Finance Project Manager

Job Description

Company

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Ategrity Specialty Insurance Company specializes in property, casualty, management liability, and professional liability insurance, with a strong emphasis on the excess and surplus (E&S) lines market. We partner with brokers and wholesale agents across the U.S. to deliver thoughtful insurance solutions for small and medium-sized enterprises. Our goal is to lead the E&S market through technical excellence, product innovation, and a culture that values precision, collaboration, and integrity.

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Position: Project Manager – Finance Initiatives

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Location: Candidate must live in the states of NY-NJ-CT and be able to commute to our office in Midtown NYC

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Function

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As the Project Manager supporting Finance initiatives you will be responsible for leading cross-functional teams through the ERP system implementation and other Finance-driven projects, ensuring timely delivery and seamless integration with existing systems. You will report to the Head of the Project Management Office (PMO) and collaborate closely with Finance leadership.

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Key Responsibilities

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• Project Management: Lead Finance and ERP projects with strong leadership and organizational skills. Manage competing priorities, project timelines, budgets, and resources.
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• Requirements Gathering: Collaborate with Finance stakeholders to understand business needs. Translate those needs into detailed business requirements, process flows, and user stories, ensuring ERP functionality aligns with financial operations.
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• Documentation: Develop and maintain comprehensive project documentation including specifications, workflows, process maps, wireframes, and functional designs tailored for Finance systems.
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• Stakeholder Liaison: Serve as the primary point of contact between Finance, IT, vendors, and other departments. Facilitate clear communication and alignment across all project stakeholders.
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• Process Analysis: Analyze current financial processes and identify opportunities for process improvement and automation within the ERP and other Finance systems.
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• Project Support: Oversee system testing, develop test plans, assist with quality assurance, monitor resource allocation, and proactively manage project risks and issues.
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• Communication: Present project updates and financial impact analyses to stakeholders and leadership. Resolve conflicts and negotiate solutions that support both technical feasibility and financial integrity.
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• Change Management: Lead change management efforts including end-user training, adoption strategies, and support for new ERP functionalities and finance process enhancements.
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Qualifications/Requirements:

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• Analytical Skills: Strong ability to analyze financial data and operational processes, translating them into actionable project requirements.
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• Communication: Excellent communication skills with the ability to engage and influence Finance, IT, and executive leadership.
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• Technical Understanding: Solid knowledge of Finance operations, ERP systems, business analysis, and project management principles. Experience managing ERP implementations (e.g., Oracle, SAP, Workday, NetSuite, etc.) is highly preferred.
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• Problem-Solving: Demonstrated ability to anticipate challenges, develop strategic solutions, and drive consensus among diverse stakeholders.
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• Technical Skills: Proficiency in Azure DevOps, Microsoft Visio, MS Project, Microsoft Teams, and ERP reporting tools.
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• Location: Candidate must live in the states of NY-NJ-CT and be able to commute to our office in Midtown NYC
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Preferred Qualifications:

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• Education: Degree in Finance, Accounting, Business Administration, Computer Science, or a related field.
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• Industry Knowledge: 5+ years of project management experience with at least 3 years focused on Finance system implementations or ERP deployments.
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• Certifications: PMP, Certified Scrum Master, Product Owner, or ERP-specific certifications are a plus.
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• Tools: Familiarity with ERP systems, JIRA, Confluence, Azure Board, MS Planner, MS Project, or similar project management and collaboration tools.
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Benefits:

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• Competitive salary commensurate with experience
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• Comprehensive benefits package including medical, dental, and vision coverage
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• 401(k) retirement savings plan with employer match
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• Paid time off and company holidays
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• Professional development opportunities
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• Collaborative and inclusive work environment with opportunities for career growth and advancement
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Ategrity Specialty Insurance Company is an equal opportunity employer and values diversity in the workplace. We encourage candidates from all backgrounds to apply.

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