Finance Project Lead

Russell Tobin
June 24, 2022
Culver City, CA
Job Type


The Services and Infrastructure Finance team at a global technology firm is seeking an experienced project lead to support global product development, new business opportunities, business and geographic expansions and other platform initiatives. The role includes the ability to prepare appropriate project documents, effectively and clearly communicate project status, manage project risk and provide post launch support.

This role requires substantial cross-functional interaction with the S&I Finance team, Product Marketing, Engineering, Project Management, Shared Services (GBS), Global Finance Projects, Tax, Legal, Treasury and other corporate finance teams, and business counterparts in other parts of the company.


  • Participate on S&I project teams and coordinate with SMEs across the company to achieve Services business, Finance, and Corporate objectives.
  • Internally manage and facilitate the Project Life Cycle phases for each project.
  • Define, communicate, and document project and product requirements: Business Requirements Document (BRD), Accounting Flows, User Acceptance Test Scripts (UAT), etc.
  • Define, oversee and manage master data elements for customers, vendors, products, GL, and reporting hierarchies.


  • Minimum 5 years + experience in tech project accounting/finance management and reporting
  • Experience and understanding of the full business cycle from customer purchase, procurement, and financial reporting.
  • Experience in project management (PLC) and project documentation.
  • Excellent written and verbal communication skills.
  • Strong prioritization skills with ability to manage multiple projects simultaneously.
  • Self-motivated, driven individual who is comfortable working in a global, high-pressure and rapidly evolving business environment.
  • Ability to think strategically on critical business issues, and to simultaneously act tactically to execute against them.
  • Strong team orientation and collaborative style. Flexible attitude and an ability to get involved in the details while maintaining a wider view.
  • Excellent process management, planning and organizational skills. Resilient and determined to ensure projects and deliverables are achieved.
  • Ability to challenge and debate issues of importance and to identify the best possible outcome for customers and partners.
  • BS degree required or equivalent practical experience within accounting, finance, and general business processes.
  • Experience with building financial models to track forecast, actuals and accruals.
  • Skilled in building excel models, proficiency in other reporting tools is a plus
  • Proactive thinker who is able to prioritize and manage multiple projects and deadlines
  • Detail oriented and strong organizational, collaboration, problem solving and communication skills
  • Must have good experience with excel
  • Prior vendor management exposure
  • Tableau is nice to have but not required
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