GR - Project Manager - 225

Reposted Yesterday
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Hiring Remotely in Colombia
Remote
Mid level
Software
The Role
Lead and optimize back-office operations for US financial services accounts: design and document accounting and tax workflows, manage SharePoint architecture, coordinate US clients and LatAm delivery teams, run tax-season and closing calendars, plan resources with Microsoft Planner, and enforce quality assurance and risk mitigation.
Summary Generated by Built In

We are looking for a strategic and process-oriented Project Manager to lead and oversee back-office operations for our US-based financial services portfolio. Unlike a traditional IT PM, your focus will be on the seamless execution of accounting cycles, US tax compliance projects, and financial consultancy workflows.

The ideal candidate will be a SharePoint Power User with the ability to translate complex stakeholder requirements into structured, scalable processes. You will act as the bridge between our US clients and our LatAm delivery teams, ensuring that every deliverable meets the highest standards of accuracy and professional excellence.

Key Responsibilities

● Operational Process Design: Map, document, and optimize end-to-end workflows for accounting, tax preparation, and financial reporting.

● SharePoint Ecosystem Management: Architecture and maintenance of SharePoint sites, lists, and document libraries to ensure organized data flow and version control across multiple client accounts.

● Stakeholder Management & Interpretation: Act as the primary point of contact for US clients, interpreting their high-level demands and translating them into actionable tasks for the operational team.

● Deadline Orchestration: Manage the “Tax Season” and monthly/quarterly closing calendars, ensuring all statutory deadlines are met without compromising quality.

● Resource & Capacity Planning: Monitor team bandwidth and project timelines using tools like Microsoft Planner or similar, ensuring efficient allocation across different commercial and investor clients.

● Quality Assurance & Risk Mitigation: Identify potential bottlenecks in financial processes and implement proactive solutions to prevent errors in client reporting.


Requirements

English Fluency (C1/C2 Mandatory): Exceptional near-native communication skills.

You must be able to lead meetings with US-based partners and draft complex professional documentation.

Experience: 4+ years of experience in Project Management, specifically within Finance, Accounting, or Professional Services (Big Four experience is a strong differentiator).

Technical Mastery:

Expert SharePoint User: Deep understanding of permissions, document management, and site structure.

MS Office Expert: Advanced Excel and PowerPoint for financial storytelling.

Process Mapping: Proficiency in Visio, Lucidchart, or similar tools.

Financial Literacy: Solid understanding of accounting principles, US Tax cycles, and back-office operations.

Education: Bachelor’s degree in Business Administration, Accounting, Finance, or Industrial Engineering. A PMP or Six Sigma certification is a plus.

Core Competencies

Aptitude for Complexity: Ability to manage multiple clients with different requirements simultaneously.

Proactive Problem-Solving: You don't wait for a process to fail; you anticipate the gap and bridge it.

High Emotional Intelligence: Skills to navigate high-pressure deadlines (like tax seasons) while maintaining team morale and client trust.

Accountability: A strong sense of ownership over the "final product" delivered to the client.

Top Skills

Excel
Lucidchart
Microsoft Planner
MS Office
PowerPoint
Sharepoint
Visio
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The Company
San Francisco, CA
39 Employees
Year Founded: 2020

What We Do

Experts in crafting digital products ⚡️ At Thaloz, the mission is to support at every stage of the digital product journey. With a team of over 100 experts and a global presence in 30 countries, we leverage top-tier Latin American talent to deliver exceptional software development solutions that drive success. Our Services: → Product Lab: Comprehensive product development services to build and scale software solutions. From strategy and design to development, testing, and launch, every aspect is handled with expertise. → Talent Hub: Accelerate the team-building process by 50% with carefully vetted LATAM talent. Select the team members, and they will be seamlessly integrated into projects under the client's leadership. → Enterprise Pod: Optimize operations with streamlined complex integrations and flawless implementations of digital products for B2B companies, ensuring rapid and smooth deployments. Ready to assist in turning ideas into reality, get in touch through www.thaloz.com/contact-us Join our community! 👨‍💻 Instagram: @thalozteam YouTube: @thalozteam Clutch: @thaloz

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