IT Sr. Project Manager (Financial/ERP)

Finance Enterprise Applications & Architecture

• Professional Experience: Typically 7–10+ years of IT project management experience
• Lead ERP & Core System Transformations: Direct the full lifecycle of large-scale ERP and Corporate Application implementations (e.g., HRIS, P2P, Finance), managing complex migrations, upgrades, and global rollouts. Sage and High Radius experience.
• Architectural Strategy & Governance: Partner with Enterprise Architects to define and enforce solution standards, ensuring all application projects align with the broader IT roadmap, security protocols, and integration strategies.
• Solution Design & Optimization: Lead the evaluation and design of scalable technical solutions, translating intricate business requirements into robust application architectures that minimize technical debt.
• Corporate Application Portfolio Management: Oversee the health and evolution of the corporate software ecosystem, driving continuous improvement, system rationalization, and the retirement of legacy platforms.
• Cross-Platform Integration: Manage the interdependencies between critical business systems, ensuring seamless data flow and process automation across the enterprise architecture.
• Strategic Stakeholder Partnership: Act as the primary technical liaison for business units (Finance, HR, Legal, Operations), translating their strategic goals into actionable application roadmaps and project deliverables.
• Vendor & Release Management: Orchestrate high-level vendor relationships and manage rigorous release schedules to ensure system stability, compliance, and timely delivery of new features.

Project & Portfolio Management

• Project Intake & Governance: Partner with PMO leadership to drive data-driven portfolio decisions, establishing rigorous go/no-go criteria that align investment with business strategy.
• Prioritization & Optimization: Evaluate project value to prioritize and allocate resources effectively, ensuring work begins at the optimal time.
• Portfolio Planning: Develop project sequencing and timing, considering resource constraints and interdependencies.
• Resource Capacity Planning: Assess resource utilization against available capacity and allocate resources accordingly.
• Portfolio Intelligence: transform raw project data into actionable insights for executive leadership, providing transparency into portfolio health, value realization, and strategic alignment.
• Value Management: Evaluate, measure, and track project benefits at the portfolio level.
• Communication: Clearly communicate all aspects of project and portfolio progress to relevant stakeholders.

Risk & Change Management

• Assess Risk: Assess and manage portfolio-level risks, dependencies, and critical paths.
• Change Management: Manage changes to project scope, schedule, and costs using appropriate verification techniques

Product & Requirements Management

• Requirements Elicitation & Analysis: Collaborate with product owners and stakeholders to gather, document, and analyze business requirements, translating them into clear, actionable user stories.
• Backlog Management: Assist the Product Owner in managing and prioritizing the product backlog, ensuring stories are well-defined, appropriately sized, and ready for development.
• Stakeholder Liaison: Act as a bridge between the development team and business stakeholders, clarifying requirements and fostering a shared understanding of project goals and scope.
• Documentation: Create and maintain essential documentation, including user stories, acceptance criteria, and process flows.
• Testing Support: Partner with the development team to define test cases and acceptance criteria, and lead User Acceptance Testing (UAT).
• Requirements: Ensure projects meet business requirements and compliance standards (e.g., security, privacy, and regulatory).

Agile & Scrum Leadership

• Scrum Facilitation: Facilitate all Scrum ceremonies, including Sprint Planning, Daily Standup, Sprint Review, and Sprint Retrospective, ensuring their productivity and adherence to time-boxes.
• Servant-Leadership & Coaching: Coach and mentor the development team on agile principles and Scrum practices, promoting self-organization and cross-functionality increasing velocity, quality, and predictability.
• Impediment Removal: Proactively identify, track, and help the team remove roadblocks and impediments.
• Continuous Improvement: Guide the team in process improvement through retrospectives and by fostering a collaborative culture.
• Reporting & Metrics: Track and report on key metrics like milestones, deliverables, and agile metrics (e.g., burndown charts, velocity) to provide transparency into team performance and progress.
• Documentation: Document lessons learned and conduct post-project evaluations.

Technical & Strategic Acumen

• Technical Understanding: Familiarity with enterprise platforms, including the ability to oversee related projects. Understand software development lifecycles (SDLC) and comfortably collaborate with engineers on technical requirements.
• Emerging Technologies: Maintain a general awareness of emerging technologies such as Generative AI, Machine Learning, and Robotics.
• Business Translation: Capable of grasping complex technical concepts, evaluating vendor proposals, and clearly communicating implications to business stakeholders. Comfortable translating technical details into business outcomes and ROI for leadership.

Portfolio Management

• Phase-Gate Governance: Support and maintain the governance structure to evaluate, authorize, and monitor projects as they pass through the project lifecycle, ensuring alignment with organizational standards
• Strategic Portfolio Optimization: Utilize advanced techniques to identify and manage the optimal grouping of projects to maximize risk-adjusted portfolio value while adhering to budgetary constraints.
• Integrated Reporting and Analytics: Analyze and report on the overall portfolio's health, value, and progress, providing high-level visibility to senior leadership for informed decision-making.
• Portfolio-Level Risk Mitigation: Assess the risk nature of individual projects and proactively manage consolidated portfolio-level risks to safeguard the success of the broader technology roadmap.

Education/ Years of Related Experience:

• 10+ years of experience, specifically leading IT project portfolios
• PMP certification required. Additional certifications such as CSM (Certified Scrum Master), ITIL, or equivalent are strongly encouraged
• Bachelor's or Master's Degree in Business Administration, Project Management, Engineering, Computer Science, Management, or related Technical field.
• Jira, Confluence and Smartsheet required.

Knowledge/Skills/Abilities:

• Exceptional executive presence and communication skills, with the ability to distill complex technical concepts into clear business narratives for non-technical stakeholders.
• Proven track record of successfully delivering large-scale, high-risk IT programs on time and within scope and budget.
• Proven analytical, problem-solving, decision making, and prioritization skills
• Able to contribute to the big picture, conceptualize outcomes, and identify trends
• Leverages business and technical expertise across disciplines, demonstrating a high level of industry knowledge
• Possess high-level knowledge and proficiency in Resource Management practices and Change Management techniques

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