Project Manager - Functional

Project Manager - Functional (Finance/Banking domain)

just 1 to 2 weeks of training in Milwaukee but don't have to live there otherwise it's 100% remote

Job Description:

Job Summary:

Examines data files, processes, forms, reports and operational needs of customers and completes data mapping and transaction workflow documents as the basis of the conversion to client’s system.

Validates the accuracy of all data and transactions.

Determines customer specific processing parameters and completes client’s system set up for client use.

Trains clients on the use of client’s systems and provides support during conversion.

General Duties & Responsibilities:

Develops understanding of and defines client products and services through information gathering sessions to determine how client’s systems must be established to meet client needs.

Completes product workflow documents summarizing all processing requirements and determines key challenges in converting customer to client’s systems.

Through data analysis, product mapping and interviews, gathers forms and data files from customer and assesses requirements for software utilization and discusses any software customization requirements with programming team.

Creates data maps and transaction workflow documents showing exactly how every field of information will be converted.

The data mapping forms the technical specification for the conversion and, in some cases, may generate code.

Shares data maps with programmers, clients, and others as appropriate to ensure successful conversion.

Refines mapping through iterative validation.

As part of the conversion process, tests customized software against customer specific needs, shares with customer reports and application specific data that reflects how conversion data will be processed.

Reviews conversion results (reports, balancing, data load, software changes) with client to refine and confirm requirements.

Obtains formal customer acceptance of results.

Examines client’s processes, forms and reports, determines operational needs, and documents what the software will do and all related processes, forms, reports, etc. to be used after conversion is complete.

May develop new procedures with client to ensure client’s software is used appropriately.

Carefully examines data and reports to make sure conversion is proceeding correctly, runs test scripts with various data to see how new or customized transactions process through the software and verifies and validates accuracy of data through the generation of a variety of reports. Validation may include completion of prior system to client’s balancing.

Coordinates and conducts readiness review.

This includes directing the customer in the preparation and execution of test scripts to verify accuracy of data, training and procedures, system set-up and reports.

The readiness review process ensures the customer training and procedures, the system, and the conversion data are correct and ready for actual conversion.

Customizes client’s software through the use of authoring tools to meet individual customer needs – modifies screens and data fields, creates new forms, screens, product sets, tables, etc.

Throughout the project, provides expertise to answer questions and guide the client in the use of the system.

Conducts train the trainer sessions to instruct and train internal customers (employees) or external customers on changes, new systems or new procedures.

Acts as an on-site resource during conversion and answers questions, troubleshoots problems as they occur, supports implementation of new procedures, conducts last minute training if necessary and provides support during conversion week.

Reviews the conversion results (reports, balancing of systems, balancing system conversion to associated General Ledger accounts, errors) with the customer and obtains client sign-off.

Coordinates and directs the completion of post-conversion maintenance potentially including error resolution, system or data changes, and balancing adjustments.

Other related duties are assigned as needed.

Educational Requirements:

Bachelor’s Degree in Business or related field or the equivalent combination of education, training, and work experience.

General Knowledge, Skills & Abilities:

Communicates ideas both verbally and in written form in a clear, concise, and professional manner

Requires advanced working knowledge of client systems as well as the industries in which client competes for business

Ability to understand, apply and explain concepts

Ability to handle project commensurate with job expectations

Ability to analyze and solve problems using learned techniques and tools

Requires human relations, negotiation and documentation skills

Requires high attention to detail

Positions involving data mapping require strong analytical and technical skills

Ability to translate client requirements to technical specifications and communicate to technical staff

Team skills, including the ability to establish and maintain effective working relationships both internally as well as externally

Flexibility, versatility, dependability.

Additional Skills:

Intermediate professional role requiring high skill with extensive proficiency.

Works independently with only administrative supervision and the ability to overcome major obstacles and recognize early when issues should be escalated or a senior peer needs to be consulted.

Wide latitude for independent judgment and is expected to provide guidance and cross-training to others.

Effectively communicates with all levels of technical and non-technical personnel.

Ability to negotiate complex processes and issues with others.

Exhibits a detailed knowledge of specific applications and has profited from individual projects and various learning experiences to build up an ever-growing knowledge base of the system.

Provides new and innovative alternative solutions to system challenges and brainstorms alternatives to a given problem.

Contributes to the development, documentation and implementation of standards or guidelines.

Typically requires a minimum of 3 to 5 years implementation and/or conversion experience with a demonstrated ability to handle medium project complexity.

Dress Codes:

Business Casual

Note:

What this position will be supporting: Zelle implementations

Remote (Y/N): Y (onsite training for 1-2 weeks)

If onsite, please provide address: 4900 W Brown Deer Rd, Milwaukee, WI 53223

5 Must have qualifications: bachelors degree, strong project management skills, strong written and verbal communication skills, strong organization skills, and can work independently in a fast-paced environment

Work schedule and time zone: Central Time 8.00 am to 4.00 pm

Pay Range: $30 - $40/hour on W2

The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.