Opens LinkedIn
- Employment type
- Contract
- Experience level
- Senior · 8+ years
- Minimum education
- Bachelor’s degree
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Mid-Senior level
- Application method
- Direct apply is available
Job summary
Lead multiple finance and tax transformation projects from planning through delivery, coordinating cross-functional teams and stakeholders. Optimize finance processes, manage project governance and risks, and report on performance and outcomes to senior leadership.
Job details
Finance & Tax Transformation Project Manager Location: Montreal, QC (Hybrid/Onsite) Duration: 12-Month Contract (Potential Extension) Position Overview We are seeking an experienced Finance & Tax Transformation Project Manager to lead strategic finance transformation, process optimization, and continuous improvement initiatives within a complex financial services environment. This role will drive a portfolio of projects focused on enhancing finance and tax operations, improving efficiencies, streamlining processes, and supporting digital transformation initiatives. The successful candidate will collaborate with Finance, Tax, Technology, PMO, and business stakeholders across multiple regions, ensuring the successful delivery of projects that improve operational effectiveness, reduce risk, and support evolving business and regulatory requirements. Key Responsibilities Project & Transformation Leadership Lead multiple Finance and Tax transformation, process improvement, and digital initiatives simultaneously. Manage end-to-end project delivery, including planning, execution, monitoring, reporting, and stakeholder communication. Drive finance process optimization and standardization initiatives across various business functions. Coordinate cross-functional teams to ensure timely and high-quality project execution. Facilitate workshops, project meetings, steering committees, and stakeholder reviews. Continuous Improvement & Process Optimization Conduct end-to-end reviews of finance and accounting processes to identify improvement opportunities. Develop and implement process enhancements that increase efficiency, strengthen controls, and reduce operational risk. Promote continuous improvement methodologies and best practices across finance operations. Support digital transformation programs and automation initiatives. Project Governance & Risk Management Develop detailed project plans, milestones, budgets, timelines, KPIs, and success metrics. Identify project risks, dependencies, and critical path activities. Create mitigation strategies and manage project issues through resolution. Ensure adherence to project management standards, governance frameworks, and documentation requirements. Stakeholder Management Partner with Finance, Accounting, Tax, PMO, Technology, and business teams to align project objectives. Present project updates, business cases, risks, and recommendations to senior leadership. Manage stakeholder expectations and foster collaboration across geographically dispersed teams. Translate complex business and operational requirements into actionable project deliverables. Reporting & Analysis Monitor project performance through metrics and reporting. Prepare executive-level status reports, dashboards, and financial performance summaries. Measure project outcomes against established objectives and business goals. Required Qualifications Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field. 8+ years of experience in Project Management, Finance Transformation, Process Improvement, or Consulting roles. Experience within Banking, Capital Markets, Financial Services, Asset Management, Insurance, or Large Corporate Finance environments. Strong knowledge of project management methodologies and frameworks. Proven experience delivering finance transformation and continuous improvement initiatives. Demonstrated ability to manage multiple projects and stakeholders simultaneously. Strong analytical, problem-solving, and organizational skills. Excellent verbal and written communication skills. Advanced proficiency with Microsoft Excel, PowerPoint, Word, and project management tools. Preferred Qualifications PMP, Scrum Master, Agile, Lean Six Sigma, or related certifications. Background in Finance, Accounting, or Financial Reporting functions. Consulting experience with a major consulting firm or financial institution. Experience supporting digital transformation, automation, or process redesign initiatives. Exposure to global or multi-regional project environments. Strong understanding of finance operations, controls, and regulatory requirements.
What you’ll do
Lead multiple finance and tax transformation projects from planning through delivery, coordinating cross-functional teams and stakeholders. Optimize finance processes, manage project governance and risks, and report on performance and outcomes to senior leadership.
Requirements
A bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field and at least eight years of relevant project management, finance transformation, process improvement, or consulting experience are required. Candidates should have financial services or large corporate finance experience, strong project delivery and stakeholder management skills, and advanced proficiency with Microsoft Office and project management tools.
Listed skills
- Continuous Improvement · Preferred
- Process Optimization · Preferred
- Microsoft Excel · Preferred
- Risk Management · Preferred
- Agile · Preferred
- Microsoft Word · Preferred
- Financial analysis · Preferred
- Project management · Preferred
- Process Improvement · Preferred
- Stakeholder Management · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Project Management
- Finance Transformation
- Tax Transformation
- Process Improvement
- Process Optimization
- Digital Transformation
- Stakeholder Management
- Project Governance
- Risk Management
- Financial Analysis
- Continuous Improvement
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Agile
- Lean Six Sigma
Job areas
- Finance & Accounting
- Management & Leadership
- Consulting
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