Project Financial Services Manager

2 days ago


New York, New York, United States Tandym Group Full time

A leading financial services organization, Tandym Group, is seeking an experienced professional to join their team as a Project Financial Services Manager. As a key member of the financial services team, the Project Financial Services Manager will be responsible for providing financial management and organizational support to the company's projects.

  • Key Responsibilities:
  • Develop and maintain a detailed financial plan and strategy for complex projects, considering funding preferences and constraints.
  • Prepare and analyze financial reports, ensuring accuracy and compliance with financial regulations.
  • Interpret financial agreements and contracts, ensuring compliance with terms and conditions.
  • Determine the correct allocation of expenses to funding sources.
  • Collaborate with project teams, financial departments, and external stakeholders to resolve financial issues.
  • Perform financial analysis to support financial planning and decision-making.
  • Monitor project spending, compliance, and potential budget modifications or extensions.
  • Prepare budget modifications for submission to funders.
  • Develop and lead financial planning and budgeting processes.
  • Identify and report financial risks and opportunities.
  • Build relationships with leadership, project teams, and financial departments.
  • Contribute to the development of a financial services culture that emphasizes collaboration, contribution, and positive relationship-building.

Requirements:

  • 6+ years of experience in financial services, project management, or a related field.
  • Bachelor's degree in a related field.
  • Experience in financial planning, budgeting, and analysis.
  • Strong understanding of financial regulations, compliance, and risk management.
  • Excellent analytical, problem-solving, and communication skills.
  • Proficient in Microsoft Excel and other financial software.

Desired Skills:

  • Experience with automated accounting and budgeting systems.


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