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    15 results for Financial Project Manager in Portsmouth, NH

    Financial Services IT Project Manager <p>One of Robert Half's Fortune 500 banking clients is hiring a Project Manager to support DevOps pipelines, continuous integration & delivery, and paths to green within a financial services team. If you have strong Jira, financial forecasting, and vendor management experience in a global markets environment, apply today!</p><p><br></p><p>The role will be hybrid in either Boston, MA or Princeton, NJ.</p> Project Director - Associate <p><strong>Project Director - Associate</strong></p><p><strong>Position Overview:</strong></p><p> We are seeking a <strong>Project Director - Associate</strong> to join our team and support critical project initiatives within a hybrid work environment. This role is responsible for managing IT project processes, ensuring successful delivery of project artifacts, maintaining governance, and collaborating across multiple stakeholders. The ideal candidate will bring at least 5 years of professional experience, particularly within IT project management in financial services, and have a proven ability to handle ambiguity while delivering results.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Collaborate with the Project Management Practice team to create and publish project artifacts, including but not limited to status reporting, financial tracking, and steering committee updates.</li><li>Build and manage governance and communication frameworks, including recurring meetings and reporting mechanisms.</li><li>Document and maintain risks, assumptions, issues, dependencies, actions, and decisions in a centralized repository.</li><li>Conduct accountability activities to ensure project plans and milestones are being tracked and met by project teams.</li><li>Develop and maintain detailed project plans in alignment with team inputs, ensuring optimal resource allocation and timelines.</li><li>Facilitate issue resolution through escalation and collaboration with appropriate stakeholders.</li><li>Actively participate in and lead portions of project team meetings as needed.</li><li>Represent delivery progress effectively to stakeholders by presenting updates on financial compliance, milestone achievements, and tracking issues.</li></ul><p><br></p> Project Manager/Sr. Consultant <p>We are offering a temporary employment opportunity for a Change Management Consultant. The selected candidate will be tasked with leading and managing the change management process for an enterprise-wide implementation of a Human Capital Management (HCM) system. This role is crucial in aligning people, processes, and technology to capitalize on the benefits of this new system.</p><p><br></p><p>Responsibilities</p><p>• Conduct assessments of the organization's readiness for the HCM implementation and identify key stakeholders for engagement</p><p>• Develop comprehensive change management strategies tailored to the needs of the HCM implementation</p><p>• Collaborate with functional teams to design phased implementation roadmaps and prioritize activities based on organizational impact</p><p>• Create tailored communication plans to inform the organization about the HCM initiative and identify training needs</p><p>• Develop training materials or partner with training teams to ensure competency and awareness of the new system functionality</p><p>• Utilize stakeholder matrices and engagement metrics to monitor adoption progress over time</p><p>• Identify resistance trends and implement strategies to mitigate these concerns proactively</p><p>• Create policies encouraging employees to use and adopt HCM tools through seamless integration into daily workflows</p><p>• Work closely with Project Management Office (PMO) teams to ensure alignment of change management activities with the overall project schedule and milestones</p><p>• Serve as the link between technical implementation teams and end-users to drive transformational success</p><p>• Define success metrics to evaluate the impact of change management efforts, such as adoption rates, user satisfaction, and proficiency development</p><p>• Deliver regular status reports to key stakeholders and executive sponsors highlighting risks, achievements, and corrective actions needed.</p> IT Project Manager <p><strong>Job Overview:</strong></p><p>We are seeking a <strong>Project Manager - Executive (Tech)</strong> to drive global technology change initiatives within the Sales and Marketing technology department. This role is pivotal in ensuring business outcomes across a portfolio of projects and programs while maintaining structured governance. The ideal candidate will have a strong understanding of data platforms and data transformation processes, with a balance of technical acumen and business communication skills. Prior experience in the <strong>financial services industry</strong> is a plus.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide visibility into a multi-year portfolio of technology projects and programs.</li><li>Drive the delivery of projects and programs by implementing appropriate structure and governance.</li><li>Develop project plans and budgets, ensuring projects are completed on time and within budget.</li><li>Identify, assess, and mitigate risks while establishing risk control measures.</li><li>Collaborate with global development teams and various organizational levels.</li><li>Manage stakeholders across business operations and technology teams.</li></ul> Salesforce Implementation Project Manager <p>Sr. Salesforce Implementation Project Manager / Business Systems Analyst</p><p><br></p><p>Hybrid onsite 2-3 days a week just outside of Boston. There is no chance this role becomes fully remote, you must live a commutable distance from Boston. The team would like someone who can interface face to face in-person with the business and technology teams at least 2-3 times per week.</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a highly skilled <strong>Salesforce Business Systems Analyst (BSA) / Project Manager</strong> to join our dynamic team of 40 professionals, which consists of 9 full-time employees and many contractors. The primary focus of this role is to serve as the <strong>Salesforce expert</strong> for the organization, acting as a liaison between business users and the development team. You will gather business requirements, translate them into actionable items for developers, and ensure the successful delivery of Salesforce solutions.</p><p>This role is critical for supporting various departments across the organization that utilize different Salesforce modules, with a current focus on <strong>Service Cloud</strong> and <strong>Experience Cloud</strong>. The ideal candidate will possess a deep understanding of Salesforce, excellent project management skills, and the ability to collaborate effectively with both technical and non-technical stakeholders.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Serve as the organization's Salesforce expert with a focus on Service Cloud and Experience Cloud (preferred but not mandatory).</li><li>Facilitate conversations with business users to gather and document requirements, ensuring clarity and alignment between stakeholders.</li><li>Work directly with developers to translate requirements into actionable user stories for sprints, ensuring goals and priorities are well-defined and met within deadlines.</li><li>Manage and oversee multiple Salesforce-related projects simultaneously, ensuring successful execution from initiation to delivery without people-management responsibilities.</li><li>Act as a trusted advisor to the business by understanding their struggles and identifying Salesforce-based solutions to drive impact and efficiency.</li><li>Provide training or user support when necessary, ensuring the seamless adoption of solutions.</li><li>Collaborate with internal teams to prioritize, strategize, and align project objectives with organizational goals.</li><li>Ensure standard practices for no-code Salesforce development are followed, aligning with existing framework and solutions.</li></ul><p><br></p> Project Manager: III (Senior)- We are offering a permanent employment opportunity for a Project Manager III (Senior) based in Boston, Massachusetts. This role involves managing all aspects of project lifecycle from definition to implementation, maintaining a balance between scope, cost, schedule, and quality measures. The successful candidate will be adept at effective communication, stakeholder management, and project planning.<br><br>Responsibilities:<br>• Drive project milestones and develop project plans<br>• Establish an effective communication strategy with the project team and key stakeholders<br>• Oversee day-to-day direction of project resources<br>• Implement effective change management throughout the course of the project<br>• Prepare and maintain documentation, status reports, and budgets <br>• Utilize specialized knowledge of Project, Visio, Excel, and Word<br>• Ensure project quality measures are met<br>• Demonstrate leadership, decision-making, analysis, and problem-solving skills<br>• Show strong negotiation skills and take appropriate action on customer accounts<br>• Manage end-to-end project schedules and financials <br>• Apply experience with both Agile and Waterfall methodologies in project management<br>• Display strong leadership skills and effective communication. Senior Financial Analyst - Hybrid <p>Rapidly growing Technology Company located in Burlington area seeks a highly motivated Senior Financial Analyst due to a recent promotion. Great opportunity as the Company has experienced 10+ years of double-digit growth, excellent mission statement, collaborative team friendly working environment and just moved into brand new space. The Senior Financial Analyst will join a DYNAMIC Finance team reporting into the Senior Director supporting a key business segment with multisite locations. Duties include budget & forecasting preparation, planning & reporting (P& L, key balance sheet items and business metrics), operating expense and variance analysis, complex financial modeling, management reporting and analysis of business results pertaining to billings, EBITDA, CapEx ROI and operating cash flow and internal control initiatives. BS Degree in Finance or Accounting is required, MBA or MBA candidate preferred with 5+ years of related financial analysis experience. Previous experience working for a large global organization with international operations is preferred. Must have strong financial modeling and computer skills, advanced Excel and Access required along with strong overall written and oral communication skills. Ability to present financial information and models in a concise and easily comprehensive manner to leadership. Bonus plan and strong benefits offered including unlimited CTO – Hybrid Model (1-2 days per week) with flexibility when needed. If interested, reach out to Dino Valeri at dino.valeri@roberthalf or message me thru LinkedIn.</p> VP/Director of Finance <p>We are offering an exciting opportunity for a dynamic Accounting Manager to join an organization in Southern Portland. The individual will manage a department during a time of huge growth and change management. Prior experience in grant accounting would be a plus and management of the month end process; to include financial statements, reconciliation of all asset and liability accounts, and budgeting. This role is central to our operations and demands an individual well-versed in not only managing a fast paced financial and accounting department, but able to assist with leading a fantastic team looking for mentorship.</p><p>Responsibilities:</p><p>• Oversee the financial operations of the organization, including the development and management of budgets.</p><p>• Provide leadership and direction to the finance team.</p><p>• Implement and manage accounting software systems.</p><p>• Ensure accurate financial records, including accounts payable (AP) and annual budget.</p><p>• Conduct auditing and budget processes to ensure financial stability and compliance.</p><p>• Manage and reconcile the organization's financial accounts..</p><p>• Monitor customer accounts and take appropriate action when necessary.</p> Accounts Receivable Specialist We are offering an exciting opportunity for an Accounts Receivable Specialist in Bow, New Hampshire, United States. The role involves a variety of tasks including the processing of customer credit applications, maintaining accurate customer records, and addressing customer inquiries. It also involves monitoring customer accounts and taking appropriate actions.<br><br>Responsibilities:<br>• Managing customer accounts and ensuring their accuracy<br>• Efficiently processing customer credit applications<br>• Maintaining precise records of customer credit<br>• Collaborating with the Operations Team to facilitate communication on financing, project schedules, customer payments, and project completion<br>• Providing revenue forecasts and financial analysis to support company managers<br>• Preparing correspondence to customers and the sales team regarding payment matters<br>• Assisting with month-end tasks and ensuring inventory accuracy<br>• Addressing minor accounts payable needs<br>• Responding to customer inquiries promptly to provide high-quality customer service<br>• Using QuickBooks or other financial software for various tasks Sr. Internal Auditor - NoTravel <p><strong><em><u>Sr Internal Auditor - No travel!</u></em></strong></p><p><br></p><p>Senior Internal Auditor</p><ul><li>No travel.</li><li>Up to $120k plus bonus and amazing benefits and work life</li><li>2-3 days on site.</li><li>NOTE: You must reside in the Boston Area</li></ul><p><br></p><p>Our client, a renowned financial organization, is looking to add to their elite Internal Audit team due to an internal promotion. (You do not need financial industry experience, however, prior IA experience is a must.) The key requirement is prior Internal Audit exp. The Audit team is comprised of some amazing IA professionals. Many have numerous years within the org, so there are some great mentors here. The organization is on the cutting edge with respect to capital markets, so it's a very progressive environment to be in.</p><p><br></p><p>The Role is seen as a Senior by title, but does perform at a Manager type level, being the key project manager on some complex and interesting audit engagements internally. You will oversee junior staff for any projects that occur, so having good leaderships and project management skills is key for success. There will be a focus on operational audits, so you will gain some valuable insight and relationships internally! The IA team here is seen as partners to the org, vs compliance or police! The IA insights are very-much welcomed.</p><p><br></p><p>Duties will include:</p><ul><li>Planning, executing and assuring successful completion of audits.</li><li>Reviewing and identifying areas of impact, providing recommendations.</li><li>Evaluation of risks and controls within financial and operational areas.</li><li>Evaluation of efficiencies and effectiveness with the various areas of focus.</li><li>Work closely with org leadership on process improvement, objectives, both short-term and long-term.</li><li>Preparing of clear work papers and eventual conclusions / written reports to audits.</li><li>Evaluation of staff.</li></ul><p><br></p><p><br></p> Project Coordinator We are offering a long-term contract employment opportunity for a Project Coordinator in Boston, Massachusetts. In this role, you will be an integral part of our team, ensuring the smooth and successful implementation of an enterprise-wide Human Capital Management (HCM) system. You will work closely with various teams including project managers, functional teams, technical teams, and external vendors.<br><br>Responsibilities:<br><br>• Oversee the execution of test scripts, documenting results accurately and providing guidance to testers as needed.<br><br>• Develop and maintain a comprehensive testing strategy and plan for all phases of HCM system testing, including unit testing, integration testing, user acceptance testing (UAT), and regression testing.<br><br>• Act as the primary point of contact for all testing activities, facilitating efficient communication and collaboration between technical, functional, and business teams.<br><br>• Monitor and track defects using a defect management tool such as Jira or Azure DevOps, and collaborate with the development team to ensure timely resolution.<br><br>• Prepare and maintain test environments, test data, and user access prior to testing cycles.<br><br>• Collaborate with business process owners, end-users, and subject matter experts (SMEs) to validate test cases and expected outcomes.<br><br>• Provide regular updates on test execution progress, issues identified, and defect resolutions.<br><br>• Create testing summary reports after each test cycle to communicate results, risks, and recommendations to project stakeholders and leadership.<br><br>• Ensure adherence to best practices and organizational quality standards in testing processes.<br><br>• Coordinate user acceptance testing (UAT) sessions, providing instructions and support to end-users participating in the testing process. Operations Manager <p>Our client is looking for an Operations Manager, for their boutique office in Portland, Maine. This role is fully in-office.</p><p>Responsibilities include:</p><p>Administer the day-to-day trading, reconciliation, rebalancing, reporting of client accounts. </p><p>Support the strategic investment & planning priorities of the firm’s clients.</p><p>Oversee trading for the firm: </p><p>Ensure timely execution of trades and account rebalancing. </p><p>Review account transaction confirmations for accuracy. </p><p>Manage quarterly billing and reporting processes for the firm. </p><p>Manage firm technology operations and technology coordination. </p><p>And more...</p><p><br></p> Tax Manager CPA Robert Half has partnered with a leading public accounting firm in Portland to locate a Tax Manager. <br><br>The ideal Tax Manager candidate will have 5+ years of public accounting tax experience with CPA certification, supervisory experience and leadership skills.<br><br>Primary Duties:<br><br>• Reviewing C corporation, S corporation, LLC, partnership, fiduciary, exempt, and individual tax returns<br>• Assisting in complex tax planning for closely held businesses and individual clients<br>• Becoming an expert in the niche industries in which you work and providing management advisory and consulting services<br>• Supervising, training, and evaluating other team members<br>• Structuring, overseeing, and collaborating with our leadership team on a variety of engagements<br>• Leading client service teams and ensuring that clients are pleased with our services, services are delivered timely and efficiently, and team members are developing<br>• Communicating solutions to complex issues requiring creativity, research, and understanding<br><br>Benefits:<br><br>• Health insurance (vision included)<br>• Long-term disability insurance<br>• Life insurance<br>• 401(k) plan<br>• Medical and dependent care plan (FSA)<br>• Voluntary dental plan<br>• Various incentive compensation plans<br>• Flexible work arrangements<br>• Reduced summer hours<br><br>Desired Skills and Experience:<br><br>• Five years of experience at a CPA firm<br>• CPA certification<br>• Proficiency with ProSystem fx Tax<br>• Strong communication skills, including the ability to articulate complex tax and financial information to all levels of clients<br>• Strong client rapport and project management skills<br>• Ability to handle multiple engagements<br>• Willingness to train, evaluate, and mentor staff<br>• Enjoy working alongside the management team on a variety of engagements<br>• <br><br>Education Requirements:<br>• Bachelor’s degree, including the academic courses sufficient for certification as a CPA<br><br>For consideration apply online with resume.<br><br>Jennifer Thompson<br>Robert Half Finance & Accounting - Permanent Placement<br>Connect with me on Linkedin Project Coordinator <p>We are offering a temporary employment opportunity for a Project Coordinator. As a Project Coordinator, you will be expected to manage project tasks, maintain efficient communication, and utilize various tools for project tracking.</p><p><br></p><p>Responsibilities: </p><p><br></p><p>• Assist in organizing and maintaining project schedules and action items.</p><p>• Utilize Microsoft Teams and Smartsheet for efficient project tracking and collaboration.</p><p>• Act as a taskmaster, ensuring tasks are recorded, prioritized, and completed in a timely manner.</p><p>• Oversee risk action items log, ensuring all risks are identified, recorded, and addressed.</p><p>• Employ CRM and Microsoft Excel skills for project management and communication.</p><p>• Engage in hands-on work such as coordinating meeting schedules and other organizational tasks.</p><p>• Ensure all project-related activities are on track by following up on action items.</p><p>• Leverage Atlassian Jira, Microsoft Office Suites, and Microsoft Outlook for project coordination and communication.</p><p>• Apply knowledge of budget processes and contracts in the context of project coordination.</p><p>• Utilize communication skills to foster collaboration and drive project success.</p> Help Desk Analyst II We are seeking a Help Desk Analyst II to become a part of our team in Boston, Massachusetts. In this role, you will be tasked with providing onsite support to our key clients across various sectors such as non-profit, financial, marketing, and technology. This position offers a contract to permanent employment opportunity and requires efficiency, a strong in-person presence, and the capability to provide daily support to executive level personnel.<br><br>Responsibilities:<br><br>• Ensure seamless operation of Windows Server & Active Directory technologies (DNS, FSMO, DHCP) <br>• Efficiently manage Microsoft solutions M365: OneDrive, OneNote, SharePoint, Team Office | Word, Excel, PowerPoint Admin Center<br>• Handle Intune/Endpoint Manager operations: Join devices into Azure AD, create, modify, maintain configuration profiles, Conditional Access, Manage applications, Autopilot<br>• Oversee Azure AD: Manage Users and Groups, Password resets, Authentication methods<br>• Have a comprehensive understanding of virtualized technologies and a solid understanding of SAN technologies<br>• Be knowledgeable about Firewall/Router/Switch/WAP (Configuration, maintenance & troubleshooting)<br>• Troubleshoot in a Linux/Unix environment<br>• Utilize your skills in Android Development, Cisco Technologies, Citrix Technologies, Mac Computers, Microsoft, Active Directory, Apple Devices, Computer Hardware, Configuration Management, Deployments<br>• Leverage your experience with project, client, and customer engagement<br>• Exercise your proficient written, verbal and presentational communication skills to provide excellent customer service and solve analytical problems.