Published: Mar 21, 2025 - The Finance Project Manager oversees strategic growth projects for the Finance Shared Services team, ensuring robust project support and leadership throughout the execution stages. Coordinates with cross-functional teams to establish business requirements, project timelines, and detailed implementation plans. Manages risk, streamlines processes, and leverages analytics to enhance decision-making and project outcomes, fostering strong relationships across Finance, IT, and other key departments.

Tips for Finance Project Manager Skills and Responsibilities on a Resume
1. Senior Finance Project Manager, Horizon Investments, Charlotte, NC
Job Summary:
- Directly manage large projects as the project finance lead.
- Ensure predictability, profitability, and that cash is maximized.
- Monthly close ownership for the project portfolio.
- Partner with the project leadership team leading monthly project reviews to ensure the accuracy of project financials.
- Drive the cash focus of the operations team and align with Regional Reporting on cash performance and the portfolio variance analysis.
- Work with cross-functional teams to understand and help improve overall profitability.
- Ownership of monthly reporting on actual performance to the business's Sr. Leadership team.
- Understand and explain the variances in the forecast.
- Supervise the project finance team function and members.
Skills on Resume:
- Project Management (Hard Skills)
- Financial Analysis (Hard Skills)
- Monthly Closing (Hard Skills)
- Financial Reviews (Hard Skills)
- Cash Management (Hard Skills)
- Cross-functional Collaboration (Soft Skills)
- Reporting (Hard Skills)
- Team Supervision (Soft Skills)
2. Finance Project Manager, Peak Financial Services, Denver, CO
Job Summary:
- Be the key support in the adoption of new Greensill group finance systems
- Responsible for project coordination, process evolution, and delivery to the target.
- Design, track and report on finance projects
- Automate processes, improve financial reporting and develop good governance
- Assist in the design, implementation, and documentation
- Deliver comprehensive projects involving system and financial reporting improvements across multiple systems including Oracle NetSuite, Expensify, Adaptive, and Oracle PBCS
- Supporting projects being delivered by cross-functional project teams, and being the dedicated finance business champion
- Project management including regular updates to all stakeholders
- Support the design, delivery and rollouts of new systems, technology, business processes and team training programs
- Assists in developing project plans with specific goals, scheduling, identification of risks and resource allocation for each phase of the plan
- Effectively communicates with management, stakeholders, subject matter experts, and project team members
- In collaboration with Finance leadership, sets the strategy and vision for the Financial systems
- Identify and solve issues within the various FinTech projects assigned
- Design and implement improvements to the system and business processes
- Manage projects with high-performing teams
- Manage all facets of financial system functionality and related business processes
- Assist in setting annual goals for the team and team members measure individual progress against goals and provide feedback to the team on performance
- Manage team resources and ensure they are utilized appropriately
Skills on Resume:
- System Adoption (Hard Skills)
- Project Coordination (Hard Skills)
- Process Automation (Hard Skills)
- Financial Reporting (Hard Skills)
- System Implementation (Hard Skills)
- Team Training (Soft Skills)
- Communication (Soft Skills)
- Strategy Development (Hard Skills)
3. Finance Project Manager, River Tech Solutions, Little Rock, AR
Job Summary:
- Leading the provision of sponsorship and monitoring of the prescribed network capital investment (augmentation, contingent projects, replacement, and NCAP).
- Leading the provision of advice and guidance during the investment stage (from needs creation to project close-out)
- Ensure prudence and efficiency in the prescribed network capital investment.
- Management of option investigations and screening and management of changes in the scope, time, and cost of all investments
- Ensure the variances are reasonable and efficient from the consumers’ perspective.
- Leading the provision of the prescribed network capital investment process documentation
- Ensuring that all relevant stakeholders adhere to the Prescribed Network Capital Investment Process.
- Leading the provision of sound and effective portfolio management of the company’s network projects and programs
- Ensure the network portfolio is delivered within the defined schedules and budgets (including the annual budget).
- Coordinating the initiation and development of the prescribed network CAPEX program for revenue reset and 3-10 years rolling window.
- Prepare and present monthly reports for the Asset Management leadership team and the Portfolio Planning Committee
- Ensure the information on the progress of assigned projects is reported and tracked appropriately and in alignment with the organization’s objectives
- Work with a network of solar installation and development partners to finance commercial-scale solar projects
- Educate and provide details about financing products and process
- Help partners secure financing for solar projects
- Work with other members of the Underwriting and Finance teams
Skills on Resume:
- Capital Management (Hard Skills)
- Investment Guidance (Hard Skills)
- Change Management (Hard Skills)
- Documentation Management (Hard Skills)
- Portfolio Management (Hard Skills)
- Program Coordination (Hard Skills)
- Reporting (Hard Skills)
- Stakeholder Engagement (Soft Skills)
4. Finance Project Manager, Summit Strategies Group, Salt Lake City, UT
Job Summary:
- Oversee the creation and maintenance of project-level accounts in the company ERP system.
- Oversee the maintenance of resource bookings in the company ERP system.
- Oversee other ERP system administration functions.
- Create and manage the process for the monthly review of project financial results for the Project Managers to follow.
- Coordinate with the Accounting Manager to ensure that all postings, allocations, accruals and payments for the projects are completed according to schedule.
- Review monthly project status reports prior to project reviews.
- Create and manage the annual creation of project budgets in coordination with the project managers for review by the Associate Director of Finance.
- Assist the Associate Director of Finance with managing the annual budget process, monitoring the actual budget and maintaining a rolling forecast.
- Assist the Associate Director of Finance in the tracking and analysis of consolidated financial results for all projects.
- Implement process improvements.
- Provide variety and significant scope for personal and professional development.
- Take an active role in assisting in the development and management of finance-related projects
- Implements local policies to set principles for behavior
- Design and writing local standard operating procedures for all different departments
- Reviewing the current SAP system and preparing the system enhancement. Ie: withholding tax function in SAP with a consultant
- Using SAP to monitor accounts and analyze transaction exceptions to determine the source of error and solve the problems
- Reviewing HQ/ Regional chart of account and designing local accounting policies together with HQ and regional team
- Support the accounting team for Tax and Transfer pricing / IFRS topics
Skills on Resume:
- ERP Management (Hard Skills)
- Financial Coordination (Hard Skills)
- Report Review (Hard Skills)
- Budget Management (Hard Skills)
- Forecasting (Hard Skills)
- Process Improvement (Hard Skills)
- Policy Implementation (Hard Skills)
- SAP Analysis (Hard Skills)
5. Finance Project Manager, Greenfield Banking Co., Greenfield, IN
Job Summary:
- Create, maintain and close project structure in SAP ONE
- Monitor and analyze project status in SAP ONE
- Secure data integrity for contract accounting
- Create and validate invoices and other financial documents
- Drive and coordinate various finance-related activities
- Provide necessary advice/ training to the Finance team (LOC & Hub) on LLC Tax & Stat requirements to prepare for a new model
- Support FD in budget management for CERPS & LLC/CLM projects.
- Support FD for CLEIT preparation and approval process for LLC and CLM
- Support FD for to-be operation model implementation and transition
- Support for the transition activities when FIE and CLM's new legal entities go live
- Coordinator and lead meetings with cross-function and project teams ( Singapore team, Global tax, treasury, CERP project team, 3rd service provider,..) to support FD for relevant matters.
- Handle other ad-hoc requests by the Finance Director.
- Deliver the implementation plans for the finance transformation partnering with the IT workstream leads to identify any issues and risks for the finance transformation
- Led the finance project activity working closely with key stakeholders
- Track progress on key milestones of the required projects, identifying and coordinating any key dependencies with the stakeholders.
- Build strong working relationships with Group and regional finance and business stakeholders
- Scope and create detailed project plans to track the progress of key deliverables for new finance projects.
- Act as the primary focal point in Group Finance about other group function projects.
- Effectively communicate across all levels of the business to ensure key and senior stakeholders
Skills on Resume:
- SAP Management (Hard Skills)
- Data Integrity (Hard Skills)
- Financial Documentation (Hard Skills)
- Finance Coordination (Hard Skills)
- Training & Advisory (Soft Skills)
- Budget Management (Hard Skills)
- Stakeholder Engagement (Soft Skills)
- Project Planning (Hard Skills)
6. Finance Project Manager, Coastal Finance Partners, Savannah, GA
Job Summary:
- Assist FD in managing, monitoring & assurance of Apollo/CLM project Finance related activities and plans including risk & issue.
- Involve in discussion and decision making on Apollo/CLM model including Sales model, Price structure, Transfer Price policy for 2021, distribution contract, etc.
- Follow up with global treasury for Capital request, injection plan & capital tracking.
- Work with Citibank/SCB for banking formality for new LLC e.g. Investment & operation bank account opening/closing, LLC bank resolution, capital injection procedure
- Coordinate with global treasury & Citibank/ SCB for bank loan arrangement & disbursement plan & monitoring.
- Liaise with external consultancy for initial Accounting & Tax registration
- Monitor end-to-end Payment on behalf process till repayment fully made to GSK Pte.
- Monitor end-to-end accounting booking keeping for pre-operation periods
- Work out the cutover readiness & transition plan from RO to new entities following local Tax & Statutory requirements and Group policy.
- Collaborate with Hubs & relevant LOC functions to deliver the plan. Eg open POs/ contracts transfer, fixed asset, inventory planning, distributor transaction close & cut over, finance SOPs update, selling price registration, Tax & Stat transferring to E&Y outsource following GSK policy & arrangement, etc.
- Review & validate LLC Financial & Tax and other reports to support FD sign-off from Q4-2020
- Handle Transfer price process & registration to local authority
- Manage cross charge process (CERPS & operating expenses) to ensure Capex & expenses are in line with local Tax & Statutory regulations.
Skills on Resume:
- Project Management (Hard Skills)
- Decision Making (Soft Skills)
- Capital Management (Hard Skills)
- Banking Formalities (Hard Skills)
- Loan Coordination (Hard Skills)
- Regulatory Compliance (Hard Skills)
- Collaboration (Soft Skills)
- Financial Review (Hard Skills)
7. Finance Project Manager, Prairie Financial Inc., Sioux Falls, SD
Job Summary:
- Receive finance project case initiations and translate them into detailed project proposals.
- Coordinate and prioritize global finance projects based on the needs of both internal and external department stakeholders.
- Optimize and improve finance processes and the overall process flow.
- Search for potential vendors, propose and design qualification criteria and forms, coordinate system demos, collect and summarize qualification data, and facilitate consensus among stakeholders.
- Design and/or review contracts, participate in the project tender process of design, submission and review, and oversee all incoming and outgoing project documentation.
- Lead project planning sessions and global transformation projects.
- Coordinate with staff and internal resources in Finance, IT, Product, Operations, Human Resources and other departments on projects.
- Act as a liaison between the Finance department and IT department on complex system support issues.
- Coordinate with staff and leadership teams of other company divisions globally.
- Manage project progress and adapt work
- Conduct project reviews and create detailed reports for executive staff.
- Ensure projects meet deadlines, terminate projects no longer deemed valid, and regularly report the progress of all projects within the Finance Department.
- Secure department growth opportunities and initiate new projects.
- Manage Finance department internal control documentation.
- Perform department-wide internal control functions such as system access review.
- Report to the Regional APAC Corporate Strategy Director
- Work independently and take a broad business perspective to implement the project management program for APAC
- Oversee the delivery of the APAC programs and milestones by leading a best-in-class PMO approach to efficiently administer the overall program execution, monitoring, tracing, and governance
- Coordinate and govern the process of project work and own the process of review meetings with various project leads across various functions
- Work closely with the various project leads that make up the portfolio of projects managed by the Project Manager to optimize collaboration, and solve issues and tensions while escalating support
- Work with the functions identified to fulfill the ambitions of the Asia Strategy such as Marketing, Sales, Supply Chain, R&D, Supply and Finance
Skills on Resume:
- Proposal Development (Hard Skills)
- Coordination (Soft Skills)
- Optimization (Hard Skills)
- Vendor Management (Hard Skills)
- Contracting (Hard Skills)
- Planning (Hard Skills)
- Liaison (Soft Skills)
- Reporting (Hard Skills)
8. Finance Project Manager, Heritage Financial Planning, Omaha, NE
Job Summary:
- Accountable for, and will manage Delta Connection’s maintenance and capital expenses.
- Perform annual planning functions, weekly forecast development, monthly financial reporting (including the financial close process and adherence to accounting standards), and ad-hoc projects.
- Ensure Delta Connection Finance remains SOX compliant in its processes.
- Interact daily with operations management and develop relationships to maximize results.
- Reports to the General Manager of Delta Connection Finance.
- Practices safety-conscious behaviors in all operational processes and procedures.
- Work closely with the Business Process Excellence team and Head of Operational Services to drive, prioritize and implement process improvement and transformation projects within Finance.
- Translate improvement initiatives into manageable projects and drive the process changes.
- Evolve around project management and development as well as standardization and continuous improvement of processes.
- Measured on the ability to ensure benefit realization from improvement projects, enable process standardization and deliver on projects within time and budget.
- Works with project and initiative leaders to track and manage project interdependencies
- Maintains an integrated view of all projects in the program.
- Ensures plan is achievable.
- Maintain a ‘single version of the truth’ for overall program backlog, resource planning, risks, and tracking.
- Report progress and escalate decisions and risks.
- Coordinate the development of risk mitigation recommendations.
- Ensure inter-initiative communication and integrated execution while managing the pace of decision-making (decision drumbeat).
- Provide project planning and management services
- Identify, and facilitate the management of linkages and interdependencies between each group
- Analyse resource capacity and work with the leadership team to facilitate the continued delivery of timely solutions to stakeholders,
- Review the connections between the various projects and the IT teams to make sure the process facilitates innovation, and flexibility, and supports the business outcomes likely to have the greatest impact,
- Support the development of Project Management capabilities within the business.
Skills on Resume:
- Financial Management (Hard Skills)
- Forecasting and Reporting (Hard Skills)
- SOX Compliance (Hard Skills)
- Relationship Management (Soft Skills)
- Process Improvement (Hard Skills)
- Project Management (Hard Skills)
- Risk Management (Hard Skills)
- Communication Coordination (Soft Skills)
9. Finance Project Manager, Alpine Asset Management, Reno, NV
Job Summary:
- Provide finance expertise and support to the M&A process
- Provide finance support for go/no-go decision-making, negotiations, analysis and research, deal term structuring, modelling, valuation and pricing models
- Securing finance guidance to deal with structuring teams, analyzing financial records and accounting practices of target companies, driving and coordinating finance due diligence
- Working with external auditors and ensuring accurate accounting treatment in developing pro-forma financials.
- Involvement in negotiations and review of share purchase agreements to ensure early risk mitigation including deal structuring support and definition of purchase price mechanisms
- Establishing the financial business plans as well as synergies analysis and valuations
- Provide and lead finance expertise and coordination for Finance (vendor) due diligence
- Ensuring coordination on tax, treasury, accounting and other specific expertise within finance being the advocate for finance interests in all aspects of M&A
- Coordinate pre-deal purchase price allocations for acquisitions with Accounting and Airbus Group
- Provide financial analysis on companies or sectors including competitor analysis, review of historical financial data and preliminary business plan, preparation of pro-forma Financial Statements for defined carve-out perimeter.
- Coordinating purchase accounting and purchase price allocations for acquisitions
- Providing financial expertise to support the management with regard to strategic portfolio decisions to support value creation for Airbus Defence & Space through mergers, acquisitions, divestitures and partnerships.
- Support and lead the Business Modelling and the Business Case in M&A transactions
- Support in the preparation of the Board meetings and Business Case modeling
- Support the Negotiation teams and lead the negotiation of the financial issues
- Ensure a formal assessment of the new venture projects
- Push and support the application of the cooperation and development approval process managed by M&A.
- Support the Strategic Projects in the development of the business cases across AD Financial Business Cases, analysis of companies, markets and competitors, and Support for price calculation.
- Provide financial expertise to support the management with regard to strategic portfolio decisions to support value creation for Airbus Defence & Space through mergers, acquisitions, divestitures and partnerships.
- Briefing preparation, alignment and delivery to AD decision makers (e.g Shareholder Representative or Board member)
Skills on Resume:
- M&A Expertise (Hard Skills)
- Financial Modeling (Hard Skills)
- Due Diligence (Hard Skills)
- Negotiation (Soft Skills)
- Risk Management (Hard Skills)
- Synergy Analysis (Hard Skills)
- Stakeholder Coordination (Soft Skills)
- Strategic Decision Support (Hard Skills)
10. Finance Project Manager, Bayview Funding Solutions, Tampa, FL
Job Summary:
- Provide project support on key strategic growth opportunities for the Finance Shared Services team
- Lead project execution by working cross-functionally to provide business requirements, project timelines, and implementation plans
- Support across a project’s life-cycle: planning and business case formation, execution, Go-Live, integration of new initiatives and hand-off to business owners
- Assist in the development of the scope and objectives of projects, including identifying and involving all impacted stakeholders
- Develop and track measures of effectiveness for projects, including key performance indicators and measures of success
- Drive necessary analytics to support decisions & outcomes
- Manage project risk, work with the management team to overcome obstacles, resolve issues, and develop counter measures
- Develop and maintain relationships within Finance, IT, Procurement and other business partners, solicit feedback and provide closed loop communication system to enhance quality of service
- Evaluate opportunities including but not limited to process improvement, operational efficiencies and customer service across all Polaris
- Support short and long-term operational activities by developing, enhancing, and maintaining tools that support automation, provide practical insight and mitigate risk
- Lead and deliver high-impact projects including ERP system optimization, technical accounting and financial analyses
- Help drive business improvement through the P&L via cost reduction & profit enhancement projects
- Design & deliver working capital optimization strategies
- Integrating SAP B1 (new ERP system) with other pieces of software (with the help of SAP contractors and Engineering team)
- Drafting technical papers to support decision-making and support the year-end audit
Skills on Resume:
- Cross-functional Collaboration (Soft Skills)
- Project Planning (Hard Skills)
- Stakeholder Management (Soft Skills)
- Performance Tracking (Hard Skills)
- Data Analytics (Hard Skills)
- Risk Management (Hard Skills)
- Relationship Building (Soft Skills)
- ERP Integration (Hard Skills)
11. Finance Project Manager, Cedar Financial Services, Cedar Rapids, IA
Job Summary:
- Manage the program risk, issues and mitigation through liaison with work stream and work package leads.
- Track project milestones, report and update progress and performance against the project plan.
- Support resource and capacity planning, in close alignment with the leads and team.
- Ensure delivery of regular status reporting provided by work package leads.
- Manage documentation structures on SharePoint.
- Manage consistent stakeholder lists for distribution lists (e.g. newsletters).
- Organize and facilitate professional meetings and workshops, documentation and minutes.
- Ensure qualitative onboarding and document provisioning.
- Lead the roll-out and adoption of all PMO processes with all involved internal and external parties.
- Support in reporting processes, and efficient tracking of the progress status of the work streams.
- Support management team in the creation of high-quality presentations for C-Level.
- Support stakeholder management with diverse external parties, connecting and engaging stakeholders.
- Recognize and resolve operational issues and minimize delays in the delivery of program objectives.
- Lead continuous PMO quality improvements by active exchange with team members.
- Support the Head of PMO in the coordination of PMO Assistants and team-leading functions
Skills on Resume:
- Risk Management (Hard Skills)
- Project Tracking (Hard Skills)
- Capacity Planning (Hard Skills)
- SharePoint (Hard Skills)
- Stakeholder Engagement (Soft Skills)
- Facilitation (Soft Skills)
- Presentation Skills (Hard Skills)
- Leadership (Soft Skills)