Financial Project Manager Jobs
Financial Project Manager jobs are open across banking, insurance, healthcare, and corporate finance, from junior coordinator to senior program manager, with specializations in capital planning, budgeting systems, and regulatory compliance initiatives. Find a role that fits from the openings below and apply directly.
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Showing 4 of 94+ Financial Project Manager jobs
Job Description:
Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. We offer the most intuitive end-to-end SaaS platform for complex compliant content creation and enhancement of multi-stakeholder collaboration. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets.
We believe in high-trust collaboration and value each person's unique skills, perspectives and experiences. Our success is driven by our world-class global teams and culture. Learn more at https://www.toppanmerrill.com/careers/.
Toppan Merrill has an exciting opportunity for a Client Service Project Manager - Financial Reporting & Proxy Services to join our #hybrid team. In this role, you will serve as a trusted advisor to clients and internal partners, managing complex proxy statement, financial reporting, and ESG/sustainability reporting projects from pre-sales consultation through initial delivery. You will coordinate cross-functional teams, build project timelines, guide clients through our solutions and services, and ensure a seamless client experience throughout the engagement lifecycle.
Job Responsibilities:
- Serve as the primary point of contact and trusted advisor for clients engaging Toppan Merrill's Proxy, Financial Reporting, ESG/Sustainability, Design, and Advisory Services offerings.
- Manage multiple client projects simultaneously by developing project plans, building timelines, coordinating deliverables, and ensuring successful execution from project kickoff through initial delivery.
- Partner closely with Sales during pre-sales engagements, client discovery sessions, presentations, and solution discussions to support business development efforts.
- Coordinate activities across internal teams including Design, Consulting, Product, Operations, Typesetting, Digital Delivery, and other service groups to ensure project success and exceptional client outcomes.
- Lead client onboarding activities, kickoff meetings, project status discussions, and ongoing communications regarding scope, timelines, and deliverables.
- Monitor project milestones, identify risks, proactively communicate changes, and help clients navigate evolving requirements and customized solutions.
- Develop and maintain accurate project documentation, client communications, workflow records, and billing-related information to support operational excellence.
- Build long-term client relationships by delivering responsive service, effective communication, and strategic guidance that enhances client satisfaction and retention.
About You:
- Bachelor's degree in Business or a related field preferred, or an equivalent combination of education and relevant experience.
- 5+ years of experience in client service, project management, account management, consulting, financial services, business operations, or a related customer-facing environment.
- Demonstrated success managing multiple client-facing projects, priorities, and deadlines in a dynamic business environment.
- Strong verbal, written, presentation, and relationship-building skills with the ability to communicate effectively with executive-level clients and internal stakeholders.
- Advanced proficiency with Microsoft 365 applications including Outlook, Teams, PowerPoint, SharePoint, and related collaboration tools.
- Experience creating timelines, coordinating resources, tracking deliverables, and managing projects through completion.
- Ability to work effectively in ambiguous situations, adapt to changing client requirements, and deliver customized solutions.
- Preferred qualifications include experience with proxy statements, SEC reporting, financial services, disclosure management, design/print production, Adobe Acrobat Pro, ESG/sustainability reporting, or related regulatory communications. Knowledge of color management, print production concepts, or financial disclosure processes is a plus.
We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $30.00 - $40.00 per hour, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.
Toppan Merrill strives to provide our employees and loved ones with competitive benefits including:
- Enhanced Medical, Dental, Vision and Life insurance for employees and dependents
- 401(k) with company match with full vesting from date of hire
- Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays
- Paid parental leave
- Paid community involvement/volunteer days
- Wellness Resources and Employee Assistance Programming
Toppan Merrill is an equal opportunity/affirmative action employer. Qualified individuals, including qualified women, minorities, individuals with disabilities and veterans, are encouraged to apply.
Job Description:
Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. We offer the most intuitive end-to-end SaaS platform for complex compliant content creation and enhancement of multi-stakeholder collaboration. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets.
We believe in high-trust collaboration and value each person's unique skills, perspectives and experiences. Our success is driven by our world-class global teams and culture. Learn more at https://www.toppanmerrill.com/careers/.
Toppan Merrill has an exciting opportunity for a Client Service Project Manager - Financial Reporting & Proxy Services to join our #hybrid team. In this role, you will serve as a trusted advisor to clients and internal partners, managing complex proxy statement, financial reporting, and ESG/sustainability reporting projects from pre-sales consultation through initial delivery. You will coordinate cross-functional teams, build project timelines, guide clients through our solutions and services, and ensure a seamless client experience throughout the engagement lifecycle.
Job Responsibilities:
- Serve as the primary point of contact and trusted advisor for clients engaging Toppan Merrill's Proxy, Financial Reporting, ESG/Sustainability, Design, and Advisory Services offerings.
- Manage multiple client projects simultaneously by developing project plans, building timelines, coordinating deliverables, and ensuring successful execution from project kickoff through initial delivery.
- Partner closely with Sales during pre-sales engagements, client discovery sessions, presentations, and solution discussions to support business development efforts.
- Coordinate activities across internal teams including Design, Consulting, Product, Operations, Typesetting, Digital Delivery, and other service groups to ensure project success and exceptional client outcomes.
- Lead client onboarding activities, kickoff meetings, project status discussions, and ongoing communications regarding scope, timelines, and deliverables.
- Monitor project milestones, identify risks, proactively communicate changes, and help clients navigate evolving requirements and customized solutions.
- Develop and maintain accurate project documentation, client communications, workflow records, and billing-related information to support operational excellence.
- Build long-term client relationships by delivering responsive service, effective communication, and strategic guidance that enhances client satisfaction and retention.
About You:
- Bachelor's degree in Business or a related field preferred, or an equivalent combination of education and relevant experience.
- 5+ years of experience in client service, project management, account management, consulting, financial services, business operations, or a related customer-facing environment.
- Demonstrated success managing multiple client-facing projects, priorities, and deadlines in a dynamic business environment.
- Strong verbal, written, presentation, and relationship-building skills with the ability to communicate effectively with executive-level clients and internal stakeholders.
- Advanced proficiency with Microsoft 365 applications including Outlook, Teams, PowerPoint, SharePoint, and related collaboration tools.
- Experience creating timelines, coordinating resources, tracking deliverables, and managing projects through completion.
- Ability to work effectively in ambiguous situations, adapt to changing client requirements, and deliver customized solutions.
- Preferred qualifications include experience with proxy statements, SEC reporting, financial services, disclosure management, design/print production, Adobe Acrobat Pro, ESG/sustainability reporting, or related regulatory communications. Knowledge of color management, print production concepts, or financial disclosure processes is a plus.
We understand that your skills deserve recognition. That's why we offer a competitive pay scale ranging from $30.00 - $40.00 per hour, based on experience and expertise. We believe in compensating our dedicated team members fairly for their hard work and commitment. Please note that actual salaries may vary within, above, or below this range based on factors such as education, training, experience, professional achievement, business needs, and location.
Toppan Merrill strives to provide our employees and loved ones with competitive benefits including:
- Enhanced Medical, Dental, Vision and Life insurance for employees and dependents
- 401(k) with company match with full vesting from date of hire
- Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays
- Paid parental leave
- Paid community involvement/volunteer days
- Wellness Resources and Employee Assistance Programming
Toppan Merrill is an equal opportunity/affirmative action employer. Qualified individuals, including qualified women, minorities, individuals with disabilities and veterans, are encouraged to apply.
Financial Project Manager Jobs by Experience Level
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Find JobsFinancial Project Manager Job Market
Who's Hiring
Top Industries Hiring
- Energy
- Education
- Science & Research
- Technology & Software
- Healthcare & Medical Services
What Employers Look For
The qualifications that appear most often in financial project manager jobs.
- Bachelor's degree in finance, accounting, business, or a related field
- PMP or equivalent project management certification preferred or required
- Proficiency in project management tools such as MS Project, Smartsheet, or Jira
- 3–7 years of experience managing budgets and cross-functional financial projects
- Strong skills in Excel, financial modeling, and ERP systems like SAP or Oracle
- Experience with regulatory compliance, audit coordination, or financial reporting processes
Tips for Your Financial Project Manager Job Search
Quantify budget scope on your resume
Hiring managers for financial project manager roles filter candidates by the scale of budgets they've managed. List the dollar value of each project portfolio you've owned, the number of stakeholders involved, and the fiscal outcome you delivered.
Highlight your PMP or CAPM certification
Many financial project manager postings list PMP or CAPM as a preferred or required credential. If you have it, put it in your resume headline and the certifications section so it clears applicant tracking systems before a human ever reads your file.
Target openings by financial domain, not just title
Search for terms like 'capital projects manager', 'FP&A project manager', and 'treasury project manager' alongside the standard title. Financial project manager roles are often posted under domain-specific labels that match the team's function rather than the generic title.
Apply early to roles that fit
Migrate Mate lists financial project manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare a case study for the interview
Interviewers for financial project manager roles routinely ask you to walk through a project where the budget was at risk. Prepare one concise example covering the trigger, your intervention, and the measurable outcome so you can answer situational questions without fumbling for details.
Negotiate scope before you negotiate salary
Before accepting an offer, clarify which systems you'll own, whether the role has sign-off authority on spend, and how project success is measured. Financial project managers whose scope is vague at hire often find their role redefined within six months.
Financial Project Manager Jobs: Frequently Asked Questions
Which companies are hiring the most financial project managers?
The companies hiring the most financial project managers right now include Fehr Graham, Lockheed Martin, and WSP, with the largest share of openings in Texas, Illinois, and Florida, based on current listings on Migrate Mate as of November 2026. Demand is concentrated in large financial institutions, health systems with capital expansion programs, and corporate finance teams at publicly traded companies.
How many financial project manager jobs are remote?
About 65% of financial project manager openings are fully remote or hybrid as of November 2026, with remote availability higher for roles focused on FP&A systems implementation, ERP migrations, and regulatory reporting projects than for capital planning or construction finance positions that require on-site coordination.
How do you become a financial project manager?
Start with a bachelor's degree in finance, accounting, or business administration, then build experience in financial analysis, budgeting, or accounting before transitioning into project coordination roles. Earning a PMP or CAPM certification strengthens your candidacy significantly. Most practitioners move into financial project management after several years working on cross-functional finance teams where they take on ad hoc project leadership responsibilities.
Can you get hired as a financial project manager with little experience?
You can break into financial project management by combining finance experience with demonstrated project ownership, even if it was informal. Employers hiring at the junior end of the range respond well to candidates who led a process improvement initiative, coordinated a system rollout, or managed a budget line within a finance or accounting role, even without a formal project manager title.
What does the financial project manager interview process look like?
The process typically runs three to four stages: an initial recruiter screen, a hiring manager interview focused on your finance background and project methodology, a technical or case-based round where you walk through a past project in detail, and a final panel with senior stakeholders or cross-functional leads. Some employers add a written exercise asking you to outline a project plan or analyze a budget variance scenario.
Where can I find and apply to financial project manager jobs?
You can find and apply to financial project manager jobs on Migrate Mate, which lists current openings from across the United States. Find roles that match your experience and apply directly to each listing from the page.
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