Finance Product Manager

Russell Tobin & Associates
October 18, 2020
San Jose, CA
Job Type


As a key contributor to the Business Performance & Continuous Improvement (BPCI) team within the Global Controllership, the Finance Project Manager will ensure that the highest priority projects in the Global Controllership are executed on time, within budget and achieve the desired business objectives. The Finance Project Manager will drive project management and business change management services around continuous improvement, business performance analytics, and mergers & acquisitions (M&A) integrations. This person will focus on creating and implementing a change management strategy to ensure that the client’s M&A integrations include an internal and external stakeholder communication plan, job shadowing program to ensure all impacted teams are successful with the transition, and training on client’s internal systems and processes. These improvements will add benefit realization and value creation to business processes, system improvements, and to initiatives that impact the people side of change.

A critical part of this role will be as a Finance IT Product Manager, which will involve working with senior leaders and executives across client’s Finance and IT Organization to create a 12-18-month Finance IT technology roadmap. The Finance IT technology roadmap will identify strategic business priorities within Finance, form a business strategy statement to justify each project’s priority, identify the business value for each project and provide an estimated cost, duration, and other critical ROIs.

Develop and execute an end-to-end project management plan for high priority initiatives within the Global Controllership Organization. Collect business and technical requirements, create a project plan, and continuously monitor the project to ensure that the desired business objectives and key KPIs are met.

Drive business change management for continuous improvement initiatives by creating communications such as e-mail, video, newsletters, and social media awareness campaigns; facilitating in-person training and creating video training content; proactively identifying areas of resistance and executing a plan to ensure that all impacted people are successful with the change.

Create a business change management strategy for mergers and acquisition (M&A) integrations including an internal and external communication plan, facilitating a job shadowing program to ensure client and the target company employees understand the systems and processes and to create and maintain a central repository for all data that is shared by all impacted stakeholders.

Work with senior business leaders and executives across the Finance and IT Organization to develop a technology roadmap that identifies key strategic business priorities over the next 12-18 months.

Proactively iterate on the existing project management, business change management, M&A integration frameworks and processes. Administer these changes to ensure that the BPCI team continues to successfully support the innovation and operational efficiency of systems and processes across the Global Controllership Organization.

Develop reports and metrics to measure the effectiveness of the system, process, and people facing changes and properly communicate the benefits realization and ROI metrics to all impacted stakeholders.


Excellent listening, public speaking, written and verbal communication skills.

A demonstrated ability to present project results to senior executives and business leaders and influence business stakeholders.

Experience delivering presentations to executive level sponsors.

An ability to understand an organizations strategic direction and translate business strategy into a technology IT roadmap.

Flexible, adaptable and the desire to pursue additional project management education and certification in business change management.

A demonstrated knowledge in Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Teams and Microsoft SharePoint.

Experience driving projects independently with minimal supervision.

A positive attitude, sense of humor and desire to help others succeed.


Bachelors required MBA preferred with a minimum of 5 years of experience in Finance project execution or business change management.

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