This will not be a typical PM role; they are looking for someone who has done financial mgmt with financial projects. Looking to interview and make selections ASAP Location: Local in person. 1-2 days a week on site, hybrid. - Review and maintain financial data including accruals, invoices, and forecasts in Planview.
- Ensure accuracy of vendor invoices, milestone validations, and time reporting reconciliation.
- Support audit and compliance by completing checklists, submitting evidence, and correcting discrepancies.
- Maintain accurate project baselines and update them based on governance approvals.
- Ensure proper capitalization setup and tracking for internal software development.
- Manage financial change controls and update Planview accordingly.
- Coordinate contract submissions and purchase order creation with accurate mapping to projects.
- Ensure data quality by reviewing exception reports and correcting inaccuracies.
- Support forecasting by updating labor rates, reviewing variances, and adjusting forecasts post-timesheet progression.
- Escalate non-compliance or financial discrepancies to the Director for resolution.
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Skills, Knowledge & Abilities - Ability to manage challenging scenarios and balance stakeholder needs with available resources.
- Knowledge of financial management principles including budgeting, forecasting, and capitalization.
- Experience in financial data analysis and variance explanation.
- Strong communication and interpersonal skills for cross-functional collaboration.
- Ability to contextualize financial data for senior leadership.
- Professional judgment and accountability in decision-making.
- Understanding of technology processes, compliance, and controls.
- Preferred insurance industry knowledge.
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Education & Experience - Bachelor s Degree in Accounting, Finance, Economics, or equivalent work experience.
- 5 7 years of experience managing technology financials including capitalization, accruals, and forecasting.
- Experience working with technology vendors and/or managed service providers.
- Proficiency with Jira, Confluence, Planview, Excel, and other standard workplace applications.
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