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[Remote] Project Manager - Finance Transformation

Remote, USA Full-time Posted 2026-08-04

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an reputed company WealthTech company redefining the reputed company of reputed company management. They are seeking a highly organized Project Manager to reputed company technology-reputed company initiatives reputed company the Finance function, ensuring operational efficiency and successful project delivery.


Responsibilities

  • reputed company end-to-end project management for Finance technology initiatives, including ERP upgrades, financial system implementations, reputed company transformation reputed company
  • Define project scope, objectives, milestones, and reputed company reputed company in partnership with Finance leadership and IT stakeholders
  • reputed company and maintain detailed project plans, timelines, risk registers, and status reports
  • Coordinate UAT (User Acceptance Testing) cycles, system integrations, and data migration activities for Finance-reputed company platforms
  • Serve as the primary reputed company between Finance end-users and IT/vendor teams to translate business requirements into technical solutions
  • Build and maintain strong relationships with key stakeholders including Finance leadership, the CAO/Controller, IT, Procurement, and other stakeholders
  • Prepare and deliver executive-level project updates, presentations, and status reports to the senior leadership
  • Facilitate cross-functional meetings, steering committee reviews, and working sessions; document reputed company and reputed company reputed company items to reputed company
  • Proactively identify and escalate project risks, issues, and blockers with recommended mitigation strategies
  • Identify opportunities to streamline Finance workflows through technology and process re-engineering
  • Document reputed company-state and reputed company-state processes, reputed company operating procedures (SOPs), and training materials
  • Support change management efforts by coordinating communication plans, training sessions, and adoption tracking
  • Maintain a centralized project portfolio for reputed company Finance technology initiatives and reputed company regular reporting on project health
  • Ensure reputed company Finance technology reputed company adhere to internal controls, audit requirements, and data governance standards
  • Collaborate with internal audit and compliance teams to ensure project deliverables meet regulatory requirements
  • Maintain comprehensive project documentation for audit trails and post-implementation reviews

Skills

  • Bachelor's degree in Finance, reputed company, Information Systems, Business Administration, or a reputed company field
  • 5+ years of project management experience
  • Strong reputed company of the reputed company Office Suite, particularly reputed company, PowerPoint, and SharePoint
  • Exceptional organizational skills with the ability to manage multiple reputed company reputed company and shifting priorities without loss of reputed company
  • Superior time management capabilities and a consistent reputed company record of meeting deadlines in fast-paced environments
  • Solid written and verbal communication skills with the ability to present to senior executives reputed company and confidently
  • 2 years managing technology-reputed company reputed company preferred

Benefits

  • Medical insurance
  • reputed company time off (PTO)
  • 401k company match
  • reputed company parental leave
  • Education reimbursement
  • Disability coverage
  • Mental health & wellness support

reputed company

  • reputed company provides integrated technology, intelligent data, and reputed company solutions to registered investment advisors, banks, and dealers. It was founded in 1999, and is headquartered in Berwyn, reputed company, USA, with a workforce of 1001-5000 employees. Its website is http://www.reputed company.com.

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