Finance Project Manager

Title: Finance Project Manager

Location: Bronx, NY

Reports to: Chief Financial Officer

Salary: $95,000 - $105,000/Annual

FLSA Status: Full-Time/Exempt

Role Summary:

The Finance Project Manager serves as a trusted strategic partner, providing high-level advisory, analytical, and operational support to advance the organization’s financial and strategic priorities. This role requires sound judgment, executive presence, and the ability to operate independently in a complex, fast-paced environment. The Finance Project Manager works closely with the CFO to assess priorities, support decision-making, manage cross-functional initiatives, and represent the CFO’s office in interactions with executive leadership, the Board of Directors, and external stakeholders. The successful candidate will bring strong analytical capabilities, discretion, and the ability to translate strategy into execution while maintaining strict confidentiality.

Primary Job Responsibilities/Duties:

The Finance Project Manager is responsible for providing high-level executive and administrative support to the CFO, including but not limited to:

Strategic Advisory & Executive Support

• Serve as a trusted advisor to the CFO, providing insight, analysis, and recommendations on financial, operational, and organizational matters.
• Anticipate issues, identify risks and opportunities, and support informed decision-making aligned with organizational goals.
• Act as an extension of the CFO’s office, prioritizing issues, managing sensitive matters, and ensuring follow-through on executive decisions.
• Proactively manage the CFO’s Outlook calendar, email, and contacts; schedule and coordinate meetings, conference calls, and appointments; prioritize and resolve scheduling conflicts.
• Coordinate all aspects of CFO travel, including itineraries, logistics, and expense reconciliation.
• Manage incoming calls, correspondence, and inquiries; draft correspondence and route matters appropriately to ensure timely follow-up.
• Prepare executive-level materials, including correspondence, reports, analyses, and presentations (PowerPoint, charts, graphs, and financial visuals) for leadership, client, and Board meetings.
• Maintain confidential records, files, and meeting documentation; attend meetings as needed to capture and manage minutes or notes.
• Support Board-related activities, special events, and executive meetings in collaboration with other administrative staff.

Financial & Operational Analysis

• Conduct research, analysis, and scenario modeling to support financial planning, budgeting, forecasting, and strategic initiatives.
• Prepare executive-level briefing materials, reports, and presentations for leadership, Board, and external audiences.
• Synthesize complex information into clear, actionable insights for executive review.

Project & Initiative Leadership

• Lead and coordinate cross-functional projects on behalf of the CFO, ensuring alignment, accountability, and timely execution.
• Track progress on key initiatives, prepare status updates, and recommend adjustments as needed.
• Support special projects related to organizational growth, compliance, restructuring, or transformation.

Travel & Field Engagement

• Travel with or on behalf of the CFO as needed to various locations within the United States, including Puerto Rico, to support site visits, executive meetings, and stakeholder engagements.
• Gather insights from field operations and provide feedback and recommendations to executive leadership.

Work Environment / Schedule Requirements:

• This is a full-time, exempt position. While standard business hours are Monday through Friday, 9:00 AM to 5:00 PM, exempt employees are expected to work the hours necessary to effectively fulfill the responsibilities of the position, based on organizational needs, deadlines, or events.
• Office setting with regular exposure to computer screens and moderate noise levels.
• May be required to work shifts, including evenings or night tours and/or Saturdays, Sundays and holidays..

Qualifications:

• Must be able to read, speak, write, and understand English for administrative purposes.
• Must pass drug screening to be appointed.
• This position may be subject to a series of investigations before and after appointment.
• MA/MS degree or equivalent in Administration, Finance, Human Relations, or Management with a minimum of two (2) years of experience working as an administrative assistant at an executive level; OR
• BA/BS degree or equivalent in Administration, Finance, Human Relations, or Management with a minimum of Minimum of 4 years of progressively responsible experience in executive advisory, finance, strategy, consulting, operations, or a related role.
• Prior experience supporting or advising C-suite executives strongly preferred.
• Valid driver’s license required.
• Ability to travel daily and for extended stays as needed.
• Must possess and maintain the required documentation to travel internationally, as required for the role.
• Bilingual (English/Spanish) communication skills are preferred to support interactions across diverse teams and stakeholders, including work conducted in Puerto Rico.
• Proven ability to manage multiple tasks effectively under pressure while meeting critical deadlines.
• Strong organizational skills, with a detail-oriented and efficient approach.
• Demonstrated maturity, integrity, and sound judgment.
• Strong analytical, reasoning, and problem-solving skills.
• Excellent written, oral communication, and presentation skills.
• Proven ability to work collaboratively well with diverse groups.

Equal Employment Opportunity

NAICA is an equal opportunity employer committed to maintaining a diverse workforce and inclusive work environment. As such, discrimination in any aspect of hiring or employment based upon age, race, creed, color, national origin, sexual orientation, gender identity or expression, religion, military or veteran status, sex, disability (including pregnancy, childbirth, and related medical conditions), or other applicable legally protected characteristics is strictly prohibited.

Applicants of all backgrounds and experiences are encouraged to apply. NAICA will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable federal, state, and local laws, rules, and regulations. NAICA also offers reasonable accommodations as required by applicable federal, state, and/or local laws. Applicants seeking an accommodation for any part of the application or interview process should contact Human Resources by sending an email to HumanResources@naicany.org with the Subject “Reasonable Accommodation Request.”

Competitive Benefits Package

• Comprehensive Health, Dental and Vision Benefits for full-time employees
• 403(b) Retirement Savings Plans
• Loan Forgiveness Programs for eligible employees
• Paid Holidays and Vacation
• Paid Time-off
• Vol Life Insurance and AD&D
• Term Life and AD&D insurance
• Long Term Disability
• Employee Assistance Program support (EAP)
• Commuter Benefits Program
• Aflac: Short-Term Disability, CA, Accident and Hospital
• Employee Discount Program

False Statements

Misrepresentation of your experience, skills, education, or other qualifications, or submission of false/fraudulent information or documentation during or after the application process may result in the rejection of your application or termination of your employment.

At-Will Employment Disclaimer

While we sincerely hope to form a long and mutually beneficial working relationship, NAICA is an at-will employer. Therefore, employment is subject to termination at any time, with or without notice or cause, at the discretion of you or the organization.