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.


  • 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.
Job Type: Full Time
Job Location: San Antonio

Apply for this position

Allowed Type(s): .pdf, .doc, .docx