Project Manager - Finance & Accounting (Bilingual)

Pan-American Life Insurance Group•New Orleans, LA

11d

About The Position

Pan-American Life Insurance Group (PALIG) is seeking a bilingual (English/Spanish) Project Manager to lead strategic initiatives that support our finance, accounting, and operational functions across our international business. This role will oversee the planning and delivery of complex projects involving financial systems, process improvements, regulatory initiatives, and technology implementations, including ERP-related projects. A key focus of this position will be partnering with Finance, Accounting, and business leadership teams on initiatives related to IFRS 17 and evolving financial reporting requirements, helping ensure processes, systems, and reporting frameworks accurately support insurance accounting standards and financial transactions. The Project Manager will play a critical role in coordinating cross-functional efforts, driving implementation activities, and delivering solutions that strengthen financial reporting, operational effectiveness, and business performance. The Project Manager will drive projects from concept through implementation, ensuring solutions are delivered on time, within scope, and aligned with business objectives. The ideal candidate combines strong project management expertise with experience supporting accounting, finance, financial systems, or finance transformation initiatives and is comfortable navigating complex stakeholder environments within a dynamic multinational organization.

Requirements

Bachelor’s degree (CPA, Financial Administration, or other related degrees within the financial area preferred)
5 years of Project Management experience is required
An additional 4 years of relevant experience may be substituted in lieu of degree
Bilingual in English and Spanish
Experience implementing financial projects is desirable
Business, Industrial Engineer, or Computer-related degrees and/or an MBA degree is preferred
Project Management Professional (PMP) certification is preferred
Ability to travel
Experience leading ERP, financial systems, or Workday Financials implementation projects
Experience supporting IFRS 17 implementation initiatives, LDTI, insurance accounting processes, or financial reporting transformations
Project Management, Agile Methodology, and Systems Development Life Cycle knowledge
MS Project knowledge
Leadership, teamwork, communication, proactivity, and problem-solving skills
Knowledge of the insurance industry
Basic knowledge of finance applications (desirable)

Nice To Haves

CPA, Financial Administration, or other related degrees within the financial area preferred
Business, Industrial Engineer, or Computer-related degrees and/or an MBA degree is preferred
Project Management Professional (PMP) certification is preferred
Experience implementing financial projects is desirable
Basic knowledge of finance applications

Responsibilities

Participation in the inception of projects by identifying a solution to a business problem, elaborating a business case and project charter, and drafting the project budget, in collaboration with the main executive stakeholders
Establish and support the objectives of the project
Establish a top-level work breakdown structure (WBS) to identify the scope of work
Establish and maintain the project plan (schedule) according to the life cycle of the project
Identify and plan the resources that will be required for the software and hardware aspects of the project
Plan the training required for the implementation of the product
Identify and communicate milestones
Obtain commitment from relevant stakeholders responsible for performing and supporting plan execution
Plan and identify the involvement of stakeholders
Proactively identify the needs of all stakeholders and take measures to meet or manage their expectations
Lead meetings with team members to elicit and understand the requirements properly and ensure project expectations are clearly defined
Lead the estimation of the work effort of the project
Define strategies for optimizing resources, costs, and tasks
Manage the risks, constraints and dependencies of the project
Identify, document and prioritize risks, constraints, and dependencies
Define strategies for the control of risks and dependencies
Define contingency plans for risks
Communicate risks and dependencies to the team and senior management
Implement contingency plans until the risks are mitigated
Support the business owner to obtain approval and hold a kick-off meeting
Lead team follow-up meetings to review progress of tasks through their closure, risks, dependencies between activities, constraints, and priority changes; to facilitate decision making, ensure consistency among deliverables, plans, strategies, requirements and workflows of the project; and to establish and monitor the agreements and action items, collect and analyze the issues of the project, as well as determine the corrective actions that give closure to the identified issues, review the compliance and results of the selected milestones of the project, review internal and external commitments with senior management as appropriate, identify and evaluate the different alternatives to solve the problems, and select the lowest-impact solution
Establish, communicate and execute the communication plan with the work team according to the characteristics of each project
Executive Reports and status communication
Resource Management: resource availability, review, and balancing
Training and knowledge transfer
Ensure correct management of changes to project objectives and scope as needed
Manage changes to requirements as they evolve, as well as maintain a history of changing requirements, including the reason for changes
Evaluate the impact of requirement changes from the standpoint of relevant stakeholders
Review work plans, activities, and work products to verify consistency with the requirements and the changes that have been made to them
Generation and update of project Key Performance Indicators (KPIs)
Software Quality Assurance compliance
Support Vendor Management
Support the vendor Due Diligence process
Monitor vendor activities proactively and take appropriate action as required
Identify lessons learned
Monitor project benefits realization