Project Manager Finance Resume Sample

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Renee Bosco
42160 Tremblay Port,  Boston,  MA
+1 (555) 709 6635

Work Experience


Project Manager, Finance
11/2016 - PRESENT
Philadelphia, PA
  • Leveraging of best practices in insurance, Finance, and other areas of AIG
  • Adopting the latest innovations in insurance and in technology
  • Working with functional specialists to engage expertise in organizational design, change management, and process mapping and reengineering to support key projects
  • Working with our global centers of excellence to support key Finance activities across AIG
  • Expanding project management skills and supporting multiple key initiatives across the team
  • Managing the development and maintenance of a project management toolkit, including detailed project plans, project reporting and tracking and risks / issues logs
  • Challenging stakeholders to retain lean, agile operating models, aligned to best practices from across AIG and the industry
  • Managing the development and maintenance of robust models to analyze cost and headcount to project the financial and organizational impact of Transformation initiatives
  • Developing and maintaining robust models for cost-benefits analyses / business cases for key projects
Project Manager Finance
06/2010 - 05/2016
Philadelphia, PA
  • Building, developing and managing relationships with key stakeholders and support functions to ensure optimal level of engagements in key initiatives
  • Developing skillsets through formalized training programs (both internal and external to AIG)
  • Structure the approach to the project, create overall project plan and detailed task lists while taking account of risks and cost constraints
  • Ensure project governance is followed throughout the project lifecycle, implement project controls, track delivery progress and quality assure on project deliverables (e.g. ensuring essential project documentation and sign offs are in place, regular meeting with project team members)
  • Enable fact based decision making by creating transparency on KPI’s and success measures for key Finance Projects
  • Typical relevant experience 7-10 years, including at least 3 years managing large technology engagements within Finance and understanding of full lifecycle implementations
  • Experience in lead role for project planning, delivery and execution required
Project Manager, Finance PMO
12/2004 - 05/2010
Boston, MA
  • Formal project management / business analysis experience required
  • Team player at executive level to collaborate with functional partners like IT, HR, finance, legal, Business Development, etc
  • Experience in people leadership focused in coaching and developing teams
  • Strategic thinker with the ability to transform goals into actionable plans
  • Prior successful experience transformations role in large public companies with revenue in excess of $2 billion per year
  • Experience in the banking, credit card or financial services industry with relevant work experience
  • Strong Communication & Presentation Skills (makes complex issues accessible to business audience, clear, concise, and audience appropriate)
  • Capacity to take on new projects and technologies

Education


Strayer University - Orlando East Campus
1998 - 2003
Bachelor's Degree in Business

Professional Skills


  • Excellent communication skills and interpersonal skills to interact and communicate effectively with a variety of internal and external contacts
  • Strong process improvement experience and demonstrated advanced planning and problem solving capabilities
  • Excellent communication and presentation skills in English and Finnish
  • Using influencing skills to collaborate with business partners
  • Accounting/Auditing related experience And / Or finance project experience in Financial Institution.(5+ years)
  • Leadership skills and ability to be persuasive, encouraging, and motivating
  • Great team working and networking skills

How to write Project Manager Finance Resume

Project Manager Finance role is responsible for leadership, retail, finance, credit, training, integration, reporting, insurance, travel, business.
To write great resume for project manager finance job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Project Manager Finance Resume

The section contact information is important in your project manager finance resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Project Manager Finance Resume

The section work experience is an essential part of your project manager finance resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous project manager finance responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular project manager finance position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Project Manager Finance resume experience can include:

  • Client satisfaction focused- Prompt and effective communications and follow-up is provided
  • Planning, designing, configuring and implementing the software and supporting business processes
  • Delivering training to users across the world
  • Drive program execution while ensuring that the project activities meet stakeholder requirements
  • Facilitate and lead steering and functional leaders team meetings
  • Able to communicate with a staff and stakeholders of differing levels of seniority and expertise

Education on a Project Manager Finance Resume

Make sure to make education a priority on your project manager finance resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your project manager finance experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Project Manager Finance Resume

When listing skills on your project manager finance resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical project manager finance skills:

  • Strong interpersonal skills to elicit cooperation from a wide variety of sources, including upper management, clients, and other departments
  • Prior experience in Banking, Consulting, Corporate finance and/or retail
  • Strong understanding of Group accounts as well as broad experience of finance issues in general
  • Strong communicator who can deal with ambiguity & conflicting priorities
  • Strong proficiency and experience with MS Excel and Word
  • Prior experience in corporate finance

List of Typical Experience For a Project Manager Finance Resume

1

Experience For Project Manager, Finance Resume

  • Experience with finance systems and reporting, particularly in technology / software sector
  • Solid Finance understanding
  • Qualified accountant with demonstrable experience in preparation, review, approval of balance sheet reconciliations
  • Apply experience to identify appropriate PM tools to manage resources, schedules, risks and issues while tracking the completion of milestones
  • Leading complex finance and reporting initiatives
2

Experience For Assistant Project Manager, Finance Resume

  • To work closely with all Finance teams to aid them in identifying and documenting IT requirements across all the Finance functions corporately and regionally
  • Ensure totality of spending related to PHS initiatives are accounted for in appropriate AUs/entities by managing the monthly close process for PHS
  • Prepare routine monthly internal reporting in addition to any necessary ad-hoc or external reporting
  • Maintain monthly expense tracking document for BMCHS’s population health services (PHS) division
  • Ensure compliance with any internal or externally mandated spending policies or guidelines
  • Provide education and assistance to PHS operational leaders regarding financial policies and procedures
  • Prepare ACO member invoices and associated supporting documentation
  • Assist with identification of existing PHS programs within the BMCHS for review by PHS leadership
3

Experience For Project Manager, Finance PMO Resume

  • Quarterly community health center (CHC) analysis, revenue recognition project, and other accounting and finance projects as needed
  • Motivate project team members to meet project goals, adhering to their responsibilities and project milestones
  • Prepare in depth process roll out plans covering the resource needs internally and externally
  • Disciplined approach to business and people management processes
  • Those who are able to grasp the big picture and drill down into details when needed are most successful
  • Manage and support the delivery of a portfolio of diverse projects across multiple disciplines ensuring adherence to scope, schedule, budget and quality performance measures
  • Provide day-to-day project management governance and support of the project
  • Negotiate and influence cross-functional teams to ensure appropriate resourcing levels are engaged and maintained throughout the course of each project life cycle
  • Ensure effective change control procedures and processes are efficiently used to maintain control on scope, schedule and cost
4

Experience For Tech Central Project Manager Finance IT Systems Resume

  • Drive and maintain project work plans, track and report on progress to stakeholders
  • Pro-actively anticipate project risks and issues and ensures adequate mitigation plans are put in place to ensure delivery is not compromised
  • Provide business case development capability
  • Facilitate and provide guidance in reviews designed to improve efficiency of processes, procedures and systems within the Finance function
  • Partner with stakeholders and customers to solicit new project opportunities for presentation and approval to the project review board
  • FORECASTING – Gathering information from a variety of inputs to create a forecast for inventory receipts, inventory dollars, and turns for the week, month, quarter and half. Understand why the forecasts are moving. Understand how the forecast affects the departments business and other partners
  • COMMUNICATIONS – Meeting with cross-functional partners to gain insight into the strategy of the different categories. Communicating current position, week over week changes, impacts of inventory decisions to turns to partners and leadership. Creating executive summaries around these analyses
  • RISK MANAGEMENT –Monitors activities for the occurrence of risks and takes timely action to escalate or mitigate the risk. Advises stakeholders of actions required or completed
5

Experience For Project Manager, Finance Process Management Resume

  • LESSONS LEARNED – Captures key lessons learned and communicates to peer Inventory Finance Managers. Effectively applies lessons learned
  • Regular liaison and communication with stakeholders such as Internal and External Audit, Group Finance, BBS staff and management
  • Familiarity with reconciliation management software tools (Eg Blackline, Trintech) would be especially helpful
  • Comfortable with basics of project and risk management
  • Work with relevant Finance teams to produce business cases for submission to the Project Management Office and Finance Transformation teams. Run any subsequent projects ensuring that time, cost and quality are managed appropriately
  • Support Finance Executive/Sponsors to deliver meaningful presentations in support of business case submissions to the PMO
  • To manage the relationship between Finance BBS and the Finance Transformation project ; build a strong partnership with the IT Business Relationship Manager to ensure there is a good understanding of the Finance strategy and delivery requirements and the wider context of business dependencies
6

Experience For Project Manager, Finance Transformation Resume

  • To Provide rigorous analysis and challenge where appropriate to IT requests from the Finance teams
  • To Collaborate with the functional lead in planning and prioritising requirements, agree the development roadmap, support creation of the business case and secure the required budget allocation, including resource requirements
  • To ensure clear and appropriate communications between Finance, IT and 3rd party suppliers are in place and cover, communication plans, training plans, test plans and post implementation support plans
  • To establish and lead a global Finance super user community to ensure technology changes are embedded effectively across the teams
  • To monitor project schedules, issues and risks and communicate project status in collaboration with the functional lead and Third parties
7

Experience For Project Manager, Finance Data Analytics Resume

  • Where appropriate, partner with the functional lead in the planning, vendor selection, solution design, build and rollout to ensure successful and timely delivery of IT projects within Finance
  • To ensure processes are updated (as appropriate), teams are trained and that they are given the appropriate support to achieve the benefit and value from new technology
  • Review monthly variances to budget and initiate corrective action as appropriate
  • Process invoices/POs for PHS expenses
  • Assist in annual budget preparation for BMCHS PHS (FY) and PHS annual budget (PY)
8

Experience For Senior Project Manager, Finance Resume

  • Reading and understanding (with guidance and interpretation as appropriate from accounting and audit) the State’s guidance on DSRIP and Population Health funding and reporting
  • PLAN AND FORECAST RISK MANAGEMENT - Leads the definition of financial risks and the required mitigation approaches. Monitors Forecast and Plan activities for the occurrence of risks and takes timely action to escalate or mitigate the risk. Advises Support team members and stakeholders of actions required or completed
  • Work proactively with the business and IT to document Finance impacts, business requirements, process changes, implementation plans, etc. for projects
  • Large cross-functional IT implementations
  • Manage a finance portfolio of complex, multiple initiatives
  • Ensure the finance area´s project plan is within scope, budget, and timeline
9

Experience For Senior Project Manager, Finance Practice Resume

  • Manage all aspects of multiple finance related projects to ensure the overall program is aligned to and directly supports the achievement of strategic objectives
  • Collect “Lessons Learned” for executed projects for continuous improvement
  • Measure and analyze the process performance through key metrics
  • Drive continuous improvement and process excellence
  • Monitor and present information in a statistically relevant framework (ie control charts)
  • TEAM COMMUNICATIONS - Develops an effective plan for communicating Inventory Financial Forecast and Plans information to the Merchandising team and to the project stakeholders. Develops written status reports and scorecards and creates/presents analysis and review documents to senior leadership. Collects and documents issues and manages their timely resolution
  • 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

List of Typical Skills For a Project Manager Finance Resume

1

Skills For Project Manager, Finance Resume

  • Project management experience or relevant experience
  • Communication – Consistently and effectively communicates to stakeholders to keep the business informed and supportive of the project
  • Experience working in IT outsourcing or consulting companies
  • Previous experience working with a Business Process Outsourcing Vendors
  • Experience required in program and/or project planning, delivery, and management
  • Possess strong collaborative working practices
  • Strong working knowledge of Open to Buy Concepts
2

Skills For Assistant Project Manager, Finance Resume

  • Hands-on work experience in finance operations and/or accounting
  • Proven ability to navigate & execute projects in agile environment, without over-engineering things
  • Solid understanding of change management and able to guide people through change
  • Strong understanding of finance systems and processes
  • Hands on experience of managing a complete project from plan through to completion
  • Payments industry experience
  • Develop and maintain strong partnership with the business and other IT teams
  • Strong knowledge of the adidas Group processes
3

Skills For Project Manager, Finance PMO Resume

  • Solid Finance background - BA/BS required preferably in Finance
  • Finance EFP system experience – Oracle, SAP or other Financial systems
  • Deep experience in operational finance processes and systems
  • Proven ability to manage and coordinate global matrixed teams
  • Experience with projects for banks, stock exchanges, or investment companies
  • Experience in pre-sales and proposal preparation
  • Skilled negotiator who focuses on win-win solutions to tough challenges
4

Skills For Tech Central Project Manager Finance IT Systems Resume

  • Leading project engagements using structured PMO techniques
  • Documenting current state and future state solutions utilizing lean methods
  • Consulting on functional strategy, components, process, planning and approaches
  • Understanding of regulatory reporting within Financial Services - APRA, RBA etc
  • Leading meetings with business partners to elicit requirements, opportunities and solutions
  • Ensuring that the solutions that are identified and implemented are the best solutions and have considered short term and long term benefits
  • Working independently with minimal guidance/oversight
5

Skills For Project Manager, Finance Process Management Resume

  • Meet project financial objectives by forecasting requirements; preparing a budget; scheduling expenditures; analyzing variances; initiating corrective actions
  • In-depth questioning and brainstorming techniques to identify improvements
  • Work cooperatively with other members of the team and staff, ability to handle frequent interruptions and adapt to changes in workload and work schedule; to set priorities and solve problems; to respond quickly to emergency requests
  • Manage discussions and meetings related to project work including anticipating stakeholders and developing agendas as well as clearly communication next steps/follow-ups and tracking deliverables
  • Working experience in financial accounting, business reporting or controlling, ideally in a publicly listed international company
  • Comfortable with working under the pressure of tight reporting deadlines
  • Identify the critical topics, paying attention to detail and focus on the task
  • Communicate with staff at all levels, with diplomatic but assertive approach in dealing with people
6

Skills For Project Manager, Finance Transformation Resume

  • Results-driven – Acts proactively to achieve results. Focuses on achieving results that promote business success
  • Handles Ambiguity – Deals confidently with unclear or changing situations
  • Business knowledge in banking or capital markets
  • Follow the standards as established for the Finance Project Management Team (stage gate process, templates, reporting etc)
  • Provide reporting on project ROI and delivery
  • Successful track record in project management work
  • Ability and capability to travel globally
7

Skills For Project Manager, Finance Data Analytics Resume

  • Perform detailed analyses as well as create executive summaries of the analyses
  • Excellent written and verbal communication skills including experience in documenting business and functional requirements, and developing and delivering management level presentations and proposals
  • Demonstrated ability to drive and influence change in a large global organization
  • System implementation projects experience (preferably in the area of Finance)
  • Partake in international travel and out of time-zone meetings
8

Skills For Senior Project Manager, Finance Resume

  • PMP, IPMA or other project management qualification at advantage
  • Organized – Works and thinks in a methodical and orderly way
  • Influence – Engages, communicates and influences effectively at all levels of the organization (from analysts to senior VPs) and across global teams using data and compelling narratives
  • Judgment – Investigates thoroughly to gather relevant information to make informed decisions
  • Collaborative – Partners with others to realize desired results
  • Resourceful – Finds alternative solutions to overcome problems and/or limitations
  • Enjoys a fast paced, dynamic environment and able to work under pressure
9

Skills For Senior Project Manager, Finance Practice Resume

  • Pragmatic, able to solve several impediments by him/herself & can-do mindset
  • Work with, influence, and align with multiple stakeholders across all levels of the organization
  • Able to drive collaboration across teams and stakeholders
  • Manage a range of stakeholders from executive through to business leads
  • Looking for a strong PM with strong Banking Industry knowledge that can hit the ground running to help facilitate user integration and user acceptance integration
  • Some previous experience of working on Projects
  • Support the achievement of administrative transformation goals directly attributable to the areas of accountability for the PSMS VP Finance/CFO
10

Skills For CIB F&BM Project Manager Finance & Risk Roadmap Resume

  • Provide project status updates and communicate issues and risks on a frequency and in a format as defined by the Senior Director of Finance Project Management
  • Prepare reports, plans and budgets to implement projects assigned
  • Facilitate both fully baselined projects (project planned and baseline established for scope, schedule, budget) as well as rapid response teams and root cause investigations (utilize framework for rapid response team)
  • Monitor and present information in a statistically relevant framework (control charts etc)
  • Demonstrate ability to manage M&A finance integrations for new affiliations with responsibilities in integration strategy development, planning and implementation

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