Finance Project Lead

Convoy Supply

$75K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of project management or business process analysis experience.
  • Bachelor's degree in accounting, business administration, or a related field.
  • Experience with ERP systems and implementation knowledge desirable.
  • Proficient in process mapping and productivity tools like Excel and Tableau.
  • Familiarity with KPI analysis and reporting tools.
  • Knowledge of continuous improvement methodologies; certification is a plus.
  • Strong analytical and detail-oriented problem-solving skills.
  • Excellent communication and collaboration abilities across teams.
  • Willingness to travel occasionally (up to 10%).

Responsibilities

  • Lead finance-related projects from planning to execution.
  • Develop comprehensive project plans, timelines, and resource assessments.
  • Analyze and optimize workflows to increase efficiency.
  • Monitor project progress, manage risks, and prepare stakeholder updates.
  • Generate financial reports and dashboards to support project goals.
  • Document workflows and create Standard Operating Procedures.
  • Identify financial process inefficiencies and propose improvements.
  • Support finance system upgrades and provide user training and support.

Benefits

  • Opportunity to lead significant financial projects that drive process improvements.
  • Collaborative work environment with cross-functional teams.
  • Exposure to enterprise software and project management methodologies.
  • Potential for professional development and exposure to continuous improvement practices.
Full Job Description
Finance Project Lead

Position summary

The Finance Project Lead is responsible for planning, coordinating, and executing financial projects and initiatives that support organizational and departmental goals. This role partners closely with Finance, Accounting, IT, and cross-functional business teams to deliver process improvements, system implementations, financial analysis, and strategic initiatives. The Finance Project Lead ensures projects are delivered on time, within scope, appropriately monitored, and documented, and aligned with financial governance and compliance standards.

Job requirements

Project Leadership & Management

  • Lead end-to-end delivery of finance-related projects, including scoping, planning, budgeting, scheduling, and execution.
  • Develop detailed project plans, timelines, and resource requirements.
  • Analyze, design, and optimize organizational workflows to increase efficiency and improve productivity through project execution.
  • Monitor project progress and proactively manage risks, issues, and dependencies.
  • Drive stakeholder communication, preparing status updates and executive summaries.

Financial Analysis & Reporting

  • Analyze financial data to support project objectives, business cases, ROI evaluations, and scenario modeling.
  • Prepare project-specific financial reports, dashboards, and insights.
  • Ensure accuracy, transparency, and compliance of financial outputs.
  • Create detailed process maps, documentation, and Standard Operating Procedures.

Process Improvement & Optimization

  • Identify inefficiencies within financial processes and propose continuous improvement initiatives.
  • Lead workshops to document current-state workflows and design future-state processes.
  • Implement best practices in financial reporting, forecasting, and operational controls.

Technology, Automation & Support

  • Support finance system upgrades and implementations (e.g., ERP, Dashboards, BI platforms).
  • Coordinate testing, training, user acceptance, and change management activities.
  • Provide project needs analysis, development and delivery of software and report demonstrations.
  • Collaborate with IT to ensure system solutions meet finance requirements.
  • Act as an escalation point for operational issues in collaboration with IT and business stakeholders.

Performance Measurement

  • Define Key Performance Indicators and metrics to measure and monitor the success of new processes.

Cross-Functional Collaboration

  • Work closely with accounting, FP&A, operations, HR, procurement, and other departments.
  • Facilitate communication across stakeholder groups to align project expectations.
  • Train staff and support the transition to new, optimized ways of working.
  • Manage vendors or consultants as needed.

Governance, Compliance & Controls

  • Ensure projects adhere to internal controls, audit requirements, and regulatory frameworks.
  • Develop and maintain project documentation, policies, and procedures.
  • Support internal and external audit activities as required


Qualifications

  • Minimum 3-5 years of experience in project management, business process analysis, or a related area.
  • Bachelor's degree in accounting or business administration or a related field.
  • Experience working with ERP systems; knowledge of system capabilities and configurations. ERP implementation is an asset.
  • Proficient in process mapping tools (e.g., Visio) and productivity tools (Excel, Tableau, Workday, etc.).
  • Experience with data analysis and performance measurement (KPIs, dashboards, reporting tools).
  • Exposure to continuous improvement methodologies (Lean, Six Sigma); certification is an asset.
  • Strong analytical and problem-solving skills with a detail-oriented mindset.
  • Excellent communication and interpersonal skills; ability to collaborate across departments and levels.
  • Willingness to travel occasionally (up to 10%) and work flexible hours when required

Similar Jobs

More Jobs at Convoy Supply

More Finance & Insurance Jobs

Find similar Finance Project Lead jobs: