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Job PurposeThe Project Manager, Finance manages the planning, coordination, and execution of the Company's monthly accounting close and quarterly financial reporting processes and the Company's annual internal control over financial reporting program. The Project Manager, Finance also manages special projects within the Finance department as necessary, including new product initiatives.Essential Responsibilities- Provide project management capabilities, expertise, and ongoing support to the Finance department.
- Assist in project planning, project management, and coordination of the Company’s monthly accounting close and quarterly financial reporting process.
- Assist in project planning, project management, and coordination of the Company’s annual SOX program, including coordination with stakeholders across relevant departments.
- Coordinate the department's involvement in cross-functional organizational initiatives, including new product development and implementation.
- Work closely with the Company’s internal and external audit teams to facilitate efficient project management and monitor delivery of requested audit support.
- Assist with the preparation and presentation of reporting on project status.
- Assist team members in creating deliverables to support the development and execution of department strategy.
- Assist team members in synthesizing data from multiple sources and preparing presentations and reports.
- Collaborate with team members to understand problems, recommend solutions, escalate issues, and provide full transparency into current workload.
- Coordinate with stakeholders across other departments to ensure the efficient execution of Finance projects.
- Support the strategic goals of the department and Company.
- Performs other duties and/or projects as assigned.
- Strong project management skills.
- Experience with Microsoft Project and JIRA preferred.
- Familiarity with accounting close, financial reporting, and internal control over financial reporting processes preferred.
- Ability to be adaptable and take ownership of tasks and projects.
- Excellent written and verbal communication skills and the ability to communicate with associates at all levels within and outside of the organization.
- Ability to handle multiple tasks concurrently and meet deadlines, while maintaining focus in a fast-paced environment.
- Active listener with strong written and verbal communication skills, including presentation creation and delivery.
- Strong organizational and prioritization skills. Able to handle multiple projects and deadlines in a fast-paced environment.
- Strong team player with strong professional, interpersonal, and relationship building skills.
- Demonstrated ability to work independently and establish priorities to meet tight deadlines.
- Ability to meet job requirements with a positive and productive attitude.
- Continuous improvement mindset.
- Proficiency in the Microsoft Office suite (Excel, PowerPoint, Word, etc.) required. Experience with Microsoft Copilot preferred.
- Bachelor's Degree required.
- 3+ years of project management or equivalent experience required.
- Insurance or financial services experience preferred.
- Finance/Accounting experience preferred.
Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.
Skills Required
- Bachelor's degree
- 3+ years of project management or equivalent experience
- Strong project management skills
- Proficiency in Microsoft Office, including Excel, PowerPoint, and Word
- Excellent written and verbal communication skills
- Ability to manage multiple tasks and meet deadlines
- Strong organizational and prioritization skills
- Ability to work independently and establish priorities
- Experience with Microsoft Project and JIRA
- Familiarity with accounting close, financial reporting, and internal control processes
- Insurance or financial services experience
- Finance or accounting experience
- Experience with Microsoft Copilot
What We Do
Jackson® is committed to helping clarify the complexity of retirement planning. Our range of annuity products, financial know-how, history of award-winning service*, and streamlined experiences strive to reduce the confusion that complicates retirement plans. We dedicate our time, money, and resources to strengthening financial literacy, striving to make sure every American has access to the resources they need to master their money and their future. We believe by providing clarity for all today, we can help drive better outcomes for tomorrow. Interested in becoming one of our associates? We develop and celebrate talent in many areas, from sales and marketing to consulting and compliance. We know that diversity and inclusion make us all stronger together. Learn more about our products at jackson.com Contact Us Jackson.com 517/381-5500 – General Information 800/644-4565 – Contract Owners 877/565-2968 – Values and Contract Information * SQM (Service Quality Measurement Group) Contact Center Awards Program for 2004 and 2006-2021. (To achieve world-class certification, 80% or more of call-center customers surveyed must have rated their experience as very satisfied, the highest rating possible.) Jackson® is the marketing name for Jackson National Life Insurance Company® (Home Office: Lansing Michigan) and Jackson National Life Insurance Company of New York® (Home Office: Purchase New York). Jackson National Life Distributors LLC. SMPR1292 03/23








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