Project Manager Finance Resume Samples

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AB
A Bernhard
Alexandrine
Bernhard
55368 Gottlieb Village
Los Angeles
CA
+1 (555) 867 4780
55368 Gottlieb Village
Los Angeles
CA
Phone
p +1 (555) 867 4780
Experience Experience
04/2015 present
Chicago, IL
Senior Project Manager Finance SBP
Chicago, IL
Senior Project Manager Finance SBP
04/2015 present
Chicago, IL
Senior Project Manager Finance SBP
04/2015 present
  • Create new and improved working methods for entire processes and systems
  • Support driving important x-functional projects like Integrated Performance Management or Beyond Budgeting
  • Drive important x-functional projects like Integrated Performance Management or Beyond Budgeting
  • Provide comprehensive expertise for assigned functional areas/systems and processes towards team and business partners
  • Provide solutions and facilitate decisions by structuring/analysing data and deriving the respective recommendations
  • Drive transparency and speed of business analysis by giving recommendations and provide options to business partners on respective level
  • Provide broad & deep knowledge in own functional area, combining with broad knowledge of other areas
03/2008 11/2014
Houston, TX
Project Manager, Finance
Houston, TX
Project Manager, Finance
03/2008 11/2014
Houston, TX
Project Manager, Finance
03/2008 11/2014
  • Managing and facilitating the portfolio management process
  • Partner with other leaders of the accounting function and Business IT to design, develop and implement automated systems which support standardized processes
  • Utilizing established documentation guidelines write and deliver quality documentation in order to communicate effectively with project stakeholders
  • Gathering of project data and production of information for management review
  • Facilitate change management and communication planning activities through project lifecycle
  • Drive regular forums to update business communities and steering committee on progress, status and issues
  • Provide Project Management support for multiple BPO transitions happening in parallel
12/2003 11/2007
Detroit, MI
Assistant Project Manager, Finance
Detroit, MI
Assistant Project Manager, Finance
12/2003 11/2007
Detroit, MI
Assistant Project Manager, Finance
12/2003 11/2007
  • Identify area of improvement; streamline the existing processes for efficiency improvement
  • Drive and manage all stages in project life cycle. (Head Office Reporting)
  • Develop project scope documentation, project plans and project schedules
  • Arrange smooth go-live implementation and provide post go-live support
  • Prepare test case, arrange UAT and ensure adequate testing is performed
  • Provide support in case of production incident
  • Present project status regularly to senior management
Education Education
Bachelor’s Degree in Customer Orientation
Bachelor’s Degree in Customer Orientation
Harvard University
Bachelor’s Degree in Customer Orientation
Skills Skills
  • Ability to perform detailed analyses as well as create executive summaries of the analyses
  • Ability to accept and meet critical deadlines with good planning and organizational skills
  • Attention to details & ability to step back and see the big picture
  • Very good communication skills for persuasion and convincing others
  • Ability to work independently
  • Ability to maneuver in consistently changing environment
  • Team player and ability to operate cross-functionally and understanding of external business drivers
  • Ability to present and defend own work and work of others to senior leadership
  • Ability to influence the decisions of individuals that you do not supervise
  • Skills in planning and organizing, documenting, solving problems and managing conflicts
Create a Resume
1

Project Manager Finance Resume Examples & Samples

  • Assignments are diverse and may require modifying standard procedures with some operational implications
  • Leads and is accountable for projects that address issues that have direct impact on the function/department
  • May participate in and provide input to department or division-wide project teams
  • May manage overall vendor/customer accounts for a function/department, including effective budget management
  • Ability to develop detailed project plans, budgets and schedules based on input from the project team. Ensures all plans are current and are in alignment with stakeholder expectations
  • Ability to identify project issues and risks and develop/implement comprehensive mitigation plans. Escalates issues and potential solutions as appropriate
  • Implement standard project management processes used by the Domestic Sales Organization
  • Will solution for special processes as needed
  • Nature of work requires increasing independence; receives guidance on complex problems or issues
  • Self-starter and demonstrates flexibility
  • Performs full range of standard professional level work that typically requires processing and interpreting, more complex, less clearly-defined issues. Identifies problems and possible solutions and takes appropriate action to resolve
  • Demonstrates skill in data analysis techniques by resolving missing/incomplete information, inconsistencies/anomalies in more complex research/data
  • May lead a small project team, including providing assistance in planning and executing the work within the team
  • May make recommendations regarding personnel actions such as staffing, performance management and rewards, but does not make the final decision
  • Accomplishes results through appropriate contacts and informal networks
  • Proactively anticipates project issues to effectively and efficiently solve problems
  • Possesses and applies a broad knowledge of principles, practices, and procedures of project management to the completion of moderately complex assignments
  • Solid knowledge of organization's technologies and practices
  • May require up to 20% travel
2

Project Manager Finance IT Resume Examples & Samples

  • Deliver projects according to requirements / objectives while complying with global Finance IT strategies
  • Work with business analysis stream leads on resourcing needs and project cost estimation
  • Effectively communicate status, issues, key milestones and escalate risks to stakeholders
  • Ensure proper methodology and delivery approaches are met during project implementations to minimise risk to production
  • Negotiate demand with development and test management supply managers
  • Face off release managers, test managers and developers
  • Oversee change approval, development, testing and implementation progress
  • Clear out necessary compliance with standards / procedures as required in change management & production stability
  • Establish and manage project-based contractual arrangement with external vendors, as required
  • Manage the financials on individual project
  • Over 8 years of IT projects experience, with at least 3 years in a project management role, preferably in global financial organization
  • Hands on experiences in all stages of project lifecycle and project management processes. PMI Certification is desirable
  • Broad knowledge of front-to-back banking processes; specific knowledge in financial control, accounting and reporting is desirable
  • Ability to drive and influence decision making process involving senior stakeholders, confidence to challenge assumptions
  • Comfortable managing highly-matrixed teams, with people from a diversity of backgrounds and cultures
  • Strong verbal and written communication skills, able to speak fluent English
  • Detail-oriented; strong planning, organizing and prioritisation skills; strong personal time management
  • Proactive approach with a desire to resolve issues / conflicting demands quickly and effectively
  • Good understanding of APAC regulatory landscape for Investment Bank and experience in driving relevant projects is desirable
  • Knowledge and experience on enterprise-wide financial systems is desirable
3

Senior Project Manager Finance SBP Resume Examples & Samples

  • Partner with business and Senior Management within the assigned area of responsibility
  • Enable fact based decision making by creating transparency on KPI’s and success measures for key Finance Projects
  • Lead medium to large sized projects, implement results and ensure sustainability of achievements by regularly monitoring and reporting on progress of the project to all stakeholders, identifying and escalating road blocks
  • Create new and improved working methods for entire processes and systems
  • Design, develop and implement state of the art analytic tools
  • Significantly contribute to the achievement of the department strategy
  • Provide solutions and facilitate decisions by structuring/analysing data and deriving the respective recommendations
  • Support driving important x-functional projects like Integrated Performance Management or Beyond Budgeting
  • Thorough understanding of the complexity, interactions and dynamics within an international company
  • Excellent communication skills for influencing others
  • Ability to think and act strategically and develop operational strategy
  • Business fluency in English (written and spoken)
  • 5-8 years of relevant working experience within a project driven work environment
4

Senior Project Manager Finance SBP Resume Examples & Samples

  • Act as a business partner and drive common solutions with assigned area of responsibility
  • Lead by example cross-functional collaboration
  • Drive transparency and speed of business analysis by giving recommendations and provide options to business partners on respective level
  • Drive execution and implementation of business strategies through own expertise
  • Drive medium to large sized projects, implement results and ensure sustainability of achievements by regularly monitoring and reporting on progress of the project to all stakeholders, identifying and escalating road blocks
  • Take actions to secure part of the corporate targets
  • Excellent communication skills in order to negotiate with internal and/or external parties with possible divergent interests and with different business areas
  • Excellent analytical skills in order to analyse complex issues and to improve processes and techniques
  • 8-10 years of relevant working experience within a project driven work environment
  • Broad & deep knowledge in Finance, combining with broad knowledge of other areas
5

Project Manager Finance Resume Examples & Samples

  • Managing and facilitating the portfolio management process
  • Partner with other leaders of the accounting function and Business IT to design, develop and implement automated systems which support standardized processes
  • Facilitate change management and communication planning activities through project lifecycle
6

Project Manager, Finance Resume Examples & Samples

  • Sets standard on how projects are run
  • Gathering of project data and production of information for management review
  • Effectively builds sustainable relationships across the business and accounting/finance department
  • Drive regular forums to update business communities and steering committee on progress, status and issues
7

Project Manager Finance Resume Examples & Samples

  • Work with the Finance Project Director and other PMs in creating business cases to launch new projects and document business requirements
  • Actively participate in the preparation of necessary information and analysis to define, measure, improve and control business processes
  • Identify business requirements, ensure acceptance of KPI concepts with relevant stakeholders and support fact based decision making process
  • Develop and implement adequate communication packages to present derived results, recommendations and solutions to stakeholders of the projects (e.g. by setting up workshops, execute debriefing)
  • Adapt and modify best practices shared among LAM countries and departments
  • Provide project expertise in the preparation of business process documentation for Finance projects. Execute constant follow-up of the projects calendar and key milestones, ensuring that deliverables are completed on time
  • Participate and document meetings with all functions
  • Provide task management expertise and support to all LAM Finance Directors, in order to guarantee execution efficiencies
  • Interact with HQ Project Teams to understand and be able to communicate the latest processes, templates and documentation
  • Support the interaction with IT in order to reflect the business requirements on the development of the systems solutions
  • Assist the countries with Finance projects implementation
  • University Degree in Finance, Business, Systems or Engineering, with demonstrated academic performance
  • Advanced Microsoft Excel, Access, Power Point, Word and Outlook
  • 3-5 years of experience in Operations, Finance or Project Management preferably in a consumer goods/sports/fashion industry
  • Understanding of business processes and structure
  • High degree of customer orientation and solid business partnering skills
  • Attention to details & ability to step back and see the big picture
  • Ability to accept and meet critical deadlines with good planning and organizational skills
  • Ability to maneuver in consistently changing environment
  • Team player and ability to operate cross-functionally and understanding of external business drivers
  • Skills in planning and organizing, documenting, solving problems and managing conflicts
  • Fluent in English and Spanish (written and spoken)
8

Project Manager, Finance Transformation Resume Examples & Samples

  • Strong project and programme management experience
  • A proven track record of delivering high quality results, while working in a complex cross functional project environment
  • Excellent Excel, PowerPoint and Microsoft Project capabilities
9

Project Manager Finance Resume Examples & Samples

  • 30% PROJECT COMMUNICATIONS - Develops an effective plan for communicating project information to the project team and to the project stakeholders. Develops written status reports and scorecards and creates/presents project review documents to senior leadership. Collects and documents project issues and manages their timely resolution
  • 10% PROJECT LESSONS LEARNED - At the completion of a project or project phase, captures key lessons learned and communicates to peer Project Managers. Effectively applies lessons learned in subsequent projects
  • Strong working knowledge of Excel, Access, and Powerpoint
  • Ability to perform detailed analyses as well as create executive summaries of the analyses
  • Ability to influence the decisions of individuals that you do not supervise
10

Project Manager, Finance Projects Resume Examples & Samples

  • Identify, engage with, influence and manage Finance stakeholders to ensure impacts, issues and risks associate with the projects are communicated
  • Review project objectives and ensure requirements gathered from Wealth Finance align with these objectives and confirm that the implemented solutions correspond to finance processes and policies
  • Ensure that project planning, execution and control are properly integrated
  • Oversee Finance project deliverables during the project Delivery Planning stage to ensure those deliverables are met in accordance with project planned schedules
  • Maintain appropriate documentation and audit trails over internal/external reporting and reconciliations to ensure compliance with statutory reporting requirements and project@nab governance
  • Knowledge of finance, ideally within a wealth division
11

Project Manager Finance Transformation Resume Examples & Samples

  • Automate regulatory reporting to improve efficiency, accuracy and time to complete
  • Understand the regulatory reporting obligations for the business and what it will take to get the numbers into a format to upload to APRA
  • Build a detailed project plan to define objectives, benefits, budget, timeline, risks, governance, resources, stakeholders etc
  • Effectively manage stakeholders including IT, Finance, PMO and executive leadership team
12

Project Manager, Finance PMO Resume Examples & Samples

  • Project Management Professional (PMP) Certification is preferred
  • Both a strong technology and business acumen are required
  • Ability to work and challenge all levels of management including the Finance leadership team
  • Ability to foster and build a collaborative working relationship with various stakeholders
  • Strong organizational, analytical, and communication skills are required
13

Assistant Project Manager, Finance Resume Examples & Samples

  • Drive and manage all stages in project life cycle. (Head Office Reporting)
  • Support team head to monitor the budget and progress reporting
  • Minimum 4 years Project management experience in Financial Institution, candidates with work experience in the finance team will be an advantage
  • PMP qualification preferred, but not necessary
14

Project Manager, Finance Data Analytics Resume Examples & Samples

  • Support business partners to identify intelligence gaps, build out new data solutions, and maintain end user reporting developments
  • Create, maintain, and manage documentation for all data warehouse, cube, and reporting efforts
  • Perform data cleansing and data auditing as necessary to ensure data quality
  • Contribute to effective teamwork, communication and collaboration to achieve results
  • Develop a strong understanding of the business, strategic direction, organizational structure and overall business goals
  • A Bachelor’s degree in MIS, Statistics, or other computer/quantitative fields a must. Master’s degree preferred
  • 6+ years’ experience in the banking, credit card or financial services industry with relevant work experience
  • Demonstrated project management skills, including ability to prioritize, meet deadlines and follow through on completion of high-profile projects
  • Experienced with SAS/SQL and Teradata, very familiar with various bank performance data and financial metrics
  • Strong logical thinking, problem solving and decision making skills
  • Tableau experience preferred; Hadoop experience a plus
15

Project Manager Finance, Co-op Rebate Resume Examples & Samples

  • 40% PROJECT CONTROL - Develops an effective plan for controlling project scope, schedule and cost, and monitors project execution to ensure that the plan is being followed. Creates and effectively coordinates documentation to explain changes or potential changes to the baseline and ensures the approved changes are implemented. Maintains project logs of all submitted changes and their status
  • 10% PROJECT RISK MANAGEMENT - Leads the definition of project risks and the required mitigation approaches. Monitors project activities for the occurrence of risks and takes timely action to escalate or mitigate the risk. Advises project team members and stakeholders of actions required or completed
  • 10% PROJECT ENVIRONMENT - Shares responsibility with the project leadership for providing a good working environment. Ensures teams are staffed, duties and responsibilities are understood by everyone and that an inclusive environment is maintained
  • Accounting knowledge or a CPA license is a plus
  • Ability to perform detailed analyses as well as create executive summaries of the analyses
16

Assistant Project Manager, Finance Resume Examples & Samples

  • Drive and manage all stages in project life cycle. (mainly Corporate Banking and Account Payable projects)
  • Understand and ensure all user requirements are properly captured
  • Carry out feasibility study, assess potential impact and define target operating model
  • Develop project scope documentation, project plans and project schedules
  • Arrange smooth go-live implementation and provide post go-live support
  • Undertake risk analysis and proactively identify mitigating solutions
  • Timely track the progress of projects against agreed timeline and budget
  • Build and maintain a trusted relationship with all project stakeholders across different functions (PMO, IT, finance users, operation teams)
  • Accounting/Auditing related experience And / Or finance project experience in Financial Institution. (5+ years)
  • CPA preferred, but not mandatory
17

Project Manager Finance IT, VP Resume Examples & Samples

  • Successfully manage complex (high visibility/risk) projects. Coordinates project team members to ensure completion of the defined project(s)
  • Partner with Sr. Technology and Business Leads/Sponsors, to develop roadmaps to deliver complex technology projects
  • 10+ years application project management experience in Financial Services
  • Independently and successfully managed at least three complex projects, from start to end (i.e. covering all Life Cycle Phases) with a duration of at least 1 year
  • 4 year Bachelor’s Degree required
  • Completion of PMP or other PM certification (preferred)
  • OFSAA, Hyperion, PeopleSoft GL experience highly valued
18

Project Manager, Finance Process Management Resume Examples & Samples

  • You demonstrate strong business acumen; possess a blend of operational & financial competencies and a strong technical aptitude
  • Your strong data analysis and data visualization skills
  • Your understanding of Business Intelligence tools/platforms (Business Objects, OBIEE, Tableau, Alteryx)
  • Your excellent consulting and customer engagement skills
  • You are pro-active, driven, curious and accountable
  • Your sense of urgency and ability to break through roadblocks
  • You have strong analytical, communication, project management and problem-solving capabilities
  • Your excellent communications skills
  • Your ability to work on multiple projects simultaneously
  • Your strong team oriented approach to getting work done
  • Your strong judgment, issues management and problem analysis techniques
  • Your basic understanding of tools and techniques for evaluating end-to-end processes using Lean/Six Sigma improvement methodologies
19

Senior Project Manager, Finance Resume Examples & Samples

  • A minimum 8 years project management experience
  • Must be willing to be trained as a Black Belt and Program Manager
  • Must be able to read, write, and speak English
  • Healthcare Finance or Engineering - project management and/or systems design and/or architecture background
  • Experience leading large scale cross functional projects
  • Black Belt certification
  • Change Acceleration Process skills
20

Senior Project Manager, Finance Resume Examples & Samples

  • Regular attendance is a requirement of this position
  • Experience leading large scale cross-functional projects
  • Experience in M&A integration and change management
21

CIB F&BM Project Manager Finance & Risk Roadmap Resume Examples & Samples

  • Knowledge of finance business function, processes & technology platform
  • Knowledge of business processes and finance operating model within the region
  • Knowledge of Line of business systems, middle office operations or other products/business would be advantageous. (E.g. iDDA, Cash Management)
  • Working knowledge / project management skills e.g. Project Life cycle, project governance, project control, best practices
  • Strong, proven ability in business analytical skills
  • Strong level of expertise in the full range of finance functions with some business product knowledge
  • Ideally has knowledge of CIB or Corporate Finance applications
22

Project Manager, Finance Resume Examples & Samples

  • Provide Project Management support for multiple BPO transitions happening in parallel
  • Create and maintain key project management documents including project sites, project plans, transition tracking documents, status updates for the working team and executives, action item logs, meeting minutes, etc
  • Organize and lead transition meetings, set clear and effective agendas, and drive the project deliverables to completion
  • Provide functional subject matter expertise (where applicable). Anticipate customers needs; interface with partners within and outside of Alphabet
  • Manage project risk throughout the transitions, develop and maintain issue logs to ensure accountability and resolution of key issues
  • 4+ years experience in managing projects
  • BA/BS degree in Finance or Accounting
  • Proficient in my client's Docs, Sheets, Slides, gmail, and Calendar
  • Ability to manage complex, fast paced projects, change directions quickly, and stay on top of shifting priorities and timelines
23

Project Manager, Finance Resume Examples & Samples

  • Develops and maintains detailed project plan
  • Assists in defining project objectives in order to set project scope/ specifications and select the appropriate solution approach
  • Assist in the assessment of software applications and hardware requirements. Follow established evaluation criteria in order to evaluate hardware and software for client use/implementation
  • Coordinates activities across different functional teams and carry out project plan to achieve project objectives (Conduct Finance workflow meetings, post-implementation meetings, etc.)
  • Utilizing established documentation guidelines write and deliver quality documentation in order to communicate effectively with project stakeholders
  • Use Project Management best practices in order to achieve effective project implementation and outcomes
  • Manages deliverables in line with the project plan
  • Records and manages project issues and escalates when necessary
  • Resolves cross-functional issues at a project level. Monitors project progress and performance
  • Utilize project scheduling tools in order to track, document, and control project plans, schedules, and changes. Review progress of projects on a regular or pre-established basis in order to monitor and assess project status
  • Act as liaison with specified user areas and confer with users to define business requirements and processes for project deployment and integration
  • Conduct ongoing assessment of client needs in order to ensure that needshave been identified and that solutions have beendeveloped to address these needs
  • Job performance requires fulfilling other incidental or related duties as assigned, assisting and training others, and performing duties of higher rated positions from time to time for developmental purposes
  • Able to use judgment and provide a process to ease group resolution of issues; clarify points of view and terminology to gain group acceptance; facilitate the actions, decisions, or opinions of others in a positive direction
  • Able to control and complete projects on time; involve others in planning; clearly define roles and goals and track performance
  • Able to quickly focus on what is important; establish a sequence of tasks and completion dates; set priorities and allocate time and resources when faced with competing demands
  • Able to clearly express ideas, information, or concerns with the spoken word; present verbal information in a straightforward manner; ask questions in order to open channels of communication; listen to understand perspective of others
  • Able to demonstrate consistency of words and actions; protect confidential information; practice what he/she preaches; do what is right even when no one is watching
  • BA/BS - Bachelors Degree required
  • MA/MS - Masters Degree or equivalent preferred
  • Skills preferred – project management tools
  • Skills required - Excel, Access, Word, Visio, Powerpoint
  • Effectively work in a fast paced environment. Must have strong and broad project management background utilizing established project management tools and techniques
  • Create and manage cross functional teams in order to ensure successful progression towards desired outcomes. Provide avenues for information exchange between project teams, project managers and stakeholders
  • Effectively communicate with all levels of management, internal and external customers. Ability to work well as a member of a team or alone
24

Project Manager, Finance Resume Examples & Samples

  • Develop strong stakeholder relationships and maintain effective communication channels
  • Work proactively with the business and IT to document Finance impacts, business requirements, implementation plans, etc. for projects
  • Apply experience to identify appropriate PM tools to manage resources, schedules and risks on projects. Develop realistic project plans and track completion of milestones
  • Manage through others; successfully influence cross-functional team members to achieve project goals
  • Support team members and establish healthy, collaborative relationships
  • Maintain enthusiasm, energy and focus in a variety of circumstances
  • Ability to self-manage and proactively organize and plan project activities and dependencies to achieve success
  • Bachelor’s Degree required (finance, information systems, business, accounting preferred); MBA a plus
  • 7+ years project and program management experience, including
25

Senior Project Manager, Finance Practice Resume Examples & Samples

  • 5+ years of experience managing IT projects
  • Understanding of the main phases of software development lifecycle
  • Experience using popular development methodologies and project management practices
  • Leadership and people management skills: motivation, evaluation, conflict resolution
  • Practical knowledge of using defect/task tracking systems and project reporting tools
  • Client communication skills: expectation management, feedback gathering, discussing requirements
  • Good spoken and written English, ability to create project documentation in English
26

Tech Central Project Manager Finance IT Systems Resume Examples & Samples

  • Support the current team in building a cohesive, streamlined and quality solution
  • Create and maintain (or review work done by other admins/developers) the Rapport (credit) and Varicent (Sales Comp) environments
  • Drive enhancements to the systems to increase benefits and usability
  • Manage system changes without interruption to the user
  • Manage new releases and efficiently roll out new features
  • Help manage support team and serve as an escalation point
  • Help identify and make improvements in technology and processes to maintain full availability and performance within service level agreements
  • UG - B.Tech/B.E. OR PG – M.S. / M.Tech REC or above
  • At least 3 years of hands-on developement experience
  • Experience managing Application support and maintenance
  • Experience in data migration and integration
  • Knowledge of configuration management tools like Subversion and/or Git
  • Understanding of relational databases and data integration tools· Experience with programming languages such as SQL, JavaScript, HTML, Java, Apex· Strong English language communication, both written and verbal· Ability to work independently, as well as part of a team, on multiple projects· Willing to work in a 24*5 profile with weekend on-call support
27

Project Manager Finance Resume Examples & Samples

  • Bachelor’s degree in Human Resources Management, Organizational Management, Business Administration, Finance, Healthcare Management, Health Information Management or related field
  • Prior experience working with metrics, financials or working with budgets
  • Lean or Six Sigma Certification preferred
  • Certified Assoicate in Project Management (CAPM), and/or Project Management Professional (PMP) certification preferred