Financial Project Manager

Finance · Full-time · Piedmont, Italy

Job description

CSBM is looking for candidates in the NY, NJ, and the Mid-Atlantic region (PA, MD, DE, Washington, DC, and VA).

Why Join Us:

We believe our team members are our greatest company asset and value them as such! Our staff are all strong team players who thrive in an entrepreneurial environment.

CSBM: Charter School Business Management believes every child deserves a quality education. Recognizing the potential of the charter school movement to remedy our country’s educational inequalities, we are dedicated to empowering the charter sector with financial education, services, and resources. Our clients work tirelessly to provide great opportunities for the students they serve, and we are committed to helping them succeed!

Your Job:

The Senior Financial Project Manager will oversee finance initiatives and is responsible for planning, managing, executing, and closing projects within established timelines and budgets. The Senior Financial Project Manager will collaborate with teams across the organization to ensure successful project delivery, meeting client expectations, establishing project methodology and standards, and maintaining high-quality standards. The Senior Financial Project Manager plays a crucial role in ensuring the financial success of projects, contributing to the overall financial health of the CS Team.

The Senior Finance Project Manager will be responsible for Project Management & Planning, Accounting, and Client Management activities as well as other tasks and duties outlined below.

Your duties:

Project Management & Planning
1. Project Management
  1. Develop and execute project plans, including scope, schedule, budget, and resource requirements.
  2. Establish project management standards, processes, and templates.
  3. Monitor project progress and performance, providing regular status updates to relevant stakeholders.
  4. Manage and execute closure of projects.
  5. Lead, present, and train the team on the projects.
  6. Serve as an internal resource on project management methodology.
2. Analysis
  1. Analyze project data and provide insights into project performance.
  2. Assess, allocate, and monitor resource utilization and adjust as needed.
3. Risk Management
  1. Identify potential risks and assess their impact on project timelines, budget, and overall success.
  2. Develop risk mitigation strategies and contingency plans.
Accounting
1. Projects
  1. Act as a liaison between the project team and the client team.
  2. Assign, organize, and manage the team’s deliverables.
  3. Perform quality review and finalize project deliverables before release.
Finance
1. Analysis and Reporting
  1. Develop, review, and analyze financial projects.
  2. Report on the current financial status to client leadership
Client Consulting
1. Manage projects for multiple clients.
2. Engage and consult with client leadership on projects.
3. Provide training to client staff.
4. Serve as the internal and external point of escalation and resolution for projects.

Qualifications

BS/BA in Business, Accounting, or a similar field.
At least 5+ years of project management experience.
At least 5+ years of accounting/audit experience.
Proven experience managing multiple clients or projects in professional services or client success groups.
Experience with project management software and tools is required.
Experience tracking metrics, data analysis and reporting
Prior experience working with non-profits, charter schools, or socially responsible organizations is preferred.

You Should Know

Microsoft Office 365, proficiency in Excel
Project Management software (Monday, MS Project, Trello, Zoho Project Management)
com, Anybill
QuickBooks, Intacct, FundEZ, or similar accounting software
Payroll Management Software (ADP, Paychex, or similar)

Your Competencies/Skills

Role-based Competencies – These competencies are specific to the Senior Financial Project Manager role and are required to achieve performance goals.

Project Management - Effectively keeps projects on course through relationship management, ensuring others have a clear understanding of the project, and identifying, addressing, and/or escalating challenges or roadblocks.
Delegation - Assign tasks to team members taking their knowledge and experience into account. Set clear expectations, hold them accountable, and follow up on the execution of work.
Critical Thinking – Make decisions and solve problems using sound inclusive reasoning and judgment. Gather and analyze information from various sources and individuals to fully understand a problem. Proactively anticipate needs and formulate action steps. Accurately summarize interpret and effectively communicate actions and rationale.
Decision making - Take responsibility and demonstrate commitment to appropriate decisions promptly. Ensure that decisions are made based on policies, best practices, and organizational directives to solve emerging problems.
Consulting & Relationship Building - Leverages internal contacts and decision-makers to collaborate on new approaches. Understand and consider client needs and interests, as well as the organization's strategic needs and priorities.
Team Management - Manage the team's day-to-day deliverables and projects. Implement work processes, procedures, and systems. Prioritize competing deadlines, use judgment, and make decisions. Serve as an important communication conduit between internal and external stakeholders like the team, client, Client Lead, and Client Success.