementation teams
  • Responsible for supporting the preparation of RFP responses; actively participate in prospective client presentations and demos

Senior Project Manager Financial Crimes Risk Resume Examples & Samples

  • University Degree. In the insurance business, an accounting designation is preferred
  • At least 8 years experience or equivalent
  • Demonstrated capabilities of providing support for translating Strategies into practical actions
  • Demonstrated senior management capabilities
  • Excellent people skills and the ability to work with colleagues in all departments and levels within the Bank
  • Experience with a structured project and analysis methodology

Corporate Financial Planning & Analysis Project Manager Resume Examples & Samples

  • Coordinate and project manage capital planning activities, including completion of Firm-wide financial forecasts for annual budget and Comprehensive Capital Analysis and Review (CCAR) process
  • Project lead the budgeting, forecasting, and analysis of the Firm’s financial performance, while partnering with various stakeholders across the organization
  • Assist in developing value-add analytics for the strategic management decision-making process
  • Drive strong partnerships with business units to ensure completion of financial forecasts and relevant analysis
  • Complete ad-hoc analysis and presentations for senior management
  • Bachelor’s degree in Finance, Economics, Accounting, Math / Statistics or related field, with 5+ years of relevant experience
  • Effective time management and ability to meet tight deadlines and handle pressure situations
  • Should be familiar with CCAR / DFAST and relevant stress test topics

Project Manager, Financial Services Resume Examples & Samples

  • At least 3 years experience in providing middle and back office support for financial products including: equity, fixed income, swaps, bank debt, contract for differences, futures, commodities, options, foreign exchange, mortgages and repo’s
  • At least 3 years experience in interacting with various internal departments such as Fund Accounting, Over the Counter (OTC) Operations, Investor Relations and IT
  • At least 3 years experience / understanding of running cash reports and confirming payments with counterparties, wire processing related to management fees, incentive fees, fund subscriptions and redemptions, collateral etc
  • At least 3 years experience validating and reviewing all daily mid/back office activity while maintaining all required internal and external controls
  • At least 3 years experience calculating and processing fund and account activities, e.g. supporting Net Assess Value (NAV), Security and Exchange Commission (SEC) yields
  • At least 8 years experience in providing middle and back office support for financial products including: equity, fixed income, swaps, bank debt, contract for differences, futures, commodities, options, foreign exchange, mortgages and repo’s
  • At least 8 years experience in interacting with various internal departments such as Fund Accounting, Over the Counter (OTC) Operations, Investor Relations and IT
  • At least 8 years experience / understanding of running cash reports and confirming payments with counterparties, wire processing related to management fees, incentive fees, fund subscriptions and redemptions, collateral etc
  • At least 8 years experience validating and reviewing all daily mid/back office activity while maintaining all required internal and external controls
  • At least 8 years experience calculating and processing fund and account activities, e.g. supporting Net Assess Value (NAV), Security and Exchange Commission (SEC) yields

Project Manager & Financial Analyst Project Management Office Resume Examples & Samples

  • Works with PMO leadership/finance resources to maintain the program benefit model - both tracking and reporting
  • Works with PMO leadership / finance resources to maintain the program budget tracking and reporting
  • Project Management and Execution: minimum of few years of experience and success in leading and managing projects in an official PM capacity, demonstrating PMO methodologies for plan, risk, issue, and decision management and reporting
  • Problem Solving Facilitation: ability to facilitate problem solving sessions and lead executives and directors through a methodical approach to identifying, clarifying, and scoping issues, followed by solution definition and planning; strong analytical capabilities to model and solve problems individually. Ability to build relationships and influence across all stakeholders through strong interpersonal skills and consensus building
  • Executive Communications: strong content creation and presentation skills, to clearly capture, shape, and convey messages to an executive audience, via dashboard reporting or general presentations
  • Business Finance / Modeling Foundations: demonstrated understanding and application of fundamental finance knowledge; ability to create and/or manage basic financial or forecasting models for program planning, budgeting, and benefit tracking and reporting

Financial Project Manager Resume Examples & Samples

  • Manage daily team activities to advance the work of one or more projects
  • Plan, document, review, and manage subordinate performance
  • Develop implementations plans. Allocate and coordinate resources. Develop methods for monitoring project progress. Develop, monitor, and review project budgets
  • Establish schedules and priorities
  • Prepare and deliver status reporting in areas such as metrics, staffing statistics, resource tracking, SOX compliance, unit progress, issue tracking, and staff meetings
  • Develop, implement, and document procedures
  • Adhere to corporate and business unit standards and procedures
  • Provide technology support and input. Track opportunities for technology improvements
  • Manage key internal and external relationships
  • Develop team members and provide ongoing professional guidance and direction
  • 4 + years of related experience
  • Fixed income experience or interest in fixed income markets - ideally mortgage related fixed income
  • Demonstrates strong customer service, team player and cross collaborative soft skills
  • Advanced MS Excel
  • Financial industry experience required
  • PMP nice to have

Financial Analysis Project Manager Resume Examples & Samples

  • Serves as a financial contact within the Company as well as with outside organizations
  • Normally directs a section or group of financial analysts
  • Conducts or participates in the most complex financial analysis projects
  • Provides advice and direction to less-experienced financial analysts
  • Frequently reports to a Top Financial Analysis Executive
  • Required A Bachelor's Degree in a related field
  • Required 5+ years of experience in related area
  • Preferred 8+ years of experience in related area
  • Preferred 2+ years experience in leading/supervising others
  • Required Advanced Microsoft Word Knowledge of Microsoft Office including Word, Excel, Access, PowerPoint and Outlook
  • Required Advanced Microsoft Excel Knowledge of Project Management systems preferred
  • Required Advanced Microsoft PowerPoint
  • Required Advanced Microsoft Access
  • Required Advanced Microsoft Outlook
  • Preferred Advanced Other Knowledge of Project Management systems

Financial Analysis Project Manager Resume Examples & Samples

  • Bachelor’s Degree in a business-related or communications-related field
  • Expert knowledge of project management best practices
  • Experience managing a segment of the project work
  • Experience in producing sound financial analysis
  • Demonstrated ability to achieve desired results
  • Ability to lead through influence, rather than through direct reporting relationships

Financial Systems Project Manager Resume Examples & Samples

  • Drive planning, execution, delivery, status updates within the end-to-end IT development cycle for enterprise-wide projects such as system integrations/migrations impacting multiple legal reporting entities, sub-ledger migrations, and general ledger conversions (and decommissions) such as Verizon Rapid Delivery and enhanced financial reporting in support of new products and services and company acquisitions/divestitures
  • Support several large-scale, complex projects (duration >1 yr., budget >$ 1M) in line with various customer’s long-term strategies and objectives and with significant impact on Verizon Finance and IT landscape (line of sight >2 yrs.)
  • Translation of business requirements into technical requirements, functional end-to-end design, and test plans
  • Execute, Get Things Done-direct and indirect responsibility of project resource evaluation and milestones for definable work streams that will get the project to completion
  • Solve complex problems and develop customer-specific solutions across multiple layers of internal and external stakeholder groups
  • Set and manage our business partner’s expectations, assessing when to re-prioritize based on changing environment
  • BA/BS degree with concentration in general Accounting, Finance, FP&A, Project Management, or equivalent work experience
  • Strong analytical, communication and organizational skills
  • Demonstrated ability to collaborate with multiple stakeholder groups and functions across a complex organization
  • Previous experience creating and delivering status updates / presentations to all levels of management
  • Ability to build and maintain strong partnerships across a complex organization in many regions
  • Experience with both Agile and Waterfall project methodologies

Project Manager for Supporting Financial Services Resume Examples & Samples

  • Monitors and manages project scope, schedule, budget, risks and quality to ensure project activities/tasks are occurring as planned and any variances are identified along with corrective actions to address variances
  • Balances both the “science” of how to perform project management and the “art” of project management, which is learned through experience and skill training/ application
  • Identifies and align with the strategic business direction
  • Escalates to management/governance, as appropriate

Senior Financial Project Manager Resume Examples & Samples

  • Must have worked within a financial institution
  • Ability to work with internal and external teams on technology projects
  • Experience with the MS Office Suite (MS Word, Excel, Project, PowerPoint and Outlook)

Senior Project Manager, Financial Systems Resume Examples & Samples

  • Build strong partnerships with business and technical leaders
  • Function as accountable individual for overall solutions delivery on projects from initiation to closure
  • Interact with both technical and non-technical peers to execute on deliverables throughout the project lifecycle, including but not limited to: creation of project documents (business case, BRD, timeline), coordination of internal and cross-function resources, management of conflicts and negotiations between stakeholders, and delivery of regular project statuses between project team and stakeholders
  • Develop visual current state and end state architecture diagrams to guide dialogue with stakeholders and inform the project roadmap
  • Own end-to-end process for individual projects as well as overall project roadmap

Financial Systems IT Project Manager Resume Examples & Samples

  • Scope Management - Solicits and organizes customer requirements (Voice of the Customer), and tracks the status of project deliverables. Uses a Value Package Profile (VPP) or other appropriate scope-defining document, and manages change. Manages the connections between multiple levels of scope detail in related additional documents (e.g. Tech Profiles or equivalent documents)
  • Resource Plan Management - Develops and manages a cross-functional resource plan for a project. Knows the right level of detail needed to complete the processes and use the tools effectively
  • Responsible to work with production support team and ensure that project and production documentation is complete
  • Monitor, measures and communicate with Project Sponsor and other stakeholders on status of specific projects, assignments, change management changes and production support issues
  • Assist and monitors department budget (SW Maintenance PO, Invoices, Receiving), etc
  • Oversee and provide input into the design and development of project plans and timelines
  • Work with production support team, review SLA compliance; manage Change Requests and monitor closely the remedy queue
  • Accountable for getting and reviewing the weekly report on CM, Incident and Work Order tickets
  • Responsible for measuring and reviewing development and support work
  • Periodically review SLA and support from external vendors supporting Externally hosted applications
  • Assist with periodic reviews and evaluate how current systems and applications are meeting the needs of the company or organization. (backups, server patching, reboots, etc)
  • Responsible for reviewing and enforcing information technology policy and standards
  • Assist to ensure quality control, security, and knowledge assurance (SOP) by working with production support team and operation support groups (Architect, GIS, Client SW certification, etc)
  • Primary reviewer for Quarterly SOX controls reports for assigned applications
  • Ensure adherence to IT processes, policies and procedures. Special emphasis on promoting use of Business Analysis Functional Excellence practices
  • Provide weekly project report in timely manner when applicable
  • 5 - 7 years experience in Oracle technologies (RDBMS, EBS) and Business Analysis desired

IT Project Manager Financial & Administrative Systems Resume Examples & Samples

  • Effectively manage multiple, concurrent projects of varying sizes
  • Deliver high-quality business solutions on time and on budget
  • Develop business requirements, technical design documents, project plans, test plans, etc
  • Ensure appropriate IT processes, procedures, and standards are in place
  • Sarbanes-Oxley (SOX) controls, and personal data security laws
  • Ensure adherence to FDA computer systems validation directives, preferred
  • Significant experience project managing the deployment and enhancement of enterprise application systems. Experience with Hyperion Financial Management (HFM) and Hyperion Planning preferred
  • Demonstrated ability to simultaneously lead multiple complex projects across Finance, Purchasing, Legal, IT, and other organizations, in various geographies
  • Strong analytical and project management skills, including an ability to interpret complex business requirements and translate them into well-designed IT solutions
  • Experience leading and managing third parties that provide support and system implementation services
  • Self-starter with the ability to work on projects with minimal supervision
  • Strong work ethic, with a proven track record in successfully achieving business goals
  • Ability to respond to shifting priorities in a fast-paced environment
  • Excellent verbal and written communication skills, including the ability to interact professionally with a diverse group of co-workers, including executives, managers, and subject matter experts
  • Strong team skills, including facilitating group sessions and reaching consensus across global organizations
  • Ability to initiate and influence others on the best solutions to action
  • Demonstrated capability to improve business processes
  • Experience in the pharmaceutical/biotech industry desired
  • 7+ years of experience in IT applications required, with a strong preference for Accounting/Finance

Financial Services Project Manager Resume Examples & Samples

  • Bachelor's Degree with Minimum of 3-5 years of experience leading projects
  • 2-3 years of experience in the Financial Services industry
  • Understands Agile methodology and has some prior Agile experience
  • Sufficient level of technical background to provide credible guidance to development & testing teams and to be able to accurately and objectively evaluate complex project risks and issues
  • Lead business validation and testing
  • Provide recommendations to streamline testing in the agile space and thrive for efficiency
  • Process Management and Improvement
  • Define and manage a well-defined project management process and champion ongoing process improvement initiatives in the Agile Space
  • Excellent attention to detail and organizational skills required
  • Ability to interact with internal and external business partners
  • Excellent verbal and written communications skills and experience interacting with both business and IT individuals at all levels including the executive level
  • Good understanding of and demonstrated experience in using appropriate tools
  • Microsoft Project, Visio, and all Office Tools (required)
  • Agile Project Management tools such as Jira, Rally, Version One or equivalent (preferred)
  • Solid understanding of software development life cycle models as well as knowledge of both Agile and traditional project management principles and practices and the ability to blend them together in the right proportions to fit a project and business environment
  • Skills Preferred
  • Experience with Direct Banking operations and Systems
  • Experience utilizing quality concepts for technology development
  • Experience as a team lead is preferred

IT Project Manager for Financial Services Industry Group Resume Examples & Samples

  • 2-8 years of project manager experience
  • Experience with all phases of the project delivery lifecycle (Plan, Analyze, Build, Test, Deploy)
  • Experience with both Agile and Waterfall project delivery methods
  • Having led international teams
  • Business Intelligence and Data Warehouse project experience
  • Project management certification/s

Financial Project Manager Resume Examples & Samples

  • 5+ years related financial experience
  • Must be proficient in Excel and other Microsoft office products
  • Strong reporting experience required
  • Strong project management & process improvement experience required
  • Experience with mergers and acquisitions activities is strongly preferred

SAP Financial Project Manager Resume Examples & Samples

  • Execute and manage small to medium global SAP projects from inception to completion
  • Manage project timelines and budget
  • Gather requirements from business resources
  • Facilitate communication between business resources and IT
  • Work closely with IT resources to design and implement technical solutions that meet business requirements
  • Assist with change management and end-user training related to corresponding projects
  • Assist other team members where necessary and collaborate effectively
  • Minimum 10 years of business experience and/or SAP Experience
  • Participated in 5 full lifecycle SAP implementation projects
  • Experience in managing cross cultural projects
  • Experience working in a fast paced environment
  • Comprehension of systems development / implementation lifecycle
  • Good written and verbal communication skills and the ability to develop strong relationships between the business and IT
  • Should have strong organization skills and attention to detail
  • Be willing to travel both domestic and international

Financial Project Manager Dublin Resume Examples & Samples

  • To manage the implementation of projects against agreed contract specifications, including the requirements brought about by change control
  • Develop and maintain all project related documentation, including (but not limited to) project plans, PID’s, risk and issue registers
  • Management of ad hoc projects
  • Carry out on and off site project meetings
  • Establishing user requirements
  • Input to management reporting requirements
  • Forecasting project spend and revenue
  • Assignment of technical and business consultancy support
  • Pre Sales Support
  • Project Invoicing
  • Complete administration of all activities and other ad hoc work as required
  • Full driving licence
  • At least 2 years’ experience in a similar role
  • Working knowledge of a financial/procurement system
  • Customer facing image
  • Experienced using standard MS Office applications, particularly MS project
  • Self confident and motivated
  • Requirement for security clearance
  • Able to effectively prioritise workloads and manage deadlines
  • Ability to interact at all levels of the business, internally and externally
  • Acceptance of travel and nights away

Clinical Financial Project Manager Resume Examples & Samples

  • Bachelor’s degree from an accredited college/university according to the Council for Higher Education Accreditation in a scientific discipline or 4 years related experience in lieu of degree
  • Foreign degrees must be evaluated for U.S. equivalency
  • A minimum of five (5) years progressively responsible job related experience
  • Demonstrated experience with analysis of budgets and costs, including burn rates and cost projections
  • Demonstrated knowledge and experience with clinical research
  • Demonstrated ability of budgeting and cost tracking
  • Ability to collect and disseminate information in a clear, concise manner
  • Ability to create Excel and database reports
  • Ability to track multiple projects concurrently
  • Working knowledge of MS Office Suite including Excel (advanced), PowerPoint (intermediate), and Word (intermediate)
  • Ability to obtain and maintain a clearance
  • Excellent research and investigative skills with a high degree of accuracy and attention to detail
  • Demonstrated budgetary and strategic planning experience and responsibilities as it relates to clinical research
  • Ability to review complex documents independently and/or in collaboration with clinical research managers, and determine sufficiency of financial documentation
  • Knowledge of study design, clinical and biospecimen terms used in research studies and scientific and medical concepts and terminology
  • Must be able to obtain and maintain a Security Clearance
  • Knowledge of governmental regulations; knowledge of human subjects protection and/or clinical research activities

Project Manager, Financial Operations Resume Examples & Samples

  • Participate on Natural Work Groups, identify and communicate requirements, develop test cases, complete testing and notify management of issues using established escalation procedures
  • Determine Accounting Policy pertaining to new initiatives
  • Perform post-implementation follow-up. Document new processes or changes to current processes, as a result of the implementation of new initiatives
  • Ensure all key work processes are adequately documented. Works to find new methods to improve processes
  • Assist Management and staff in support functions
  • Understands, executes and manages formal project mgmt. discipline
  • Provides consultant support during project requirement and design phases, on Financial Controls
  • Identifies accounting policy concerns and facilitates discussion to support new products
  • Provides input to testing strategies to ensure application changes required to meet accounting business requirements are robustly tested prior to implementation
  • Reviews test evidence for accuracy and completeness; ensures that all accounting business requirements have been included
  • Bachelor’s Degree (Accounting or Finance preferred)
  • 5 years minimum work experience, with 2-3 years accountant/accounting experience
  • General ledger conversion experience preferred, end user testing, verification and compatibility
  • Analyzing finance business processes and account reconciliations
  • MS Office (Excel, Word, Project/ Visio experience required)
  • Solving problems independently
  • Interacting effectively with multiple business areas (Business Technology, Operations, Marketing Communications, Legal and Finance)
  • Effectively managing multiple priorities
  • Business Analyst experience preferred
  • Lean experience preferred
  • Experience in Payments Industry is a plus

Financial & Research Project Assistant Manager Resume Examples & Samples

  • Bachelor’s degree and two year’s minimum work in an accounting / finance capacity at a professional level directly relevant to the position responsibilities as described
  • Proficiency working with the Microsoft Office suite including significant experience in Word, Outlook and particular emphasis on Excel
  • Demonstrated effective communication skills
  • Bachelor’s degree in accounting, finance and/or business administration
  • Experience interpreting and ensuring compliance with regulatory policy
  • Experience with OMB Circulars, Uniform Guidance and Cost Accounting Standards. Direct knowledge of federal OMB circulars A21, A110 and A133 (Uniform Guidance) and experience applying them in an operational setting while developing and executing methods and means to assure compliance
  • Experience managing project budgets with multiple funding sources and / or cost/sharing requirements. Skill in managing multiple, complex, changing projects and deadlines; identifying applicable action points and affected parties; and initiating subsequent, relevant responses and communications in a consistent, organized, accurate, and effective manner
  • Experience with Kuali Financial and Research Systems
  • Financial working knowledge and project management within an institution of higher education
  • Ability to work constructively within a team environment to help provide joint guidance, leadership and innovation to enable effectiveness and improvement

Senior Financial Analyst / Project Manager Resume Examples & Samples

  • Collaborate with management team of Service & Customer Care, reviewing financial performance and driving measures to improve profitability
  • Analyze P&L and financial processes affecting it for Service & Customer Care
  • Harmonize US and Global Service & Customer Care P&L
  • Develop and maintain financial reporting package including financial and productivity Dashboards with relevant KPIs
  • Lead business reviews, presenting financial overview and communicate success areas and areas for improvement
  • Provide analysis of service offerings including billable rates, warranty costs, regional repair center programs, compensation plans, etc
  • Evaluate new revenue opportunities. Conduct research to support evaluations and make recommendations based on results
  • Partner with Service management in developing/maintaining pricing model for various Service offerings
  • Develop field service capacity utilization models to support planning efforts, warranty rate development and pricing/margin model for Service offerings
  • Review and optimize business processes and audit system transactions to ensure correctness

Senior Project Manager, Financial Capability Resume Examples & Samples

  • Assist in the project implementation, including the creation of key project documents as required, and coordination of key activities, as required
  • Assist in developing a training and technical assistance plan and orienting grantees to the project
  • Serve as relationship manager and chief liaison to grantees receiving funds, including: monitoring grantee progress against goals, reviewing reports, highlighting challenges and successes, recommending courses of action, and ensuring proper grant close-out documentation
  • Manage supporting technology systems as needed, including ensuring all systems align with stated programmatic and end user needs
  • Assist in procuring contractors needed to assist in any aspects of the project. Manage and oversee this work and troubleshoot as needed. Oversee contracts to ensure timely execution of scope of work and deliverables
  • Develop and monitor grant progress monthly
  • Develop and maintain a user-friendly system through which grantee goals can be monitored. Ensure completeness of this data throughout the project implementation and at grant close-out
  • Produce and analyze ad-hoc reports and presentations as needed for internal and external audiences
  • Provide independent research and analysis for the Project Director on a variety of issues and projects
  • Provide quantitative analysis of grant data on monthly and quarterly basis and at the end of the project period to substantiate results of project, flag areas of concern, and analyze trends as they relate to grantees and the field. Present data in visually appealing and understandable formats, including mapping of data points and draft narrative reports analyzing the data for presentation to internal and external audiences
  • Analyze data, create cost/benefit analysis and present findings, options, and recommendations to the Project Director
  • Assist in the review of the final project data to substantiate project results and impact
  • Recommend efforts that can assist in the success of the grant project. Document lessons learned at project’s end to enhance NeighborWorks’ ability to implement similar projects or respond to similar requests to design and administer new projects in the future
  • Coordinate across Divisions to ensure accurate budgeting and work plan progress
  • Assist in overseeing the design, development, and implementation of future grant rounds, including application and user guide design and development, coordinate and assist in delivering pre-application info sessions to explain application process and criteria, recruit and train application review teams, study grant recommendations and impact analysis, and prepare funding recommendations for corporation’s Officers
  • Assume Project Director’s responsibilities in their absence
  • Train grantees (via Zoom and other methods) to ensure understanding of grant project requirements
  • Keep grantees and sub grantees informed and up to-date with recent project developments and revised policy changes
  • As policy changes are made, revise exiting process, protocols, and tools where needed and inform stakeholders as needed
  • Serve as NeighborWorks’ relationship liaison to grantees and counseling agencies
  • Other job related duties as assigned

Project Manager for Financial Department Resume Examples & Samples

  • Manage multiple transition and/or transformation projects through full life-cycle and ensure successful outcome
  • Lead and facilitate AP/AR teams across multiple phases of the projects
  • Organize initiation, planning, design, execution, monitoring, controlling, implementation and closure of the projects
  • Establish and maintain working partnership through communication regarding the project plan, tracking tools, and estimated deadlines
  • Create and maintain a comprehensive project plan to break down work, track and manage tasks, dependencies and project schedule
  • Provide weekly project updates to include a high level overview of project progress, risks, issues and budget
  • Bachelor's degree and at least five years of Project Management experience or equivalent experience
  • Project Management Professional (PMP) and/or Certified Scrum Master certification
  • Experience with continuous improvement in an Operations environment
  • Experience delivering project goals/objectives and expected benefits
  • Working knowledge of standard Microsoft Office software

Project Manager, Financial Operations Resume Examples & Samples

  • Promote a risk-aware culture; ensure efficient and effective risk and compliance management practices by adhering to required standards and practices, and timely completion of compliance/risk management related activities
  • 5 years, minimum, work experience, with 2-3 year’s accountant experience
  • MS Office (Excel, Word, Project)/ Visio experience required

Financial Project Manager Resume Examples & Samples

  • Upholds Kaiser Permanente's Policies and Procedures, Principles of Responsibilities and applicable state, federal and local laws
  • Coordinates performance monitoring process with junior staff and participates in the development of forecasts
  • Conducts financial analyses independently or leads a team, participating in the most complex projects
  • May direct the production of ad hoc and periodic reports for department, facility, and/or regional management
  • Oversees preparation of analyses for project teams, regional, departmental, and/or functional management and staff analysts
  • Writes reports of recommendations and delivers formal presentations of analytic findings and suggested action steps to management and senior leaders
  • Provides education and management consulting on the use and interpretation of analyses, reports, methodologies, and source data to managers/leaders
  • Minimum six (6) years related experience (with bachelor's degree), OR
  • Minimum four (4) years related experience (with master's degree)

Project Manager With Sorena & Financial Services Exp Resume Examples & Samples

  • Will be responsible for more than 1 project at a time
  • Would be ideal to know the PM Tool – Sorena to open projects, monitor, update dates and issues and close-out
  • Responsible for BA activity and deliverables (FRD)
  • Report status; must have strong communication to report to management
  • Manage overall project organization to ensure requirements and project deliverable dates can be clearly communicated to the product and account leads
  • Manage all deliverables with any required external vendors
  • Work closely with Scrum Master to track sprint progress against overall project timelines
  • Work closely with the product and account leads to remain in full communication on the status and details of each project, including any cost or timing issues that may arise
  • Comprehensive knowledge and experience working in digital marketing and media

IT Senior Project Manager With Financial Background Resume Examples & Samples

  • Document the project charter, roles, tasks and measures of success
  • Ensure adherence to BB&T Project Office and other applicable Corporate policies and procedures
  • Develop quality business relationships so that client needs can be anticipated and addressed
  • Actively engage in development or oversight of the development of all documentation for project
  • Assist in continuous improvement of Project Office processes
  • Mentor, coach and set direction for team members and project managers/analysts. Provide feedback to group managers regarding the work performance of members
  • Program Profile-Span of Impact: Corporation; multiple lines of business; Budget impact: $10,000,000 to $100,000,000; Timeline: corporate programs and strategic projects are complex and can range from one year to five years in duration; Program complexity: medium to large
  • Bachelor’s degree in Business Administration or technology-related field, or equivalent education and related training
  • Ability to act as a steward over programs/project investments including: delivery of multi-year program investments, optimize investment return, strong consistent governance and formal controls to mitigate investment risk, delivery of core competencies like scope, schedule and budget, delivery of business goals and objectives along with the value promise and act as a co-driver with the business
  • Goal-oriented, action-focused, good interpersonal and communication skills
  • Proven ability to direct the efforts of others using Microsoft Project and Microsoft Office suite of tools
  • Ability to work effectively and efficiently toward goals in a complex, diverse environment with multiple and changing demands
  • Outstanding record of project management success

Financial Project Manager Resume Examples & Samples

  • Bachelor’s degree in Finance, related field or equivalent experience
  • 4+ years of financial analysis, budgeting, or related areas
  • Experience with MS-Office applications
  • Working knowledge of PeopleSoft or MS-Project preferred.Preferred

Financial Project Manager Resume Examples & Samples

  • Business partnering role working closely with Project Directors / Project Managers
  • Taking responsibility for the full financial life cycle of each project
  • Project Setup / Cost to Complete Schedules / Billings Schedules
  • Weekly/Monthly Billings – Assist PD’s and PM’s to instruct billings
  • Monthly Earnings – Assist with the estimating of monthly earnings values
  • FF&E – Prepare the monthly fee projection forecast reports
  • Project Reviews – review projects to ensure anticipated margins are being achieved and flag tothe Project Director’s and Project Manager’s when opportunities may arise to secure additional fees from the Client
  • Issue weekly and monthly reports to the Project Director’s to ensure accurate productivity levels are maintained for their teams and to keep them informed re project profitability

Financial Systems Senior Project Manager Resume Examples & Samples

  • Serve as a project lead where new functionality and/or enhancements to existing Financial Systems functionality are introduced or new entities are brought on-board. Work in accordance with and maintains a project plan, meeting targets, and making adjustments where needed. Participates on Financial Systems projects as assigned
  • Analyze business processes: meets with Operational Management, IS, HRIS, Finance and other users to understand functional business requirements and procedures. Apply systems knowledge of potential capabilities of Hyperion Planning, Essbase, Oracle/PeopleSoft G/L, A/P, nVision and OBIA. Develop, document, and present multiple solutions and approaches to problems, translate the best choice into technical specifications and deploy final product into Production. Documents all processes, workflows, and related system activities
  • Maintains knowledge of system settings and their impact to all users of the system and identifies inter-dependencies with other tasks/applications. Troubleshoots, documents, maintains, and helps manage the functional configuration of a variety of the Financial Systems modules
  • Write and runs complex queries using PSQuery, nVision, OBIA Answers and Hyperion SmartView. Produces reports, graphs, charts and/or data analysis in a timely manner utilizing a variety of reporting tools. Develops custom report specifications and documentations
  • Maintain and update Hyperion Security
  • Coordinate and participate in research or investigations of complex Financial Systems application issues or problems. Make or recommend necessary changes or corrections to resolve problems. Develop preventative process solutions to address these issues
  • Stay current on Finance and Accounting business processes as they relate to the Oracle/PeopleSoft, OBIA and Hyperion Planning systems
  • Maintain the integrity of Financial Systems data and processes
  • Comply with all applicable federal and state laws and regulations, policies and procedures of Lahey Health and the standards of any relevant accrediting organizations; participates actively in and abides by the requirements and adheres to the standards of the Lahey Health compliance program
  • Attention to details and ability to produce accurate work
  • Ability to be creative and innovative in the development of solutions to specific issues
  • Ability to work well with others
  • Strong analytical and reporting skills
  • Excellent communication skills with effective and professional customer service skills
  • Good interpersonal skills with the ability to work effectively in a team environment. Shift DAYS

Project Manager / Financial Analyst Resume Examples & Samples

  • Responsible for conducting a strategic and institutional planning process and developing program plans that support strategic objectives
  • Develop and implement a Project Management Plan with specified staffing, organizational responsibilities, designated leadership and lines of authority
  • Track project activities and monitor progress, timelines, and budgets
  • Develop and implement a plan for leadership communication
  • Develop and implement plans to identity and remediate potential performance problems
  • Maintain, update, and distribute SOPs and Methods
  • Monitor implementation and ensure that all personnel are familiar with, and regularly trained on, SOPs and methods that impact on their particular area of responsibility
  • Maintain strict adherence to the requirements of the SOPs and other guidelines as well as new regulations and policies as they are developed or as requirements change
  • Engage in financial management inclusive of financial forecasting and budget projections vs. actuals with predicted vs. actual cost analysis
  • Strength/Partner Reporting with a total of all current staff employed by specified category
  • Essential Staff List reporting of all staff names who are required to report to work during inclement weather or during other unanticipated events
  • Facilitate and coordinate Emergency drills and fire inspections and associated remediation
  • Timekeeping for Staff
  • Engage in strategic management development
  • Ability to obtain/maintain DoJ Security Risk Assessment (SRA) approval
  • Demonstrate interpersonal, oral and written communication, and organizational skills
  • Demonstrate ability to ability to work independently, design experiments, and analyze data

Project Manager for Financial Management Services Resume Examples & Samples

  • Exceptional and effective written and oral communication skills to address a wide variety of audiences
  • Keen grasp of interpersonal and impact awareness
  • In-depth knowledge and understanding of university operations, administration, community, and mission
  • Solid leadership, negotiation, persuasion, and facilitation skills
  • Strong understanding of the Agile methodology including having used it for at several years
  • Experience in the procure-to-pay process and functions including spend, contract and vendor management programs

Financial Planning & Analysis Project Manager Resume Examples & Samples

  • Develop approaches and solutions required to implement Finance process transformation and improvements
  • Participate in multiple process development or improvement discussions to help in defining performance metrics and identifying and exploiting process opportunities, including process analysis, with considerations for the functional and logical system design and implementation
  • Understand the requirements and priorities around reporting & analysis deliverables for Finance Transformation
  • Create documentation of the processes and collaborate with corresponding Transformation teams to ensure coordinated strategy and implementation
  • Analyze, organize and manage high volumes of data, including financials and metrics, and be knowledgeable of the key business drivers
  • Maintain accurate status for all owned projects in progress, own creation and delivery to clients on or by agreed upon frequency
  • Research and analysis related to ad-hoc requests

Financial Project Manager Resume Examples & Samples

  • Use and develop SME knowledge to understand business objectives and evaluate requirements, conduct functional design and gap analysis across data warehouse, reports, dashboards, and metrics
  • Serve as a liaison to the business area to incorporate technical requirements to design solutions for business needs
  • Understand and mitigate the technical design on security, performance and data privacy through reviews of proposed configurations and system implementations

Financial Project Manager Resume Examples & Samples

  • Developing functional specification for delivery to IT
  • Performing system testing to ensure that development is in line with functional specification
  • Ensuring on-time quality delivery of all activities assigned
  • Communicate project status, risks and issues in alignment with Global Project Manager

Financial Project Manager Resume Examples & Samples

  • Driving the project towards completing, with a high sense of ownership and quality
  • Leading and collaborating efficiently among cross-functional team and departments, both locally and regionally
  • Managing and reporting timelines and deliverable
  • Communicating with direct report on status, risks, and results
  • Defining the business requirements and high level process / system solutions
  • Acting as a company representative with vendors and suppliers
  • Anticipating and escalating issues quickly and efficiently, as necessary to allow proper corrective action/decision
  • Min. 2 years of working experience in BIG FOUR auditing companies is a plus
  • Pro-active and positive attitude
  • Willing to learn how to work within a team and independently
  • Excellence in English communication both writing and speaking

Financial Services Project Manager Resume Examples & Samples

  • 8+ years of experience in interfacing with clients at the senior management level and managing client expectations and relationships
  • 5 years of experience with consulting or in the financial services industry
  • 2 years of experience with project management and staff supervision
  • Experience with conflict resolution and selecting, motivating, and developing project staff
  • MBA degree preferred

Financial Project Manager Resume Examples & Samples

  • Required education: Bachelor Degree in Accounting or Finance or Certified Project Management background
  • Work experience 3-5 years
  • SAP (FI/CO, SD and PR modules), Microsoft Suite with strong Excel skills, Collaboration Tools
  • Industry/business acumen (Construction market / Building Automation, Fire & Security Industries)
  • Knowledge, skills, or expertise preferred: Project Management Professional (PMP) or certified Commercial Project Manager (CPM), Financial Analysis, Process Flow / Improvement (Six Sigma or like)
  • Amount of travel with the position: 50%
  • Working knowledge of Accounting and Controlling principles and procedures
  • Working knowledge of internal workflows and involvement of various departments during project lifecycle

Financial Analyst / Project Manager Resume Examples & Samples

  • Prepares understandable and defensible financial analyses of decision alternatives by utilizing spreadsheets and accessing various databases
  • Facilitates and participates in meetings and presentations
  • Develops feasibility studies and business plans to support new lines of products and services
  • Supports executive staff and committees in the development, analysis and communication of cost saving strategies and budgets and in the research of financial, operation and variance issues
  • Master's degree in related field