Exl Service

Jr. Finance Transformation Project Manager

US-NJ-Jersey City
Regular Full-Time
Job Code


The Finance Transformation team within EXL Consulting practice is a world class, global professional services group dedicated to helping CFO’s develop and execute winning strategies and to drive improvements in effectiveness across the Finance organization.


We are hiring entry level Project Managers (PMs) in the Greater New York City area. PM's will report in to the Engagement Director. This person will assist with service delivery for medium to large teams engaged in finance transformation engagements for global clients in the Insurance vertical


Successful candidates will have some finance and accounting experience and will have been a part of transformation initiatives such as: implementing new systems, ERP/ GL, setting up shared services, exposure to key F&A processes.


PMs will help with the design and execution of key transformation projects to reduce cost of finance operations, standardize and streamline processes and enhance controls.


PMs will also help with and learn to develop service delivery methodology and framework, establish a QA process and deliver projects on time and budget. The role requires working key stakeholders in the areas of Capital Planning, FP&A, Budgeting & Forecasting, Closing & Consolidation, Controllership, Actuarial, Finance Systems (SAP) and Financial Controls.


  • Advise clients on transforming finance organizations, by conducting current state assessments, developing gap assessments, and designing & implementing target state operating models or assessing the business case for major transformation initiatives
  • Document and analyze current state, identify standardization and improvement opportunities using Lean/Six Sigma & other process improvement methodologies and focus on all finance enablers, namely people, organization, processes and systems
  • Optimize end-to-end Finance and Risk processes, for example in the areas of Finance TOM, Finance Shared Services, Capital Planning, FP&A, Budgeting & Forecasting, Closing & Consolidation, Controllership, Actuarial, Finance Systems (SAP), Financial Controls
  • Determine the project approach, staffing, responsibilities, and schedule
  • Measure and monitor progress at clearly defined points in the process to ensure that the project is delivered on time, within budget, and that it meets or exceeds expectations
  • Work with the customer and end-users to define functional and technical requirements
  • Work with enterprise technology team to determine how finance systems are supported in production, including back-ups, disaster recovery, system performance, data migration and release


  • 2+ years of work experience driving business results
  • Bachelor’s degree
  • Life insurance, annuities and asset management industry experience is highly preferred
  • Demonstrated ability to apply process improvement and standardization, analytical and digital approaches to create meaningful and measurable business impact
  • Excellent written and verbal communication skills, including ability to conduct workshops at all levels within the client organization
  • Ability to anticipate & address client concerns & develop excellent client & internal relationships
  • Strong service delivery and quality orientation
  • Strong project management skills, flexibility and ability to manage multiple projects in a dynamic, complex and fast-paced environment
  • Willingness to travel
  • Ability to work collaboratively in a team environment
  • Knowledge of advanced Excel, Access or VBA will be an added advantage
  • Self-driven individuals who are willing to go the extra mile
  • High level of self-confidence, strong people and client management and leadership skills


About EXL Consulting


The EXL Consulting practice focuses exclusively on addressing the operational needs of customers, from design to implementation, assuring outcomes along the way. Experienced practitioners target operating model design, process optimization, technology implementations, effective use of data, and deep domain expertise to meet clients’ ever-changing business needs.


EXL has a heritage of solving complex operational, process and industry business problems for some 600 customers around the world. By leveraging the proprietary EXLerator Framework®, which embeds analytics and automation into operations management, as well as value-oriented pricing, we are able to deliver superior operational outcomes for clients.


What we offer


  • Fast-paced and innovative work environment
  • Opportunity to work with a diverse group of client and internal teams
  • Work on key transformational projects that drive significant business impact
  • A talented and experienced pool of mentors and advisors
  • Industry leading training programs and continuing professional education

EEO Statement



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