Remote Project Manager, Global Finance Service Transition

Planet Pharma Group; California; Hybrid; USD 96,000 - 110,000; Full time

Job summary

Planet Pharma is seeking an experienced Project Manager to lead a global transition of Tax and Accounting services from the current provider to a new provider. You will work closely with Accounting and Tax leadership, coordinating internal stakeholders, the incumbent provider, the incoming provider, and regional teams to plan and execute the transition entity by entity.

This hands‑on role requires strong project management discipline, experience managing complex vendor transitions, and the

Qualifications

• Bachelor’s degree in Business, Accounting, Finance, Project Management, or a related field.
• Ten or more years of project management, program management, consulting, transformation, or PMO experience.
• Demonstrated experience leading complex, cross‑functional initiatives involving internal teams, regional stakeholders, and external providers.
• Experience managing service‑provider transitions, outsourcing initiatives, shared‑services implementations, operating‑model changes, or comparable business transformations.
• Experience coordinating global or multi‑region initiatives with entity‑level requirements and dependencies.
• Strong command of project planning, governance, status reporting, RAID management, decision tracking, and executive updates.
• Working knowledge of Finance and Accounting processes, systems, controls, and reporting requirements.
• Strong facilitation, communication, stakeholder‑management, and follow‑through skills, with the ability to drive decisions and escalate appropriately.
• Ability to operate independently in an ambiguous, fast‑moving environment and work across global time zones when required.

Responsibilities

• Lead planning and execution of a global transition of Tax and Accounting services from the current provider to a new service provider.
• Develop and maintain integrated project plans, timelines, milestones, dependencies, and transition roadmaps.
• Coordinate activities across Accounting, Tax, Treasury, regional teams, and external service providers.
• Manage entity‑by‑entity transition activities from initial planning through cutover and stabilization.
• Establish and maintain governance processes, including status meetings, steering committee updates, RAID logs, action‑item tracking, and decision logs.
• Identify risks, dependencies, resource constraints, and timeline conflicts early and drive mitigation plans to resolution.
• Facilitate working sessions between internal teams and external partners to align scope, responsibilities, deliverables, and timelines.
• Coordinate knowledge‑transfer activities between the incumbent provider, internal teams, and the incoming provider.
• Track transition readiness and ensure required documentation, training, controls, and support processes are in place before go‑live.
• Manage transition issues, escalations, and decision points, ensuring appropriate resolution and leadership visibility.
• Prepare executive‑level communications, project status updates, dashboards, and leadership presentations.
• Coordinate testing, validation, business sign‑off, and cutover activities required for successful service transitions.
• Monitor post‑transition stabilization activities and ensure issues are resolved and ownership is transferred to operational teams.
• Track external providers against project commitments, deliverables, timelines, and expected outcomes.
• Partner with leadership to ensure transition objectives, priorities, and resource needs remain aligned throughout the engagement.
• Build trusted relationships and work effectively across global teams, time zones, cultures, and functional areas.

Education

Bachelor’s degree in Business, Accounting, Finance, Project Management, or a related field

Job description

Pay 70-80/h depending on experience

This company is seeking an experienced Project Manager to lead and coordinate a global transition of Tax and Accounting services from an incumbent external service provider to a new service provider.

Working closely with Accounting and Tax leadership, this role will coordinate internal stakeholders, the incumbent provider, the incoming provider, and regional teams to plan and execute the transition entity by entity. The Project Manager will establish the integrated transition plan, manage dependencies and readiness, coordinate knowledge transfer, track risks and decisions, and ensure that each entity moves through transition in a controlled and transparent manner.

The role will work primarily across Accounting and Tax, with coordination across Treasury and other Finance functions where services, processes, systems, or dependencies overlap. Success will require strong project management discipline, experience managing complex vendor transitions, and the ability to bring structure, accountability, and momentum to a global, cross-functional initiative.

This is a hands‑on position for someone who can independently lead a complex provider‑to‑provider transition, organize multiple parties around a common plan, identify issues early, and diplomatically hold internal and external stakeholders accountable for commitments.

Essential Functions of the Job

• Lead planning and execution of a global transition of Tax and Accounting services from the current provider to a new service provider.
• Develop and maintain integrated project plans, timelines, milestones, dependencies, and transition roadmaps.
• Coordinate activities across Accounting, Tax, Treasury, regional teams, and external service providers.
• Manage entity‑by‑entity transition activities from initial planning through cutover and stabilization.
• Establish and maintain governance processes, including status meetings, steering committee updates, RAID logs, action‑item tracking, and decision logs.
• Identify risks, dependencies, resource constraints, and timeline conflicts early and drive mitigation plans to resolution.
• Facilitate working sessions between internal teams and external partners to align scope, responsibilities, deliverables, and timelines.
• Coordinate knowledge‑transfer activities between the incumbent provider, internal teams, and the incoming provider.
• Track transition readiness and ensure required documentation, training, controls, and support processes are in place before go‑live.
• Manage transition issues, escalations, and decision points, ensuring appropriate resolution and leadership visibility.
• Prepare executive‑level communications, project status updates, dashboards, and leadership presentations.
• Coordinate testing, validation, business sign‑off, and cutover activities required for successful service transitions.
• Monitor post‑transition stabilization activities and ensure issues are resolved and ownership is transferred to operational teams.
• Track external providers against project commitments, deliverables, timelines, and expected outcomes.
• Partner with leadership to ensure transition objectives, priorities, and resource needs remain aligned throughout the engagement.
• Build trusted relationships and work effectively across global teams, time zones, cultures, and functional areas.

What Success Looks Like

• A clear and executable global transition plan is established, with entity‑level scope, sequencing, ownership, milestones, dependencies, and readiness criteria.
• Internal teams, the incumbent provider, and the incoming provider understand their respective responsibilities and are operating against a common plan.
• Accounting, Tax, Treasury, and regional stakeholders have timely visibility into transition status, risks, decisions, and upcoming activities.
• Knowledge transfer and transition deliverables are completed and accepted before services move to the incoming provider.
• Risks, issues, decisions, and cross‑functional dependencies are identified early and actively managed.
• Entity transitions are completed in a controlled manner with minimal disruption to Finance operations.
• Transitioned services move successfully through stabilization and into clearly defined steady‑state ownership.
• Leadership receives concise, reliable, and actionable reporting throughout the engagement.

Education and Experience Required

• Bachelor’s degree in Business, Accounting, Finance, Project Management, or a related field.
• Ten or more years of project management, program management, consulting, transformation, or PMO experience.
• Demonstrated experience leading complex, cross‑functional initiatives involving internal teams, regional stakeholders, and external providers.
• Experience managing service‑provider transitions, outsourcing initiatives, shared‑services implementations, operating‑model changes, or comparable business transformations.
• Experience coordinating global or multi‑region initiatives with entity‑level requirements and dependencies.
• Strong command of project planning, governance, status reporting, RAID management, decision tracking, and executive updates.
• Working knowledge of Finance and Accounting processes, systems, controls, and reporting requirements.
• Strong facilitation, communication, stakeholder‑management, and follow‑through skills, with the ability to drive decisions and escalate appropriately.
• Ability to operate independently in an ambiguous, fast‑moving environment and work across global time zones when required.

Preferred Qualifications

• Experience managing Finance, Accounting, Tax, Treasury, or Global Business Services transitions.
• Experience transitioning services between external providers.
• Familiarity with record‑to‑report, tax compliance, treasury, statutory reporting, or related Finance processes.
• Familiarity with SAP or comparable ERP environments.
• Experience working in a SOX‑regulated or similarly controlled environment.
• Experience coordinating process documentation, knowledge transfer, training, cutover, stabilization, and transition to steady‑state support.
• Familiarity with Smartsheet or similar project and work‑management platforms.
• Experience supporting global organizations with decentralized or regionally varied processes.

PMP, Lean, Six Sigma, or related project management certification