Senior Project Manager - Corporate Finance Systems

Overview / Summary

As a Senior Technical Program Manager, you will lead the planning, governance, and delivery of a portfolio of technology initiatives supporting Corporate Finance, Treasury, Capital Markets, Trading, Accounting, and related operations. This role partners with business leaders, Product Managers, Technology Leads, Data, Risk, Compliance, and vendors to deliver solutions across platforms including Workday, FIS, TPG, and Bloomberg. The position owns delivery from intake and planning through implementation, change management, release, and stabilization using disciplined governance, pragmatic delivery methods, and executive-level communication.

Key Responsibilities

• Lead end-to-end delivery of multiple concurrent projects and program workstreams.
• Define scope, milestones, schedules, budgets, resources, and measurable outcomes.
• Build and maintain integrated plans, dependency maps, critical paths, RAID logs, decision logs, and governance cadences across business, technology, data, and vendor teams.
• Partner with Finance Business Owners and Product Managers to translate business objectives into prioritized roadmaps, requirements, acceptance criteria, and release plans.
• Apply appropriate delivery methodologies, including agile, waterfall, or hybrid approaches.
• Coordinate solution design, configuration, integrations, data migration, testing/UAT, deployment, hypercare, and operational handoff.
• Manage vendor delivery, including SOW alignment, milestone tracking, deliverable quality, dependency management, issue resolution, and escalations.
• Provide executive-ready reporting on milestones, accomplishments, risks, issues, dependencies, budgets, capacity, change impacts, release readiness, and overall delivery health.
• Establish business and release readiness plans, including communications, training, cutover activities, go/no-go criteria, support models, runbooks, and post-implementation reviews.
• Coordinate run-the-business intake activities for finance systems, including incidents, defects, enhancements, and requests.
• Support triage, prioritization, capacity planning, and stakeholder communications.
• Ensure delivery aligns with architecture, information security, data governance, SOX/audit controls, and change-management standards.
• Utilize Jira, Confluence, KPI dashboards, AI, and automation tools to improve delivery predictability and transparency.

Required Qualifications

• 7+ years of experience as a Project Manager, Program Manager, Technical Program Manager, or Delivery Lead managing enterprise technology initiatives.
• Bachelor's degree or equivalent experience.
• Demonstrated experience delivering financial systems, treasury, capital markets, trading, accounting, or enterprise finance platform initiatives.
• Proven ability to manage multiple initiatives concurrently, including scope, schedules, budgets, resources, dependencies, risks, vendors, and critical paths.
• Strong understanding of the systems delivery lifecycle, including integrations, data conversion, testing/UAT, release management, operational readiness, and change management.
• Experience partnering with business and technology leaders to establish priorities, manage change, resolve tradeoffs, and drive decisions.
• Strong communication, facilitation, negotiation, and influencing skills.
• Experience operating within a regulated or audited environment with strong governance, controls, and documentation practices.
• Advanced proficiency with Jira, Confluence, or similar project and portfolio management tools, including dashboard creation and executive reporting.

Preferred Qualifications

• PMP, PgMP, PMI-ACP, CSM/PSM, SAFe, or comparable project/program management certification.
• Experience in lending or mortgage operations, including whole loan sales, warehouse lines, and treasury/capital markets workflows.
• Familiarity with Workday Financials, FIS, TPG, Bloomberg, or similar finance and treasury platforms.
• Technical fluency with APIs, integrations, data platforms, reporting solutions, SaaS/ERP implementations, and AI-enabled delivery tools.