Finance Project Manager - Record To Report/Treasury Domain - FinTech

Description:

Position Overview

We are looking for an experienced Implementation Lead with deep expertise in financial workflows, R2R processes, and treasury operations to drive client onboarding and end-to-end implementations. The ideal candidate will bring a strong Commerce / MBA Finance background, proven project management experience, and technical skills in SQL and ETL to ensure seamless deployments for fintech and financial services clients.

Key Responsibilities:

- Lead end-to-end implementation projects for enterprise fintech clients

- Translate client requirements into detailed implementation plans and configure solutions accordingly.

- Write and optimize complex SQL queries for data analysis, validation, and integration

- Oversee ETL processes extract, transform, and load financial data across systems

- Collaborate with cross-functional teams including Product, Engineering, and Support

- Ensure timely, high-quality delivery across multiple stakeholders and client touchpoints

- Document processes, client requirements, and integration flows in detail.

- Configure and deploy Bluecopa solutions for R2R, treasury, and reporting workflows.

Required Qualifications:

- Bachelors degree Commerce background / MBA Finance (mandatory).

- 3+ years of hands-on implementation/project management experience

- Proven experience delivering projects in Fintech, SaaS, or ERP environments

- Strong expertise in accounting principles, R2R (Record-to-Report), treasury, and financial workflows.

- Hands-on SQL experience, including the ability to write and debug complex queries (joins, CTEs, subqueries)

- Experience working with ETL pipelines or data migration processes

- Proficiency in tools like Jira, Confluence, Excel, and project tracking systems

- Strong communication and stakeholder management skills

- Ability to manage multiple projects simultaneously and drive client success

Preferred Qualifications:

- Prior experience implementing financial automation tools (e.g., SAP, Oracle, Anaplan, Blackline)

- Familiarity with API integrations and basic data mapping

- Experience in agile/scrum-based implementation environments

- Exposure to reconciliation, book closure, AR/AP, and reporting systems

- PMP, CSM, or similar certifications

Skills & Competencies:

Functional Skills:

- Financial process knowledge (e.g., reconciliation, accounting, reporting)

- Business analysis and solutioning

- Client onboarding and training

- UAT coordination

- Documentation and SOP creation

Project Skills:

- Project planning and risk management

- Task prioritization and resource coordination

- KPI tracking and stakeholder reporting

Soft Skills:

- Cross-functional collaboration

- Communication with technical and non-technical teams

- Attention to detail and customer empathy

- Conflict resolution and crisis management

What We Offer:

- An opportunity to shape fintech implementations across fast-growing companies

- Work in a dynamic environment with cross-functional experts

- Competitive compensation and rapid career growth

- A collaborative and meritocratic cul