Project Manager - Finance Transformation

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Appleton, WI, USA
In-Office
eCommerce • Healthtech • Information Technology • Software • Cybersecurity
The Role
POSITION SUMMARYWe are seeking a dynamic and results-driven Project Manager to lead the transformation of our Finance department through innovative technology solutions and process optimization. This role is pivotal in modernizing financial operations, enhancing data-driven decision-making, and ensuring scalable, efficient workflows across the organization.
This position will be located at our Corporate Office in Appleton, WI with in-office expectations four days/week (Monday - Thursday) with Fridays as an optional in-office or work from home day, depending on business need.

JOB RESPONSIBILITIES

Essential Job Responsibilities:

  • Lead Transformation Initiatives: Drive end-to-end project management of finance transformation initiatives, including process redesign, emerging technology proof of concepts, ERP upgrades, automation of financial processes, and implementation of advanced analytics tools.
  • Stakeholder Engagement: Collaborate with Finance, IT, and cross-functional teams to gather requirements, align on goals, and ensure successful project delivery.
  • Process Optimization: Identify inefficiencies in current finance processes and implement best practices to streamline operations and reduce manual effort.
  • Technology Integration: Oversee the selection, customization, and deployment of financial systems and tools (e.g., RPA, AI/ML, cloud-based platforms).
  • Change Management: Support the change management strategies that surround the adoption of new systems and processes across the finance team.
  • Performance Tracking: Monitor the progress through defined KPI’s and metrics, and report on project outcomes to leadership.
  • Risk Management: Proactively identify risks and develop mitigation strategies to ensure project timelines and budgets are met.

Additional Job Responsibilities:

  • Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit
  • Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization
  • Continuously learn and develop self professionally
  • Support corporate efforts for safety, government compliance, and all other company policies & procedures
  • Perform other related duties as required and assigned

QUALIFICATIONS

Required:

  • Bachelor’s degree in Finance, Accounting, Business Administration, or related field (MBA or PMP certification is a plus).
  • 5+ years of project management experience, preferably in finance transformation or technology implementation.
  • Basic understanding of financial processes (e.g., budgeting, forecasting, reporting, compliance).
  • Proven experience with ERP systems (e.g., SAP, Oracle, Workday) and digital tools (e.g., Power BI, Tableau, RPA platforms).
  • Excellent communication, leadership, and stakeholder management skills.
  • Ability to manage multiple projects in a fast-paced, evolving environment.

Preferred:

  • Experience with Agile or hybrid project management methodologies.
  • Familiarity with data governance and financial data architecture.
  • Knowledge of regulatory requirements and financial controls.

DIVISION:

Corporate

U.S. Venture requires that a team member have and maintain authorization to work in the country in which the role is based. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency unless based on business need. 

U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.

U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at (920) 739-6101.

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The Company
HQ: Menlo Park, CA
47 Employees
Year Founded: 1981

What We Do

U.S. Venture Partners (USVP) is a leading Silicon valley-based venture capital firm, helping entrepreneurs build world-class companies since 1981. U.S. Venture Partners (USVP), is a venture capital investment firm headquartered in Menlo Park, California in the heart of Silicon Valley focusing on investments in an array of segments including enterprise software, cyber security, consumer, e-commerce, healthcare, and IT-enabled healthcare services. Since its inception USVP has invested $3.9 billion in over 498 companies across a broad range of industries, of which 89 have completed an initial public offering. The firm is currently investing out of its twelfth fund, USVP XII. The USVP team foundation is grounded in four generations of high-technology venture investing and are accomplished venture investors, former CEOs, senior executives and technology company founders that committed to taking an exemplary firm into the 21st century. USVP personnel make up and the firms heritage combine to make us part of the company building process. In many situations the USVP board partner is the first call the entrepreneur makes when faced with strategic decisions, daily challenges and personal support, knowing that we will be there to provide the counsel needed, which is grounded in decades of experience and understanding of our role as coaches and confidantes. The investment team is composed of Casey Tansey, Steve Krausz, Jonathan Root, Rick Lewis, Jacques Benkoski, and Dafina Toncheva. USVP has invested in many world-changing companies, including: Box, Castlight Health, Check Point Software, Concur, GoPro, Guidewire Software, HotelTonight, Imperva, InsideSales.com, Intersect ENT, Omada Health, OncoMed, SanDisk, Sun Microsystems, Threatmetrix, Trunk Club, Trusteer, Yammer, and Zerto. Visit our website for a complete list of investments, portfolio company news and more information on our firm: www.usvp.com. Like us on Facebook and visit us on Twitter: @USVP_

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