Finance Project Manager

Ategrity Specialty Insurance Company; New York (NY); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

401(k) retirement savings with match

Medical, dental, vision insurance

Paid time off and holidays

Competitive salary

Job summary

Ategrity Specialty Insurance Company seeks a Project Manager – Finance Initiatives to lead cross-functional teams through ERP implementations and finance-driven projects, reporting to the Head of the PMO and collaborating with Finance leadership for timely delivery and seamless integration with existing systems.

Strong analytical, communication, and change-management skills are required, with experience in ERP deployments (Oracle, SAP, Workday, NetSuite).

Qualifications

• Analytical mindset for financial data and processes.
• Translate business needs into clear requirements and designs.
• Ability to translate requirements into ERP configurations.

Responsibilities

• Lead Finance and ERP projects with strong leadership, timelines, budgets, and resources.
• Collaborate with Finance stakeholders to define business needs and translate into detailed requirements.
• Develop and maintain project docs including specifications, workflows, and designs for Finance systems.
• Facilitate communication between Finance, IT, vendors and departments.
• Analyze current financial processes for improvement opportunities within ERP and other Finance systems.
• Oversee system testing, test plans, QA support, and risk mitigation.
• Present updates and financial analyses to stakeholders and leadership.
• Lead change management including end-user training and adoption of new ERP features.

Skills

Analytical Skills

Communication

Technical Understanding

Problem-Solving

Technical Skills

Education

Finance/Accounting/Business Admin/CS degree

Tools

Azure DevOps

Microsoft Visio

MS Project

Microsoft Teams

ERP reporting tools

Job description

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.

Position:

Project Manager – Finance Initiatives

Location:

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

Function

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.

Key Responsibilities

• Project Management: Lead Finance and ERP projects with strong leadership and organizational skills. Manage competing priorities, project timelines, budgets, and resources.
• 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.
• Documentation: Develop and maintain comprehensive project documentation including specifications, workflows, process maps, wireframes, and functional designs tailored for Finance systems.
• 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.
• Process Analysis: Analyze current financial processes and identify opportunities for process improvement and automation within the ERP and other Finance systems.
• Project Support: Oversee system testing, develop test plans, assist with quality assurance, monitor resource allocation, and proactively manage project risks and issues.
• 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.
• Change Management: Lead change management efforts including end-user training, adoption strategies, and support for new ERP functionalities and finance process enhancements.

Qualifications/Requirements:

• Analytical Skills: Strong ability to analyze financial data and operational processes, translating them into actionable project requirements.
• Communication: Excellent communication skills with the ability to engage and influence Finance, IT, and executive leadership.
• 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.
• Problem-Solving: Demonstrated ability to anticipate challenges, develop strategic solutions, and drive consensus among diverse stakeholders.
• Technical Skills: Proficiency in Azure DevOps, Microsoft Visio, MS Project, Microsoft Teams, and ERP reporting tools.
• Location: Candidate must live in the states of NY-NJ-CT and be able to commute to our office in Midtown NYC

Preferred Qualifications:

• Education: Degree in Finance, Accounting, Business Administration, Computer Science, or a related field.
• Industry Knowledge: 5+ years of project management experience with at least 3 years focused on Finance system implementations or ERP deployments.
• Certifications: PMP, Certified Scrum Master, Product Owner, or ERP-specific certifications are a plus.
• Tools: Familiarity with ERP systems, JIRA, Confluence, Azure Board, MS Planner, MS Project, or similar project management and collaboration tools.
• Competitive salary commensurate with experience
• Comprehensive benefits package including medical, dental, and vision coverage
• 401(k) retirement savings plan with employer match
• Paid time off and company holidays
• Collaborative and inclusive work environment with opportunities for career growth and advancement

Ategrity Specialty Insurance Company is an equal opportunity employer and values diversity in the workplace. We encourage candidates from all backgrounds to apply.