Project Manager

• Project Manager Consolidated Financial Planning & Budgeting System
• Remote is acceptable but available fully on camera for meetings

Required Qualifications:

• Bachelor's degree or equivalent combination of education and relevant experience.
• 5+ years of professional project management experience, preferably involving enterprise business systems, finance, technology, or organizational process improvement.
• Demonstrated experience managing projects involving multiple business and technical stakeholders.
• Experience coordinating an RFP, vendor evaluation, procurement, or similar competitive selection process.
• Strong understanding of project planning, risk management, issue resolution, stakeholder communication, and change coordination.
• Working knowledge of financial planning, budgeting, accounting, or financial systems processes.
• Understanding of how budgets and financial data move between planning/budgeting systems and general ledger or other financial systems.
• Excellent written, verbal, organizational, and facilitation skills.
• Demonstrated ability to manage multiple priorities and maintain momentum in a complex organizational environment.

Preferred Qualifications:

• Experience managing implementation or selection of financial planning, budgeting, forecasting, or performance management systems.
• Experience working with healthcare finance or other complex healthcare organizations.
• Experience with enterprise financial systems, ERP environments, general ledger systems, or financial reporting platforms.
• Experience working directly with Finance, FP&A, Accounting, and Information Technology organizations.
• Experience managing software/vendor selection processes within a large organization.
• Experience working in a matrixed environment where the Project Manager coordinates work but does not have direct authority over participating resources.
• PMP Certification through the Project Management Institute (PMI)

Position Summary:

• The client is seeking an experienced Project Manager to lead and coordinate a strategic financial planning and budgeting system initiative. The Project Manager will be responsible for coordinating the Request for Proposal (RFP) process with a minimum of three vendors, facilitating vendor evaluation and finalist selection, and managing the implementation planning and coordination activities associated with the selected solution.
• This role will serve as the central project coordinator across the client Finance, FP&A, Accounting, Contracts, and Information Technology (ITG), as well as external vendors. The successful candidate will bring strong project management skills combined with a practical understanding of financial planning, budgeting, accounting processes, and the flow of budget information into a general ledger environment.
• The Project Manager will not necessarily be expected to be a technical or accounting subject-matter expert. However, the ability to understand financial processes, terminology, system requirements, and the relationship between budgeting/planning systems and the general ledger will be critical to effectively coordinating the work.

Key Responsibilities:

Project support of RFP and Vendor Selection

• Partner with the the client Contracts team, assisting as needed, to develop, issue, manage, and evaluate the RFP. This will include:
• Coordinating participation from Finance, FP&A, Accounting, ITG, and other key stakeholders in defining requirements and evaluating vendors.
• Assisting in scheduling demonstrations, vendor presentations, Q&A sessions, reference checks, and other vendor evaluation activities.
• Establishing a structured vendor evaluation and scoring process.
• Facilitating stakeholder discussions and decision-making leading to selection of a finalist.
• Following the client standards for contracting and vendor selection activities

Project Management and Coordination

• Develop and maintain the overall project plan, timeline, milestones, dependencies, risks, and deliverables.
• Establish project governance, meeting cadence, agendas, action items, and decision tracking.
• Coordinate activities across multiple client departments and external vendors.
• Maintain clear communication regarding project status, issues, risks, decisions, and next steps.
• Identify project dependencies, barriers, and potential risks and facilitate timely resolution.
• Ensure project deliverables remain aligned with business objectives, requirements, and agreed-upon timelines.
• Prepare concise project status reports and executive-level updates as appropriate.

Finance and Accounting Process Coordination

• Develop a working understanding of the client's financial planning and budgeting processes.
• Facilitate discussions regarding how budgets are developed, approved, maintained, and ultimately integrated or loaded into the general ledger and related financial systems.
• Coordinate requirements related to budget development, forecasting, and planning.
• Help stakeholders translate business and financial requirements into clear system and vendor requirements.
• Identify process gaps, inconsistencies, or integration considerations that should be addressed during vendor evaluation and solution planning.
• Coordinate with FP&A and Accounting to ensure proposed solutions support existing and future financial processes.

Technology and Integration Coordination

• Partner with the client ITG and other technical stakeholders to coordinate technology requirements and vendor discussions.
• Facilitate conversations regarding system architecture, integrations, data flows, security, interfaces, reporting, and technical requirements.
• Coordinate between business stakeholders and technical teams to ensure requirements are clearly understood.
• Support evaluation of the technical feasibility and organizational implications of proposed vendor solutions.
• Coordinate technical due diligence and vendor responses to IT requirements.

Stakeholder Engagement:

• Serve as the primary project coordination point across Finance, FP&A, Accounting, Contracts, ITG, and vendor teams.
• Build effective working relationships with stakeholders at various organizational levels.
• Facilitate meetings involving stakeholders with differing priorities and areas of expertise.
• Ensure decisions, assumptions, and responsibilities are clearly documented.
• Proactively communicate issues that may affect scope, schedule, cost, or project outcomes.

ATD Technology, LLC is a certified minority woman owned business that creates opportunities to match qualified individuals with client programs while meeting all parties' financial and technical goals. ATD is a full service provider with offerings in Contract, Permanent and Temp-to-Perm staffing solutions. We serve Fortune 1000, mid cap and small cap companies in the Commercial, Public and Government sectors.