Project Manager – Financial Management & Reporting System Implementation INUA AI

Project Manager – Financial Management & Reporting System Implementation JD

Responsibilities & Duties

Role Overview

INUA AI is seeking a highly skilled and experienced Project Manager to oversee the end-to-end implementation of a new cloud-based Financial Management and Reporting System. The role involves leading the migration from QuickBooks Desktop Enterprise to a modern cloud solution that integrates with HRIS, CRM, Fundraising, and Reporting tools (such as Tableau, Smartsheet’s, Power BI).

This individual will act as the central coordinator between internal stakeholders, external vendors, and technical partners to ensure delivery within scope, budget, and timeline (6–12 months).

We are seeking a highly motivated, fast-paced, and technically inclined Hybrid Executive Assistant to support our executive leadership. The Executive Assistant will provide direct support in managing daily operations, coordinating with technical teams, assisting in business process improvements, and handling administrative responsibilities.

Key Responsibilities:

Project Leadership & Governance

Lead the planning, execution, monitoring, and closing of the Financial Management & Reporting System Implementation project.
Serve as the primary liaison between leadership, Finance team, IT team, and vendor partners.

System Implementation & Integration

Oversee system design, configuration, data migration (3–7 years historical data), and testing activities.
Ensure seamless integration with HRIS (timekeeping, payroll), CRM, Fundraising platforms, and reporting systems.
Work with technical teams to implement Azure AD integration, role-based access control, and single sign-on.

Financial Management & Reporting

Translate business requirements into system functionalities for General Ledger, Budgeting, Payroll, Financial Statements, and Real-Time Analytics.
Collaborate with finance teams to streamline processes such as month-end close, bank reconciliations, and reporting automation.
Ensure robust reporting capabilities with customizable dashboards and Power BI/Tableau integration.

Vendor & Stakeholder Management

Manage relationships with software vendors, implementation partners, and the Managed Service Provider (MSP).
Ensure vendor compliance with security, confidentiality, and reporting requirements.
Coordinate solution demonstrations, user training, and ongoing vendor support.

Training & Change Management

Develop training schedules and materials; organize live and recorded training sessions for 140+ end-users (40 active accounting users).
Promote user adoption through workshops, FAQs, and hands-on support.
Act as the change champion, ensuring smooth transition to the new system.

Risk, Compliance & Security

Ensure compliance with confidentiality, intellectual property, and security requirements (MFA, NIST standards).
Proactively identify risks and implement mitigation strategies.
Ensure system availability meets or exceeds 99.99% uptime requirement.

Qualifications & Experience

Bachelor’s degree in Accounting, Finance, Information Systems, or related field (Master’s preferred).
5+ years of experience in project management for financial system implementations.
Strong understanding of enterprise accounting systems, reporting tools (Power BI, Tableau), and data migration processes.
Proven experience with QuickBooks migrations and cloud-based financial solutions (e.g., NetSuite, Sage Intacct, Dynamics 365 Finance).
Familiarity with non-profit finance operations and reporting requirements is highly desirable.
Demonstrated vendor and stakeholder management experience.
Certifications preferred: PMP, CPA, or Microsoft/ERP system certifications.
Experience with Azure AD, SSO, MFA, and role-based access control.