The Embedded Finance Senior Manager oversees transformation initiatives, manages client projects, ensures effective communication, and maintains client relationships to drive successful project outcomes.
As a member of our Business Transformation team, you will work as an extension of our client’s team to advise, manage, and oversee various transformation initiatives. The Embedded Project Management Senior Manager will play an integral role in driving completion of successful projects that span various operational and technological lifecycles.
You will be responsible for managing various client projects, including tasks specific to scope development, budget creation, budget monitoring, and budget maintenance. Additional responsibilities include gathering business requirements to achieve defined business objectives. This includes communicating business objectives to cross-functional stakeholders and providing input on both functional and technical specifications. You will be expected to work independently yet collaboratively with key stakeholders across a client’s organization to oversee projects and drive transformation using the agile methodology. Key phases of candidate involvement will include testing, implementation, and deployment stages that span a project’s lifecycle.
Effective communication and organizational skills will be imperative to your success in this role. Requisite working knowledge gained through professional working experience on large-scale transformation projects is foundational to successfully initiate, plan, execute, monitor, control, and close projects. As an extension of the client’s team, your role as the Embedded Project Management Manager will consist of actively supporting cross-functional stakeholders using a hands-on approach. In this capacity, you will provide exceptional client service through value-add initiatives while complying with timely milestones and quality client outcomes through project completion.
Market Location:
Location Agnostic
*Must be open to potential travel Monday – Thursday
Roles and Responsibilities:
· Advise clients on the project lifecycle to ensure best practices, planning and execution are aligned.
· Work alongside key client stakeholders to develop work plans with proper activities, resource engagement and assignment, expected outcomes and timing.
· Assume tasks within the defined scope to drive execution and delivery, as needed.
· Identify when additional CFGI resources might be needed to support additional tasks or expanded scope.
· Streamline and automate timely reporting of project status to key stakeholders.
· Facilitate upward communication as requested with Project Sponsors, Executive Leadership or Board of Directors.
· Constantly be present in client conversations to uncover new needs and be able to speak to CFGI service offerings that can benefit the client and address their needs.
· Maintain a clear focus on providing exceptional client service at every opportunity.
· Fully develop and maintain client relationships at all levels within the client’s organization to gain stakeholder trust, become a true business partner that can communicate complex ideas, and gain stakeholder buy-in.
· Maintain a professional and positive attitude.
Preferred Skills:
· Foundational understanding of project management methodologies (Agile, Waterfall, Scrum, etc.).
· Knowledge of key project management tools (Clickup, Monday.com, Smartsheet, etc.).
· Strong ability to work independently and lead client engagements to drive timely successful outcomes and client satisfaction.
· Comfortable working on multiple engagements with changing priorities and deadlines.
· Capital Markets experience and general working knowledge of public company requirements / compliance / operations.
· Knowledge of leading Financial Planning and Analysis tools (i.e., Oracle, SAP, Adaptive Insights, OneStream).
· Knowledge of ERP technologies (i.e., SAP, Oracle, Workday, NetSuite, Microsoft Dynamics, Sage Intacct).
Qualifications and Capabilities:
· Minimum of 8 years of professional experience (preferably in project management or professional service/consulting environment).
· Motivated, hands-on project management professional that is interested in advising our clients on successful outcomes.
· Exceptional communication, meeting facilitation, and project management skills.
· Ability to think strategically and tactically.
· Exceptional critical thinking skills with a proven ability to connect the dots.
· Excels in navigating through ambiguity and providing clear and actionable recommendations.
· Proven ability to successfully lead the completion of timely projects within budget.
· Demonstrated competence in communicating with stakeholders across all levels of an organization.
· Ability to effectively provide status updates to management and escalate roadblocks leadership.
· Experience managing client projects, including business, practice, and/or people development.
· Ability to confidently drive stakeholder alignment and unify organizations through inspiration and motivation.
Top Skills
Adaptive Insights
Agile
Clickup
Erp Technologies
Microsoft Dynamics
Monday.Com
Onestream
Oracle
Sage Intacct
SAP
Scrum
Smartsheet
Waterfall
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