Finance Project Manager
: Job Details :


Finance Project Manager

Kaeppel Consulting

Job Location : Erie,PA, USA

Posted on : 2025-09-05T14:16:24Z

Job Description :
Kaeppel Consulting is seeking an experienced Finance Project Manager to support one of our clients in the insurance industry. This role will lead medium-to-large finance projects, analyze business processes, and deliver actionable insights to drive efficiency, compliance, and improved financial outcomes. This will be a temporary, onsite position in Erie, PA.Duties and Responsibilities:
  • Plans, monitors and leads medium-to-large projects of moderate-to-high complexity from initiation through completion.
  • Utilizes an intermediate understanding of the project lifecycle to prepare, analyze and maintain detailed project work plans and schedules using project-planning tools and client's guidelines.
  • Defines, develops and provides information to drive the decision-making process and support business operations.
  • Develops and delivers reports to key stakeholders summarizing objectives, deliverables, status and metrics.
  • Schedules meetings, prepares agendas and ensures meeting minutes are prepared.
  • Identifies opportunities to improve business processes. Recommends effective, efficient solutions that increase ease of doing business.
  • Leads and supports initiative development, including socializing ideas to key stakeholders.
  • Assists with the execution of business improvement initiatives by providing business and technical subject matter expertise to project team. Ensures issue resolution and communicates resolutions to the work teams.
  • Creates and drives change management plans to support the successful adoption of processes and technologies
  • Helps define clear measurable problem statements with process and data analysis.
  • Tracks key baseline metrics to measure progress of engagements for benefits realization management
  • Regularly develops and facilitates presentations and workshops for key stakeholders and business leaders.
  • Develops actionable and appropriate people, process, and technology improvement recommendations.
  • Anticipates problems and develops mitigations as needed.
Qualifications
  • Bachelor's degree in Finance, Business, Accounting, or related field.
  • 5+ years of project management experience, preferably in finance or insurance.
  • Strong communication, analytical, and organizational skills.
  • Proficiency with project management tools (MS Project, Smartsheet, or similar).
  • PMP certification
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