Project Manager - Finance Transformation

Envestnet is an adaptive WealthTech company redefining the future of wealth management. They are seeking a highly organized Project Manager to lead technology-focused initiatives within the Finance function, ensuring operational efficiency and successful project delivery.

Responsibilities:

• Lead end-to-end project management for Finance technology initiatives, including ERP upgrades, financial system implementations, and digital transformation projects
• Define project scope, objectives, milestones, and success criteria in partnership with Finance leadership and IT stakeholders
• Develop 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-related platforms
• Serve as the primary liaison 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 decisions and track action items to resolution
• 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 current-state and future-state processes, standard 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 all Finance technology initiatives and provide regular reporting on project health
• Ensure all Finance technology projects 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

Requirements:

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