Project Manager – Coupa/Banking needed to lead automation and invoice processing initiatives for a top financial client.
Responsibilities
Plan, execute, control, and close out projects or work packages, ensuring delivery within scope, schedule, and budget. Collaborate with business partners to gather, validate, and document requirements; facilitate discussions on solution design. Maintain comprehensive project documentation, including plans, status reports, meeting minutes, and change requests; provide regular updates to management. Identify opportunities for process improvement; recommend process changes to enhance operational efficiency and ensure compliance with organizational policies and standards. Analyze project risks and issues; develop mitigation strategies and support decision-making to keep initiatives on track. Support operational initiatives beyond project scope as needed. Interact with cross-functional teams (business, technology, third parties, and contingent workers) at various organizational levels to gather requirements and obtain necessary approvals. Ensure all activities comply with relevant organizational policies, standards, and controls. Make recommendations for process enhancements to improve operational efficiency and effectiveness.
Requirements
5+ years of experience in business analysis and project management within financial services. Solid stakeholder management skills spanning multiple years. Excellent written and verbal communication abilities, capable of conveying complex information clearly and professionally. Proven collaboration skills within cross-functional teams, respecting diverse points of view. Ability to influence stakeholders effectively without direct authority. Highly organized, detail-oriented, and capable of managing multiple projects simultaneously with strong time management skills. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), Microsoft Project, Teams, and SharePoint. Nice to Have: Coupa experience, familiarity with Procure-to-Pay processes, invoicing and procurement background, experience working in similar financial institutions or banking environments, knowledge of Jira and Confluence.
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