Project Manager - Operations

We are looking for an experienced Project Manager - Operations to support a credit union in Dublin, California through a Long-term Contract engagement. In this role, you will provide financial leadership for a major platform modernization effort by guiding business case planning, budget oversight, and performance reporting. You will work closely with finance, accounting, technology, and project stakeholders to keep spending, forecasting, and financial controls aligned with organizational goals.

Responsibilities:

• Build and manage a multi-year financial business case that outlines projected costs, anticipated benefits, cash flow impacts, and expected return on investment.
• Track project expenses, open commitments, forecast updates, and budget performance while identifying variances and recommending corrective actions.
• Coordinate with accounting partners to support capitalization decisions, confirm appropriate financial treatment, and maintain required documentation.
• Partner with technology leaders and project stakeholders to review assumptions, validate forecasts, and evaluate overall financial performance.
• Create financial models that support scenario planning, sensitivity reviews, and risk assessment for project decision-making.
• Prepare clear reports, dashboards, and leadership updates that summarize financial status, key trends, and emerging risks.
• Maintain strong governance practices and internal controls to ensure accurate, audit-ready project financial management.
• Support financial oversight for large-scale transformation initiatives, including platform modernization or system-related operational changes when applicable.
• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field, or equivalent experience.
• At least 7 years of progressive finance experience within banking, credit union, or broader financial services environments.
• Demonstrated success developing long-range business cases, financial models, budgets, forecasts, and variance reporting.
• Hands-on experience overseeing project spending and working with accounting teams on capitalization and project finance matters.
• Advanced proficiency with Microsoft Excel and PowerPoint for analysis, reporting, and executive presentations.
• Strong analytical, communication, and stakeholder management abilities across cross-functional teams.
• Familiarity with large technology programs, platform modernization efforts, or enterprise transformation initiatives is preferred.
• Certifications such as CPA, CMA, or similar credentials are considered a plus.