Project Manager

Key Responsibilities:

• Collaborate with operations and administrative teams to identify project goals, deliverables, and timelines.
• Develop and maintain detailed project plans, including tasks, milestones, and resource allocation.
• Utilize project management software to track project progress, identify bottlenecks, and optimize workflows.
• Liaise with different departments to ensure seamless communication and coordination.
• Monitor project budgets and timelines, and assist in identifying areas for improvement.
• Prepare and present project status reports to management and stakeholders.
• Proactively identify potential risks and issues, and work with teams to develop effective solutions.
• Support teams in the preparation and maintenance of project-related documentation.
• Coordinate with assigned account managers and discuss follow up with the client on project completion. Make calls or send emails to clients as needed to move a project to the next level.
• Effectively communicate with the client on any issues prior to completion.
• Assist in implementing project management best practices and continuous process improvements.

Qualifications:

• Bachelor’s degree in Business Administration, Accounting, Finance, or a related field.
• Proven experience (3-5 years) in project management, preferably within the accounting or financial services industry.
• Familiarity with project management methodologies, tools, and techniques.
• Proficiency in project management software and Microsoft Office Suite.
• Strong analytical skills and the ability to interpret project data for decision-making.
• Excellent interpersonal and communication skills, enabling effective collaboration with cross-functional teams.
• Detail-oriented with the ability to multitask and manage competing priorities.
• Familiarity with accounting principles and processes is advantageous.
• Experience implementing FranklinCovey principles is advantageous.