Finance & Tax Transformation Project Manager

Location:
Montreal, QC (Hybrid/Onsite) Duration: 12-Month Contract (Potential Extension) Position Overview We are seeking an experienced Finance & Tax Transformation Project Manager to lead strategic finance transformation, process optimization, and continuous improvement initiatives within a complex financial services environment. This role will drive a portfolio of projects focused on enhancing finance and tax operations, improving efficiencies, streamlining processes, and supporting digital transformation initiatives. The successful candidate will collaborate with Finance, Tax, Technology, PMO, and business stakeholders across multiple regions, ensuring the successful delivery of projects that improve operational effectiveness, reduce risk, and support evolving business and regulatory requirements.

Key Responsibilities
Project & Transformation Leadership
• Lead multiple Finance and Tax transformation, process improvement, and digital initiatives simultaneously.
• Manage end-to-end project delivery, including planning, execution, monitoring, reporting, and stakeholder communication.
• Drive finance process optimization and standardization initiatives across various business functions.
• Coordinate cross-functional teams to ensure timely and high-quality project execution.
• Facilitate workshops, project meetings, steering committees, and stakeholder reviews. Continuous Improvement & Process Optimization
• Conduct end-to-end reviews of finance and accounting processes to identify improvement opportunities.




• Develop and implement process enhancements that increase efficiency, strengthen controls, and reduce operational risk.
• Promote continuous improvement methodologies and best practices across finance operations.
• Support digital transformation programs and automation initiatives. Project Governance & Risk Management
• Develop detailed project plans, milestones, budgets, timelines, KPIs, and success metrics.
• Identify project risks, dependencies, and critical path activities.
• Create mitigation strategies and manage project issues through resolution.
• Ensure adherence to project management standards, governance frameworks, and documentation requirements. Stakeholder Management
• Partner with Finance, Accounting, Tax, PMO, Technology, and business teams to align project objectives.
• Present project updates, business cases, risks, and recommendations to senior leadership.
• Manage stakeholder expectations and foster collaboration across geographically dispersed teams.
• Translate complex business and operational requirements into actionable project deliverables. Reporting & Analysis
• Monitor project performance through metrics and reporting.
• Prepare executive-level status reports,



dashboards, and financial performance summaries.
• Measure project outcomes against established objectives and business goals. Required Qualifications
• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field.
• 8+ years of experience in Project Management, Finance Transformation, Process Improvement, or Consulting roles.
• Experience within Banking, Capital Markets, Financial Services, Asset Management, Insurance, or Large Corporate Finance environments.
• Robust knowledge of project management methodologies and frameworks.
• Proven experience delivering finance transformation and continuous improvement initiatives.
• Demonstrated ability to manage multiple projects and stakeholders simultaneously.
• Strong analytical, problem-solving, and organizational skills.
• Excellent verbal and written communication skills.
• Advanced proficiency with Microsoft Excel, PowerPoint, Word, and project management tools. Preferred Qualifications
• PMP, Scrum Master, Agile, Lean Six Sigma, or related certifications.
• Background in Finance, Accounting, or Financial Reporting functions.
• Consulting experience with a major consulting firm or financial institution.
• Experience supporting digital transformation, automation, or process redesign initiatives.
• Exposure to global or multi-regional project environments.
• Strong understanding of finance operations, controls, and regulatory requirements.

📌 Finance Manager (Montreal)
🏢 Soho Square Solutions
📍 Montreal