Finance Project Manager

dfwHR; Dallas (TX); On-site; USD 90,000 - 145,000; Full time

Benefits offered by this job

Medical

Dental

Vision

PTO

Job summary

dfwHR seeks a Finance Project Manager on a contract basis to lead the annual 1099 reporting program. You will coordinate across finance, technology, tax, and operations, managing timelines, risks, and filing readiness for an enterprise-wide initiative.

The role requires 7+ years of PM experience, strong governance and communication skills, and proficiency with MS Office and project-management tools. Contract is approximately four months and involves collaboration with external vendors.

Qualifications

• Bachelor’s degree or equivalent professional experience in a related field.
• 7+ years of project management experience leading complex, cross-functional initiatives.
• Experience managing enterprise-wide projects with multiple stakeholders and vendors.
• Knowledge of project management governance, risk, issue resolution, and change control.
• Experience developing integrated project plans, milestones, resources, and executive reporting.
• Ability to drive accountability and deliver results in deadline-driven environments.
• Strong communication, facilitation, and stakeholder-management skills.

Responsibilities

• Lead planning, execution, monitoring, and delivery of the annual 1099 reporting program.
• Develop and maintain project plans, timelines, milestones, and critical-path activities.
• Coordinate cross-functional activities across finance, technology, tax, operations, vendors, and business units.
• Establish governance, communication protocols, escalation paths, and reporting standards.
• Facilitate meetings, status reviews, and stakeholder discussions to maintain alignment.
• Identify risks, issues, dependencies, and action items; drive remediation.
• Communicate requirements and deadlines to participating units; ensure readiness.
• Coordinate testing cycles, vendor file exchanges, and filing readiness reviews.
• Produce executive status reports and milestone updates; escalate as needed.
• Identify opportunities to strengthen governance and efficiency.
• Lead post-filing reviews and continuous-improvement initiatives.

Skills

Project planning

Cross-functional leadership

Stakeholder communication

Risk management

Governance

Data validation

Process improvement

Executive reporting

Education

Bachelor’s degree in business, finance, accounting, information systems, project management, or related field

Tools

Excel

PowerPoint

Word

Smartsheet

SharePoint Online

Oracle Fusion

NetSuite

Workday

Job description

Finance Project Manager Our client is seeking an experienced 1099 Project Manager on a contract basis to lead the planning, coordination, and execution of an enterprise-wide annual 1099 reporting program. This individual will serve as the central point of coordination across finance, technology, tax, operations, external vendors, and approximately 70 reporting business units to ensure accurate, timely, and compliant reporting and filing. This is approximately a 4-month contract. The ideal candidate is a highly organized, proactive project leader with experience managing complex, cross-functional initiatives in deadline-driven environments. This role will oversee project governance, timelines, dependencies, stakeholder communications, testing, issue resolution, and filing readiness while driving accountability and identifying opportunities for process improvement.

Finance Project Manager Responsibilities

• Lead the planning, execution, monitoring, and delivery of the annual 1099 reporting program.
• Develop and maintain comprehensive project plans, timelines, milestones, dependencies, and critical-path activities to meet required filing deadlines.
• Coordinate cross-functional activities among finance, technology, tax, operations, external vendors, and multiple reporting business units.
• Establish project governance, communication protocols, escalation paths, issue-management processes, and reporting standards.
• Facilitate project meetings, working sessions, status reviews, and stakeholder discussions to maintain alignment and accountability.
• Identify, document, monitor, and resolve project risks, issues, decisions, dependencies, and action items.
• Communicate reporting requirements, deadlines, responsibilities, and deliverables to participating business units.
• Monitor system, data, testing, and filing readiness while proactively addressing risks that could affect project milestones.
• Partner with business analysts, finance, technology, and operational stakeholders to coordinate requirements, data validation, testing, defect resolution, and production activities.
• Coordinate testing cycles, vendor file exchanges, filing-readiness reviews, production submissions, corrections, and final filing activities.
• Drive resolution of data-quality concerns, process gaps, and outstanding dependencies, escalating issues as appropriate.
• Prepare executive-level status reports, milestone updates, risk assessments, decision requests, and filing-readiness summaries.
• Provide leadership with regular updates on project progress, risks, decisions, and required actions.
• Identify opportunities to strengthen project governance, internal controls, procedures, stakeholder engagement, and reporting efficiency.
• Lead post-filing reviews, lessons-learned sessions, and continuous-improvement initiatives.

Finance Project Manager Requirements

• Bachelor's degree in business, finance, accounting, information systems, project management, or a related field; equivalent professional experience will be considered.
• At least 7 years of project management experience leading complex, cross-functional business and technology initiatives.
• Demonstrated success managing enterprise-wide projects involving multiple stakeholders, business units, and external vendors.
• Strong understanding of project management methodologies, governance, risk management, issue resolution, and change control.
• Experience developing and managing integrated project plans, milestones, dependencies, resources, and executive-level reporting.
• Ability to drive accountability and deliver results in a deadline-driven environment.
• Excellent communication, facilitation, and stakeholder-management skills, including the ability to influence stakeholders at all organizational levels.
• Experience coordinating testing, implementation, production deployment, and business-readiness activities.
• Exceptional organizational and problem-solving skills, with the ability to manage multiple priorities and workstreams simultaneously.
• Self-directed leadership style with the ability to work independently while fostering collaboration across diverse teams.
• Advanced Microsoft Office skills, particularly Excel, PowerPoint, and Word, along with experience using project-management tools.

Finance Project Manager Preferred Qualifications

• Experience managing 1099 reporting and filing programs.
• Background in tax reporting, regulatory compliance, or finance and accounting initiatives.
• Experience with large-scale enterprise projects involving data validation, reporting remediation, or operational transformation.
• Demonstrated vendor management and third-party coordination experience.
• Familiarity with Oracle Fusion, NetSuite, Workday, Smartsheet, SharePoint Online, or similar enterprise platforms.
• PMP certification or an equivalent project management certification.

Key Competencies

• Project planning and execution
• Cross-functional leadership
• Stakeholder communication and engagement
• Risk and issue management
• Governance and accountability
• Data validation and filing readiness
• Process improvement and operational efficiency
• Executive reporting and escalation management

Features and Benefits on Contract

Medical Dental, Vision PTO