Project Manager- Finance Transformation

Project Manager- Finance Transformation at Russell Tobin Project Manager- Finance Transformation at Russell Tobin in Campbell, California Posted in 3 days ago.

Type:

full-time

Job Description:

Finance Transformation Project Manager / SME We are seeking a highly experienced Project Manager and Finance Transformation Subject Matter Expert (SME) to lead a critical initiative focused on optimizing and governing Refunds & Appeasements (R&A) processes within a technology and delivery environment. This role will be responsible for improving financial and operational reporting accuracy, reducing R&A costs, and establishing stronger governance and reporting structures across the organization. Key Responsibilities Lead end-to-end execution of the Refunds & Appeasements finance transformation initiative Establish governance frameworks, standardized taxonomy, and a Single Source of Truth (SSOT) for R&A reporting and data management Partner cross-functionally with Finance, Operations, and IT teams to resolve process gaps, reporting discrepancies, and technical complexities Conduct detailed data and gap analysis to improve tracking, reporting accuracy, and operational consistency across R&A processes Apply strong finance and accounting expertise to ensure alignment of R&A costs with P&L and General Ledger reporting Analyze refund and appeasement costs to identify opportunities for cost reduction and operational efficiencies Drive stakeholder alignment and manage project milestones, timelines, and deliverables in a fast-paced environment Support process improvement initiatives and help establish scalable reporting and governance structures Required Qualifications Minimum 4+ years of Project Management experience focused on Finance Transformation initiatives Strong expertise in finance and accounting, including P&L reporting, G&L accounts, cost management, and financial operations Experience working with Refunds & Appeasements processes, financial governance, or operational reporting initiatives preferred Proven ability to lead cross-functional projects across Finance, Operations, and Technology teams Strong analytical, problem-solving, and stakeholder management skills Experience identifying data gaps and implementing standardized reporting structures within complex environments Excellent communication and organizational skills with the ability to manage multiple priorities simultaneously •Pay Rate- $60.00-$71.00/hour Benefits Info Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.