Finance Project Manager

FinStrat Management•Hood River, OR

11h

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 finance or accounting knowledge with practical project management skills, curiosity, and initiative. The Finance Project Manager serves as a liaison among leadership, internal teams, and client organizations to turn business needs into defined projects, coordinate resources, and help initiatives move forward effectively. The role calls for independent work, active information gathering, and direct engagement with stakeholders at all levels; traditional project management credentials such as a PMP are not required. The successful candidate connects people, processes, data, and technology. They are curious, self-directed, comfortable asking questions and navigating organizations to find information, and able to work independently while knowing when to involve leadership or subject-matter experts. They should be able to represent finance leadership in discussions and build credibility with clients and colleagues. Success means giving finance leadership greater visibility and leverage across the organization and client companies, keeping important initiatives moving, involving the right people at the right time, and ensuring leadership understands what is happening across the business.

Requirements

At least 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 a 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 with individual contributors and senior leadership.
Highly organized, with strong follow-through and 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.
Ability to represent finance leadership, participate in important discussions, and build credibility with clients and colleagues.

Nice To Haves

Experience with QuickBooks or other accounting/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.
PMP certification is not required.

Responsibilities

Lead and coordinate cross-functional finance and accounting projects from 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.
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 proactively follow up 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 meeting and discussion information, providing leadership with concise summaries, key decisions, risks, and recommended follow-up actions.
Act as a central point of coordination 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.