Project Manager Finance Transformation
Job Summary
We are seeking a dynamic Project Manager (Techno-functional) with strong expertise in Financial application, planning, budgeting, and reporting systems. This role is responsible for driving Finance transformation projects by integrating finance processes, analytics, and technology platforms. The successful candidate will leverage a strong finance background to enhance financial planning, forecasting, and performance management across the bank.
Responsibilities
- Lead end-to-end financial application projects
- Manage cross-functional teams (Finance, Risk, IT)
- Oversee EPM system implementations
- Optimize budgeting and reporting frameworks
- Ensure project governance and regulatory compliance
Required Skills
- 15+ years Project Management experience
- Expertise in Finance Transformation & EPM systems
- Deep Banking Finance domain knowledge
- SDLC & Agile methodologies
- Data analysis and system integration
Job Details
Mandatory Skill-set
- Bachelor’s or Master’s degree in Finance, Accounting, Economics, Information Systems, or a related field.
- Experience implementing full end-to-end projects for finance applications such as SAP ERP, Enterprise Budget, and Financial Consolidation.
- Proven experience managing EPM system implementations (e.g., Oracle EPM, SAP BPC, Anaplan, Hyperion, Workday Adaptive Planning, One Stream).
- Must have 15+ years of experience leading cross-functional teams and delivering complex projects, with hands-on experience in both SDLC and Agile methodologies.
- Experience in Finance Transformation or Financial Systems Projects within Banking or Financial Services organizations.
- Deep understanding of financial data, system integration, reporting, and the ability to perform impact assessments and data profiling.
- Ability to facilitate workshop discussions with business and technology teams.
- Strong understanding of banking finance concepts (P&L, Balance Sheet, NII, Liquidity, Capital Adequacy, Cost-to-Income ratios).
- Experience integrating FP&A systems with Core Banking, GL, and Data Warehouse systems.
Desired Skill-set
- Project Management certification (PMP, PRINCE2, Agile).
Responsibilities
- Lead end-to-end delivery of Financial application projects (system implementation, automation, and process improvement).
- Define project scope, milestones, budgets, and deliverables aligned with finance and regulatory requirements.
- Manage cross-functional teams involving Finance, Risk, IT, and Data teams.
- Identify and mitigate project risks, ensuring timely and high-quality delivery.
- Ensure compliance with internal project governance and banking regulatory standards.
- Partner with Finance leadership to design and optimize budgeting, forecasting, and MIS reporting frameworks.
- Drive adoption of standardized FP&A processes across business units and regions.
- Ensure data accuracy and integrity in financial and management reporting.
- Translate finance requirements into technical solutions in collaboration with IT teams.
- Lead system testing (UAT, SIT), data migration, and post-go-live stabilization.
- Work with BI/Analytics teams to develop dashboards and self-service analytics using tools like Power BI, Tableau, or Qlik.
- Collaborate with senior management, finance business partners, and IT stakeholders.
- Manage external vendors, consultants, and technology partners to ensure quality delivery and adherence to SLAs.
- Communicate project status, risks, and benefits to senior executives and steering committees.