Project Manager – Financial Reporting & 1099 Compliance

BravoTECH; Dallas (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

BravoTECH is seeking an experienced Project Manager to lead a high-visibility annual 1099 reporting initiative across 70+ business units, Finance, Tax, and Technology. This hands-on leadership role requires ownership, accountability, and the ability to move multiple workstreams toward critical deadlines.

The project involves data collection, validation, reconciliation, and coordination with external partners.

Qualifications

• 5+ years of PM experience in financial, compliance, or reporting initiatives.
• Proven ability to lead cross-functional projects with multiple units and deadlines.
• Strong scheduling, risk, issue resolution, escalation, and accountability.
• Hands-on data validation, reconciliation, and data-quality remediation.
• Experience with large spreadsheet data and Excel analysis.

Responsibilities

• Lead the annual 1099 reporting project from planning to closeout.
• Develop schedules, milestones, dependencies, risks, and escalation plans.
• Coordinate activities across 70+ business units and external vendors.
• Ensure data quality, resolve reporting issues, and drive on-time filings.
• Lead project meetings and provide progress updates to leadership.

Skills

Project leadership

Stakeholder management

Cross-functional collaboration

Communication skills

Problem solving

Multitasking

Time management

Data-driven decision making

Education

Bachelor's degree in Business/Finance/Accounting/Information Systems/PM

Tools

Excel

Smartsheet

Power Query

Oracle Fusion Financials

NetSuite

Workday

SharePoint Online

Microsoft Copilot

Job description

Contract: November 2, 2026 – March 1, 2027 (possibility of extension)
Work Arrangement: Must be 5 days onsite
Lead a High-Visibility Financial Reporting Initiative
We are seeking an experienced, results-driven Project Manager to lead a large-scale annual 1099 reporting initiative involving more than 70 business units, multiple internal teams, and external reporting partners.
This is a hands-on project leadership role for someone who takes ownership, drives accountability, and keeps complex initiatives moving toward critical deadlines. You'll coordinate financial data collection, manage competing priorities, resolve reporting issues, and ensure the organization is prepared for accurate and timely year-end filings.
The reporting systems and processes are already established. Success will depend on your ability to organize stakeholders, proactively follow up on deliverables, resolve obstacles, and personally assist with data validation and reconciliation when needed.
Key Responsibilities
Lead the annual 1099 reporting project from planning and data collection through filing, corrections, and closeout.
Develop and manage project schedules, milestones, dependencies, deliverables, risks, and escalation plans.
Coordinate activities across 70+ business units, Finance, Tax, Technology, Operations, and external vendors.
Establish clear ownership, deadlines, communication expectations, and accountability across participating teams.
Proactively follow up with business stakeholders to obtain missing information, resolve outstanding issues, and prevent delays.
Coordinate the collection and validation of approximately 70–90 spreadsheets containing financial reporting data.
Work hands‑on with Excel to review data, investigate discrepancies, track errors, and support reconciliation efforts.
Partner with business units and financial reporting teams to resolve data‑quality issues and reporting exceptions.
Lead project meetings, track decisions and action items, and provide clear progress updates to leadership.
Monitor filing readiness, identify risks to critical deadlines, and coordinate corrective actions.
Support post‑filing corrections and recommend improvements to future reporting cycles.
Required Qualifications

• Must be able to work onsite 5 days a week
• 5+ years of project management experience, preferably supporting complex financial, compliance, reporting, or business operations initiatives.
• Proven experience independently leading cross-functional projects involving multiple business units, stakeholders, and strict deadlines.
• Strong project management skills across scheduling, milestone tracking, risk management, issue resolution, escalation, and stakeholder accountability.
• Demonstrated ability to proactively drive deliverables, follow up with stakeholders, and resolve obstacles without extensive direction.
• Experience supporting financial, operational, or compliance reporting processes.
• Hands‑on experience with data validation, reconciliation, error tracking, or data‑quality remediation.
• Strong Microsoft Excel skills, including reviewing, organising, and analysing large volumes of spreadsheet-based information.
• Ability and willingness to work directly with reporting data while maintaining overall project leadership responsibilities
• Excellent communication, organization, problem-solving, and stakeholder management skills.
• Ability to manage multiple workstreams and competing priorities in a fast-paced, deadline-driven environment.
• Bachelor's degree in Business, Finance, Accounting, Information Systems, Project Management, or equivalent professional experience.

Preferred Qualifications

• Experience managing annual 1099 reporting, tax reporting, or regulatory filing initiatives.
• Background supporting Accounts Payable, Shared Services Finance, financial reporting, or year-end reconciliation.
• Experience coordinating data collection across multiple subsidiaries, business units, or legal entities.
• Advanced Excel skills, including PivotTables, XLOOKUP, Power Query, or comparable data analysis capabilities.
• Experience with Oracle Fusion Financials, NetSuite, Workday, or similar enterprise financial systems.
• Familiarity with Microsoft Copilot, Claude, or AI-assisted data analysis tools.
• Experience coordinating external reporting vendors.
• Experience with Smartsheet, SharePoint Online, Microsoft Project, or similar collaboration tools.
• PMP or comparable project management certification.

Why Join Us?
This is an opportunity to take ownership of a high-impact, business-critical financial reporting initiative where your project leadership will make an immediate difference.
You'll work closely with business and technology leaders, bring structure to a complex reporting process, and help ensure accurate, timely compliance across a large enterprise organization.