Job Description

Kaeppel Consulting is seeking an experienced Finance Project Manager to support one of our clients in the insurance industry. This role will lead medium-to-large finance projects, analyze business processes, and deliver actionable insights to drive efficiency, compliance, and improved financial outcomes. This will be a temporary, onsite position in Erie, PA.

• Plans, monitors and leads medium-to-large projects of moderate-to-high complexity from initiation through completion.
• Utilizes an intermediate understanding of the project lifecycle to prepare, analyze and maintain detailed project work plans and schedules using project-planning tools and client's guidelines.
• Defines, develops and provides information to drive the decision-making process and support business operations.
• Develops and delivers reports to key stakeholders summarizing objectives, deliverables, status and metrics.
• Schedules meetings, prepares agendas and ensures meeting minutes are prepared.
• Identifies opportunities to improve business processes.  Recommends effective, efficient solutions that increase ease of doing business.
• Leads and supports initiative development, including socializing ideas to key stakeholders.
• Assists with the execution of business improvement initiatives by providing business and technical subject matter expertise to project team. Ensures issue resolution and communicates resolutions to the work teams.
• Creates and drives change management plans to support the successful adoption of processes and technologies
• Helps define clear measurable problem statements with process and data analysis.
• Tracks key baseline metrics to measure progress of engagements for benefits realization management
• Regularly develops and facilitates presentations and workshops for key stakeholders and business leaders.
• Develops actionable and appropriate people, process, and technology improvement recommendations.
• Anticipates problems and develops mitigations as needed.

• Bachelor’s degree in Finance, Business, Accounting, or related field.
• 5+ years of project management experience, preferably in finance or insurance.
• Strong communication, analytical, and organizational skills.
• Proficiency with project management tools (MS Project, Smartsheet, or similar).
• PMP certification

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