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Project Manager Finance Transformation

Job

The Planet Group

Santa Clara, CA (In Person)

$140,400 Salary, Full-Time

Posted 1 week ago (Updated 6 days ago) • Actively hiring

Expires 6/15/2026

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Job Description

Job description
Pay Rate:
$65-$70 Remote role
Responsibilities:
End-to-End Project Management:
Lead the R&A finance transformation project, ensuring milestones are met and strategic objectives are delivered on time.
Establish Governance & Taxonomy:
Drive end-to-end governance over R&A activities by establishing a common taxonomy and a Single Source of Truth (SSOT) for all R&A data.
Bridge Finance & Operations:
Resolve technical complexities and process misalignments to minimize reporting differences between operational teams and the finance department.
Data & Gap Analysis:
Address data gaps across reason codes (e.g., why a refund or appeasement was issued) to ensure accurate tracking and reporting.
Financial & P&L Alignment:
Leverage deep finance and accounting expertise to understand cost impacts and General Ledger (G&L) accounts, ensuring R&A costs are accurately reflected in P&L and operational reporting.
Cost Reduction Strategy:
Manage the project with a core focus on analyzing total charges and implementing solutions to systematically bring R&A costs down. Act with integrity, professionalism, and personal responsibility to uphold the firm's respectful and courteous work environment.
Qualifications:
Minimum of 4 years of experience in Project Management, specifically focused on Finance Transformation initiatives with experience in Refunds and Appeasement Domain Expertise (SME): Deep subject matter expertise in finance and accounting, with a thorough understanding of cost management, G&L accounts, and P&L reporting.
Cross-Functional Leadership:
Proven ability to navigate complex technical landscapes and drive consensus between disparate teams (Operations, Finance, IT). Strong analytical skills with capability in addressing complex data gaps and establishing unified reporting structures.

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