The Role
Lead finance/treasury systems design projects: create initiative charter, document current-state workflows, perform gap analysis across NIR/ALM/FTP, define end-state NIR strategy, develop phased implementation plan, manage timelines, budgets, stakeholders, risks, and change management; produce training materials and support executive-level reporting.
Summary Generated by Built In
Company Description
Job Description
Title:- Project Manager Systems Design
Location:- Boston, Massachusetts
Duration:- 6 months
Minimum Requirements
- Bachelors Degree in technology, finance, business or equivalent. MBA, CPA or CFA a plus.
- 10+ years minimum overall with current 5+ years PM experience – strong preference in financial operations and must have PM work in systems design.
- Extensive knowledge of business functions.
- Excellent analytical skills.
- Excellent communication and presentation skills.
- Very strong management, project management and leadership skills.
- Very strong relationship management skills.
Description:
- Complete Initiative Charter and Summary (Scope, Case for Change, Team Members, Stakeholders, Timeline Proposal, etc.)
- Develop, manage, review, and prioritize project work plans with objective to stay on time and on budget; monitor project health from both a timing and financial perspective
- Work with SMEs; document current state operational workflows and business models / analysis for OTT NIR/ALM Basecase FCST
- Review gaps and redundancies in the current state, end-to-end operating model covering existing NIR, ALM/FCST and FTP processes
- Analyze and document Chart of Account differences; identify duplicative processes across the three teams (OTT-/NIR/FTP, ALM FCSTing/Basecase) related to current position creation and NIR forecast generation as used by the respective teams.
- Review and identify opportunities to incorporate common accounting methodology into QRM, consolidate assumptions and identify areas to reduce time spent on data reconciliations
- Work with SMEs; define end-state NIR Production Future Strategy]; identify & develop phases to achieve end-state; identify Business/Functional Requirements
- Build out Treasury NIR components QRM Initiative implementation timeline and manage end-to-end timeline execution
- Facilitate meetings with key stakeholders (i.e. Business partners, IT, Finance, Management, and others as required in fulfillment of key deliverables)
- Drive status tracking and reporting at the Transformation Office and Steering Committee levels
- Identify implementation roadblocks; manage action items, dependencies, issues, risks; develop contingency plans; enforce formal thresholds, change controls processes
- Support change management / business readiness activities and development of training materials
- Serve as an additional resource towards identifying items that require course correction and process improvement areas to enable focused decision-making across key stakeholders and business partners
- Work with manager to further identify additional, specific deliverables, operational dependencies and/or other related initiatives as they pertain to Client’s Finance and/or Global Treasury
Skills Required
- Bachelor's degree in technology, finance, business or equivalent
- MBA, CPA or CFA
- 10+ years overall experience with current 5+ years project management experience
- Project management experience in systems design
- Experience in financial operations / treasury (strong preference)
- Extensive knowledge of business functions
- Excellent analytical skills
- Excellent communication and presentation skills
- Very strong management, project management and leadership skills
- Very strong relationship management skills
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The Company
What We Do
STEM Xpert is a consulting engineering firm recognized in the engineering industry for its commitment to client service and passion for excellence. The firm provides specialized professional consulting services in the fields of science, technology, engineering, and mathematics (STEM).






