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Finance Technology Project Manager
SagardFinance Technology Project Manager leading delivery of finance systems and technology projects at Sagard. Requires expertise in accounting technology and project management with collaboration across teams.
Tech Stack
Tools & technologiesERPPMP
About the role
Key responsibilities & impact- Lead end-to-end delivery of projects related to financial systems and accounting technologies, ensuring adherence to timelines, budget and scope
- Develop detailed project plans including schedules, milestones, dependencies, resource allocation and stakeholder responsibilities
- Proactively identify and manage risks, issues and blockers, enabling timely resolution with Finance, IT, vendors and business partners
- Translate Finance process needs into clearly defined scopes, deliverables, business requirements and success criteria
- Collaborate with Finance stakeholders to document current and future processes, controls, roles and decision points
- Coordinate implementation activities for accounting and financial platforms such as ERPs, accounts payable automation, EPM, expense management and related systems
- Lead Finance technology streams in M&A integration contexts, including process alignment, system integration, data readiness, control mapping and transition planning
- Support vendor management, including coordinating work plans, deliverables, status reporting, testing and issue resolution
- Establish clear communication cadences, including project updates, workshops and steering committees
- Communicate accounting technology concepts clearly and in a structured way to financial and non-financial audiences
- Coordinate testing, data preparation, cutover planning, deployment activities and handover to operations and support teams
- Work with stakeholders to ensure successful adoption of new financial systems, processes and ways of working
- Apply consistent project management frameworks, tools and documentation aligned with Digital Solutions team standards
- Contribute to the evolution of Finance transformation delivery practices, repeatable models and playbooks
- Identify opportunities to improve the efficiency, transparency, controls and consistency of Finance technology deliveries.
Requirements
What you’ll need- 5–8 years of experience in financial systems project management, Finance transformation, accounting technology implementations or related roles
- Strong understanding of accounting operations, Finance processes and system-supported controls
- Experience leading or supporting implementations of accounting and financial systems such as ERPs, accounts payable automation, EPM, expense management or consolidation platforms
- Hands-on experience with systems such as Sage Intacct, SAP, Concur, Workday or OneStream is considered a strong asset
- CPA designation preferred but not required, particularly for candidates who have moved into systems implementation or Finance transformation
- Proven ability to manage complex, cross-functional projects involving Finance, IT, vendors and senior stakeholders
- Solid project management fundamentals, including planning, risk management, governance, status reporting and communication
- Ability to translate Finance and accounting requirements into clear documentation and implementation plans accessible to business stakeholders
- Experience developing formal business requirements, process documentation, test plans, training materials and cutover plans
- Familiarity with project management tools such as Jira, Asana, Smartsheet or MS Project
- Experience implementing Finance or accounting technologies in M&A environments, post-acquisition integrations or organizational integrations is strongly preferred
- Project management certification such as PMP, PRINCE2 or equivalent is considered an asset
- For all Quebec-based roles, fluency in French and English, both written and spoken, is required. English is required due to regular interactions with colleagues and external partners located outside Quebec.
Benefits
Comp & perks- Sagard is an equal-opportunity employer that values workplace diversity. We are pleased to accommodate requests for accommodation during the recruitment process.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial systems project managementFinance transformationaccounting technology implementationsproject planningrisk managementprocess documentationtest planstraining materialscutover planssystem-supported controls
Soft Skills
communicationstakeholder managementproblem-solvingcollaborationleadershiporganizational skillsadaptabilityattention to detailcritical thinkingtime management
Certifications
CPAPMPPRINCE2