Senior Project Manager | Assurance Transformation

Greenwich, CT · Atlanta, GA · Houston, TX · Philadelphia, PA · Independence, OH · Dallas, TX · Nashville, TN · Glen Allen, VAPosted Mar 9, 2026

#LI-CF2 #LI-Hybrid

Essential Functions and Primary Duties

  • Successfully manage and deliver large, high-value, complex projects related to Assurance transformation initiatives as scoped, on-time, and within budget.

  • Collaborate with project team to identify activities, deliverables, and milestones for the schedule and to estimate and assign required tasks necessary to complete the project.

  • Perform project risk assessment and select and implement appropriate risk strategies.

  • Actively identify and seek resolution of issues that are impacting progress of projects.

  • Provide leadership and motivation to project team members throughout the project lifecycle.

  • Implement and oversee project communication plans that ensure appropriate level of communication with executives, internal colleagues, and external stakeholders.

  • Direct and coordinate activities of all parties involved in the project to ensure that the project progresses on time and within budget.

  • Accurately forecast project expenses, manage actuals within an appropriate variance of project budget, and coordinate with financial teams on budget.

  • Prepare status reports alongside the project team and modify schedules or plans as required.

  • Continuously benchmark project management performance to identify improvements and achieve higher capability maturity in project and portfolio management.

  • Work with 3rd party vendors, manage 3rd party resources, and manage 3rd party contractual and financial deliverables.

  • Manage multiple projects at a time, including those that may be assigned outside of the transformation program. 

Preferred Qualifications 

  • 7+ years of project management experience.

  • A bachelor’s degree in business management, technology management, or computer science/engineering.

  • A demonstrable record delivering multiple large, high-value, complex on-premise and cloud-centric IT projects as scoped, on-time, and within budget.

  • Experience using a variety of PM skills across both Traditional and Agile approaches.

  • Must be able to create and manage work breakdown structures, project schedules, project budgets, project risk registries, issue logs at an advanced level.

  • Must be able to lead sprint planning sessions, organize and refine backlogs, lead sprint reviews and retrospectives, and guide teams new to Agile.

  • Must be able to manage vendors, from contract negotiation through transition to operational support.

  • Experience using a variety of best practices for organizing, leading, and communicating with project teams.

  • Must be able to lead and direct large project teams across multiple US and non-US locations through forming, storming, norming, and performing phases.

  • Must be able to clearly communicate, verbally and in writing, to various levels of project leadership to convey status of projects.

  • Must be able to negotiate and manage expectations of key senior and executive stakeholders.

  • Proven experience in business process improvement using information technology, and organizational change management related to new technology introduction.

  • Experience using Smartsheet for managing projects is required. Experience configuring and customizing Smartsheet is preferred. 

  • MBA or Master’s degree in business management or technology management is a plus.

  • PMP and/or Agile certifications, such as Certified Scrum Master, is a plus.

  • Public accounting firm experience or experience with tax or assurance product development is preferred.

  • Knowledge of common business operations applications such as CRM and ERP, is preferred

  • Experience managing Merger & Acquisition projects focused on technology transition and integrations is a plus. 

Minimum Qualifications 

  • College Degree or equivalent required
  • 8 years related experience
  • Expert technical knowledge
  • Knowledge of industry regulations
  • Ability to lead and coordinate the team activities of others
  • Ability to formulate, document and recommend new policies and procedures
  • Able to work in and lead a team
  • Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
  • Ability to travel as required by business and on-call availability

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