Sr. Program Manager
Core
Define and deliver data distribution, reporting, and analytics projects within the investment accounting and management domain, serving clients and internal stakeholders.
Role type
Senior Program Manager (Financial Services)
Builds
Client reporting, data-sharing, and insights solutions
Domain
Financial services (investment accounting, asset management, insurance)
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Financial services domain expertise, data platform project experience, matrix environment management, investment accounting knowledge, SaaS delivery model familiarity, JIRA/Excel/Monday.com/Salesforce proficiency, budget management, risk management, stakeholder coordination
Preferred skills
Consulting experience, securities/financial markets experience, master's degree in finance/accounting/CS/IS
Technologies
Snowflake, data lakes, ETL workflows, JIRA, Excel, Monday.com, Salesforce
Responsibilities
Define and finalize scope for reporting and analytics projects; Develop project plans, timelines, and risk strategies; Coordinate across service teams, data engineers, and vendors; Generate weekly status reports and lead client meetings; Schedule and lead steering committee meetings with C-level clients; Manage and report on project budgets; Implement continuous service improvements
Seniority
Senior, hands-on IC
