Finance Project Manager

Erie, PA
Full Time
Experienced
Kaeppel Consulting is seeking an experienced Finance Project Manager to support one of our clients in the insurance industry. This role will lead medium-to-large finance projects, analyze business processes, and deliver actionable insights to drive efficiency, compliance, and improved financial outcomes. This will be a temporary, onsite position in Erie, PA.

Duties and Responsibilities:
  • Plans, monitors and leads medium-to-large projects of moderate-to-high complexity from initiation through completion.
  • Utilizes an intermediate understanding of the project lifecycle to prepare, analyze and maintain detailed project work plans and schedules using project-planning tools and client's guidelines.
  • Defines, develops and provides information to drive the decision-making process and support business operations.
  • Develops and delivers reports to key stakeholders summarizing objectives, deliverables, status and metrics.
  • Schedules meetings, prepares agendas and ensures meeting minutes are prepared.
  • Identifies opportunities to improve business processes.  Recommends effective, efficient solutions that increase ease of doing business.
  • Leads and supports initiative development, including socializing ideas to key stakeholders.
  • Assists with the execution of business improvement initiatives by providing business and technical subject matter expertise to project team. Ensures issue resolution and communicates resolutions to the work teams.
  • Creates and drives change management plans to support the successful adoption of processes and technologies
  • Helps define clear measurable problem statements with process and data analysis.
  • Tracks key baseline metrics to measure progress of engagements for benefits realization management
  • Regularly develops and facilitates presentations and workshops for key stakeholders and business leaders.
  • Develops actionable and appropriate people, process, and technology improvement recommendations.
  • Anticipates problems and develops mitigations as needed.

Qualifications
  • Bachelor’s degree in Finance, Business, Accounting, or related field.
  • 5+ years of project management experience, preferably in finance or insurance.
  • Strong communication, analytical, and organizational skills.
  • Proficiency with project management tools (MS Project, Smartsheet, or similar).
  • PMP certification
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