Note: The job is a remote job and is open to candidates in USA. 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
Skills
- 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
Benefits
- Medical insurance
- Paid time off (PTO)
- 401k company match
- Paid parental leave
- Education reimbursement
- Disability coverage
- Mental health & wellness support
Company Overview