Lead Project Manager – Financial System Implementation

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary project representative for the client on a daily basis and serve as the main coordination point.

• Create, manage, and implement the comprehensive project management plan, including the schedule, milestones, resource allocation, governance framework, and reporting frequency.

• Direct project governance, steering committees, working teams, decision-making, escalation, and change control procedures.

• Keep track of project risks, assumptions, issues, dependencies, decisions, actions, and change requests.

• Compile executive-level status reports that summarize project health, schedule deviations, risks, issues, dependencies, decisions, and corrective measures.

• Manage business process evaluations, requirements verification, system setup, data migration, testing, training, cutover, go-live, and stabilization activities.

• Supervise vendor performance, plans, deliverables, timelines, risks, and quality as per requirements and contractual obligations.

• Facilitate decision-making and develop recommendations for deliverables, changes, and crucial project decisions.

• Lead the planning of integrated readiness and cutover, providing recommendations for go-live.

• Oversee post-go-live stabilization, issue resolution, system performance, user adoption, support transition, and ongoing improvements.

• Generate and conduct quality reviews of client-facing deliverables, meeting materials, status reports, decision documents, and escalation communications.

• Collaborate with project management, data, technical, business process, testing, organizational change management, training, and housing finance teams.

• Assist in business development, proposal creation, client presentations, opportunity management, team capability enhancement, vendor relationships, conferences, blog writing, and meetings with prospective clients.

⛳️ Requirements

• Minimum of five years of experience in leading complex enterprise software implementations, modernization, or systems integration projects.

• Proven experience working with or within Housing Finance Agencies.

• Experience in a client-side, owner-side, project management office, program management, or independent oversight capacity.

• Strong understanding of project governance, integrated planning, schedule management, change control, risk and issue management, dependency tracking, decision management, and executive reporting.

• Experience in coordinating business process reviews, requirements validation, data migration, system integration, testing, user acceptance testing, training, deployment readiness, cutover, go-live, and post-go-live stabilization.

• Ability to evaluate vendor performance, spot delivery discrepancies, and communicate practical corrective actions.

• Skills in leading meetings, facilitating decisions, managing competing priorities, and ensuring progress across multiple workstreams.

• Excellent written and verbal communication skills, including the ability to create client-facing status reports, governance materials, decision documents, and executive communications.

• Demonstrated critical thinking, organizational, problem-solving, self-management, and relationship-building abilities.

• Proficiency in Microsoft 365 applications and project planning, collaboration, reporting, and presentation tools.

• PMI Project Management Professional certification (PMP) is preferred.

• Experience with housing finance agencies, housing departments, public housing authorities, mortgage or loan servicing organizations, or similar public-sector financial programs is preferred.

• Experience in implementing enterprise systems for accounting, lending, loan servicing, single-family programs, multifamily programs, affordable housing, grants, compliance, or financial reporting is preferred.

• Experience overseeing data migration, data governance, system integration, reconciliation, testing, and regulatory or internal control requirements is preferred.

• Experience in developing or reviewing project artifacts for regulated environments, including financial controls, data security, auditability, and compliance documentation is preferred.

🏝️ Benefits

• Eligible employees have access to benefits that promote physical, mental, career, social, and financial well-being.

• Reasonable accommodations are available for the job application, interview process, and essential job functions.

• A culture focused on learning, development, and well-being.

• An equal employment opportunity workplace.