Project Manager Financial Systems
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 ideal candidate will have a strong finance background combined with hands-on experience in financial systems implementation within a banking or financial services environment.
Responsibilities
- Lead end-to-end Financial application projects
- Manage cross-functional teams (Finance, Risk, IT)
- Define project scope, budgets, and milestones
- Ensure regulatory compliance and project governance
- Oversee system testing and data migration
Required Skills
- 15+ years project management experience
- Finance Transformation expertise
- EPM system implementation (Oracle, SAP, etc.)
- Banking/Financial services domain knowledge
- SDLC and Agile methodologies
- Financial data analysis and reporting
Job Details
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.
Mandatory Skill-set:
- Bachelor’s or Master’s degree in Finance, Accounting, Economics, Information Systems, or a related field.
- Experience to implement full end to end projects for finance applications such as SAP ERP, Enterprise Budget, Financial Consolidation.
- Proven experience managing EPM system implementations (e.g., Oracle EPM, SAP BPC, Anaplan, Hyperion, Workday Adaptive Planning, One Stream).
- 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 organization.
- Strong understanding of financial data, with knowledge of system integration and reporting.
- Able to perform deep dive impact assessment, detailed data analysis and data profiling.
- Able to facilitate and drive 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).