Strategic Project Management Analyst – Cross-Functional Lead

Jobtailor

New York (NY)

On-site

USD 110,000 - 150,000

Full time

4 days ago
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Job summary

Jobtailor in New York, NY seeks a Senior Project Manager to lead cross-functional project teams and drive mid-sized initiatives from planning through post-rollout review. You will analyze performance data, maintain dashboards, and partner across Product, Technology, Operations, Sales, and Finance to deliver measurable outcomes.

You should have 5+ years in project management, PMP/Agile certification preferred, and experience in financial services or fintech.

Qualifications

  • 5+ years of experience in project management, program coordination, business operations, or a related field.
  • 4+ years coordinating cross-functional projects and stakeholder activities, managing multiple priorities, tracking commitments and performance.
  • Bachelor’s degree required in a related field.
  • PMP/ Agile/ Lean certifications preferred.
  • Experience in financial services, payments, fintech, or another regulated industry preferred.
  • Familiarity with Salesforce, Power BI, Tableau, Jira, Smartsheet, Microsoft Project or similar tools is a plus.

Responsibilities

  • Lead and coordinate activities of project teams for mid-sized projects.
  • Maintain project plans, timelines, milestones, dependencies, and action item trackers for C2B initiatives.
  • Coordinate meetings, document decisions, communicate project updates, monitor progress, and elevate risks, issues, and delays.
  • Assist with status reports, executive updates, and project documentation.
  • Improve project management processes, tools, and operating procedures.
  • Support dashboards, scorecards, and performance reports.
  • Gather, validate, and analyze business performance data and identify trends and key observations.
  • Prepare monthly and quarterly business review materials and monitor key performance indicators.
  • Support analysis of pricing, adoption, operational performance, business goals, and stakeholder commitments.
  • Develop familiarity with the C2B product portfolio, customer journeys, and operational processes.
  • Research competitors, industry trends, customer needs, and market developments.
  • Analyze customer feedback and operational insights and identify process inefficiencies, customer pain points, and product enhancement or business case opportunities.
  • Partner across Product, Technology, Operations, Sales, Marketing, Finance, Risk, and Compliance.
  • Facilitate collaboration, clarify expectations, and provide organized updates and recommendations.
  • Support project governance, documentation, reporting discipline, and knowledge management.
  • Capture lessons learned and recommend improvements to tools and operating procedures.

Skills

Project Management
Cross-Functional Coordination
Agile Methodologies
PM Certification (PMP)
Financial Services Knowledge
Salesforce
Power BI
Tableau
Jira
Smartsheet
Microsoft Project
Stakeholder Management
Process Improvement

Education

Bachelor’s degree in Business/Finance/Economics/Technology/PM

Tools

Salesforce
Power BI
Tableau
Jira
Smartsheet
Microsoft Project

Job description

Jobtailor in New York, NY seeks a Senior Project Manager to lead cross-functional project teams and drive mid-sized initiatives from planning through post-rollout review. You will analyze performance data, maintain dashboards, and partner across Product, Technology, Operations, Sales, and Finance to deliver measurable outcomes.

You should have 5+ years in project management, PMP/Agile certification preferred, and experience in financial services or fintech.

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