Finance Project Manager

FinStrat Management•Hood River, OR

About The Position

We are seeking a Finance Project Manager to support and coordinate strategic finance and accounting initiatives across the organization and client companies. This hands-on, cross-functional role combines a strong foundation in finance or accounting with practical project management skills, curiosity, and initiative. The Finance Project Manager serves as a liaison between leadership, internal teams, and client organizations, turning business needs into defined projects, coordinating resources, and helping initiatives progress effectively. The role involves leading finance and accounting projects from requirements gathering through implementation; coordinating stakeholders and resources; translating business needs into project plans, action items, and deliverables; tracking progress and resolving roadblocks; and supporting system, process, sales tax technology, and reporting initiatives. The position also supports finance leadership through meeting participation, stakeholder relationship-building, information synthesis, and concise summaries of decisions, risks, and follow-up actions. The successful candidate uses financial and operational data, Excel, business intelligence tools, and emerging AI tools to support analysis, decision-making, and process improvement.

Requirements

5+ years of professional experience, preferably in finance, accounting, or a related business function.
Demonstrated experience managing projects or initiatives involving multiple stakeholders or teams.
Strong understanding of finance and/or accounting concepts and business processes.
Strong analytical and problem-solving skills and genuine interest in working with data.
Advanced proficiency with Microsoft Excel and comfort working with large or complex datasets.
Strong written and verbal communication skills, including the ability to communicate effectively with individual contributors and senior leadership.
Strong organization and follow-through, with the ability to manage multiple priorities simultaneously.
Self-directed and comfortable operating with limited day-to-day supervision.
Comfortable asking questions, seeking information, and proactively engaging stakeholders to move projects forward.

Nice To Haves

Experience with QuickBooks or other accounting or ERP systems.
Experience with Power BI or other business intelligence and reporting tools.
Experience working on finance, accounting, ERP, systems implementation, or process-improvement projects.
Familiarity with modern AI tools such as Claude, ChatGPT, or similar platforms.
Experience working in a professional services, consulting, or multi-client environment.

Responsibilities

Lead and coordinate cross-functional finance and accounting projects from initial requirements gathering through implementation.
Work with client stakeholders and internal finance teams to understand business needs, identify requirements, and define project objectives.
Coordinate resources across client organizations and internal teams to keep projects moving forward.
Translate business requirements into project plans, action items, and deliverables, and coordinate handoffs to finance and accounting leadership for execution.
Track project progress, identify potential issues or roadblocks, and follow up proactively to keep initiatives on schedule.
Support accounting system and process changes, QuickBooks restructuring, sales tax technology implementations, reporting improvements, and other finance-related initiatives.
Serve as a trusted extension of finance leadership, providing visibility into operational activities and projects across client organizations.
Attend meetings on behalf of finance leadership when needed, including operational, pricing, and cross-functional meetings.
Build relationships with stakeholders across client organizations and internal teams to gather information and facilitate collaboration.
Capture, organize, and synthesize information from meetings and conversations, providing leadership with summaries, key decisions, risks, and recommended follow-up actions.
Coordinate between leadership, clients, and internal finance and accounting resources.
Analyze financial and operational data to identify trends, issues, opportunities, and areas for improvement.
Use Excel and business intelligence tools to organize and analyze information and support decision-making.
Leverage emerging AI tools and technologies to improve research, analysis, documentation, and project execution.
Identify opportunities to improve financial processes, systems, reporting, and operational efficiency.