Senior Technical Project Manager
Coates Group
PMP
Finance Systems Analyst
GR8 Global
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
PMP
About the role
- Lead and support implementation, configuration, and integration of financial and operational software systems (Sage Intacct modules, Ramp, Aiwyn Practice OS; develop working knowledge of Beeye).
- Analyze, design, and document financial workflows and processes for efficiency, accuracy, and scalability.
- Collaborate with cross-functional teams on data migrations, integrations, and system validation.
- Develop and maintain dashboards and financial reports using Power BI and Excel.
- Identify and recommend opportunities for automation and continuous improvement; support ROI analysis on finance technology projects.
- Partner with IT to troubleshoot system issues and support ongoing maintenance.
- Provide training, user support, and documentation to ensure effective system adoption.
- Stay current on financial system upgrades, trends, and best practices.
- Perform additional duties as assigned in support of Finance Department objectives.
Requirements
- 3+ years of professional experience building automations or integrations in production environments.
- Bachelor's degree in accounting, finance, business, or related field.
- Familiarity with accounting principles, financial reporting, and internal controls.
- Proficiency with financial systems and tools: Sage Intacct, Ramp, Aiwyn (Aiwyn Practice OS), Beeye, Power BI, Excel dashboards.
- Strong technical and analytical skills with experience in financial systems, data management, and process improvement.
- Experience with data validation, reconciliation, and system integration.
- Project management certification preferred (PMP, Lean Six Sigma, or similar).
- Excellent problem-solving and communication skills; ability to translate business needs into technical solutions.
- Ability to work independently and manage multiple priorities in a dynamic environment.
- WFH technical requirements: Minimum Internet Speed 50-100 Mbps; Dedicated private home office; Power and Internet backup (Business Continuity Plan).
