Senior Project Manager-Financial Planning & Analysis

This position is part of the Financial Planning & Analysis (FP&A) team and reports directly to the Director of FP&A and ultimately to the CFO with high exposure to the C-suite. We are seeking a highly analytical and technically proficient Project Manager to lead transformational initiatives across the Finance function. This position plays a central role in modernizing our financial systems/reporting infrastructure, including the development of a centralized data warehouse, advancement of advanced analytics using Power BI, and the establishment of reporting governance through a Center of Excellence (COE).

Key Responsibilities:

Strategic Project Management

• Lead cross-functional FP&A initiatives aimed at improving reporting robustness, turnaround time, and operational efficiency.
• Partner with internal stakeholders to understand evolving reporting needs and deliver scalable solutions.
• Present project progress and outcomes to executive leadership, providing actionable insights and recommendations.

Data Warehouse Development

• Collaborate with FP&A, other informational subject matter experts, IT, and analytics teams to define requirements and design the structure for a centralized financial data warehouse.
• Oversee ETL (Extract, Transform, Load) processes to ensure data is accurately sourced from all pertinent information systems.
• Conduct data validation and quality assurance checks to ensure accuracy, integrity, and timeliness of data.
• Partner to establish a COE and maintain data governance, including security, access, and metadata standards.

Power BI Reporting

• Design and deploy interactive dashboards and self-service reports using Power BI.
• Use Excel for prototyping and validating financial models prior to Power BI integration.
• Ensure continuity between Excel-based financial modeling and Power BI visualizations.
• Conduct user acceptance testing (UAT) and adjust reports based on feedback from key stakeholders.

Center of Excellence (COE) Leadership

• Help build and operationalize the Finance reporting COE focused on governance, visualization standards, and process improvement.
• Define best practices for dashboard performance, consistency, and scalability.
• Contribute to training and support documentation, empowering FP&A staff and business partners.

Required Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, MIS or a related field.
• 5+ years of experience in project management, FP&A, business intelligence, or financial transformation.
• Proven experience with SQL, Power BI (including DAX and Power Query) and advanced Excel skills.
• Experience with project planning tools (e.g., Microsoft Project, Smartsheet).
• Proven experience communicating effectively with technical and non-technical users up to executive leadership

Other bonus Qualifications:

• Master's degree (MBA or related).
• PMP Certification or equivalent project management credential.
• Strong knowledge of financial concepts, budgeting/forecasting, and performance metrics a plus.
• Experience with data warehouse tools or cloud platforms such as Azure SQL or Synapse.
• Familiarity with FP&A applications (e.g., Hyperion, Anaplan, SAP, Oracle).
• Experience participating in or supporting a Center of Excellence or governance group, as well as conducting UAT.

Why Join Us?

This is a unique opportunity to directly impact how financial data is structured, accessed, and interpreted across the organization. You'll join a highly visible, forward-thinking team focused on performance, innovation, and data integrity. If you're passionate about leveraging technology to drive financial insight and have the leadership skills to guide enterprise-level change, we encourage you to apply.

Bachelors of Management Information Systems (preferred)
Bachelors of Finance (preferred)
Bachelors of Economics (preferred)
Bachelors of Accounting (preferred)
Bachelors (required)

Proven experience communicating effectively with technical and non-technical users up to executive leadership (required)
Experience with project planning tools (e.g., Microsoft Project, Smartsheet). (required)
Proven experience with SQL, Power BI (including DAX and Power Query) and advanced Excel skills (required)
5 years: Proven experience with project management in FP&A, business intelligence, or financial transformation. (required)