Financial Project Manager

For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes.

*Must have -

• Background in Finance, Accounting, Billing, etc.

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Essential Duties and Responsibilities:

• Ensure direct leaders are informed of wins, opportunities, and challenges to executed shared deadlines proactively

• Coach, train, and support the development of additional CI staff while also maintaining a student mentality agile enough to broaden personal knowledge by learning from peers

• Consistently report action items, owners, and project statuses across the organization to ensure CI projects are broadly shared and communicated

• Identify opportunities for improvement, define problems, determine root causes, develop solutions, test solutions, implement, stabilize and sustain improvements while engaging and coaching team members throughout the continuous improvement [CI] process

• Work autonomously to lead change management across the organization, managing others upward and outward beyond their immediate team

• Partner with leaders across the organization to calculate the benefits of CI initiatives by defining key metrics(s)

• Lead the process of selecting, scoping, and prioritizing continuous improvement opportunities across the organization

• Create project plans, timelines, critical paths, job aids, training material, workflow diagrams, and milestones to share across the organization

• Provide hands on project management and coordinate multiple projects, including mergers and acquisitions

• Apply the appropriate tools (e.g., Lean, Six Sigma) to complex business processes and implement solutions which provide positive performance and financial impact

• Provide “Change Management” leadership to be proactive in anticipating, assessing, and addressing the needs of the business

• Deliver consulting, coaching and advising services to associates. Provide consultation on the prioritized company wide projects. 

• Conduct research and provide insights by gathering and analyzing data from various sources, such as surveys, assessments, curriculum, and policies, and create communication strategies to share information with company leadership

• Recommends and operationalizes strategies that have a direct impact on mid- to long-term function or business area objectives

• Works to influence others to accept team's view/practices and agree/accept new concepts, practices, and approaches

• Provide leadership / mentoring / training to all levels of the organization with regard finance operations processes and strategies

• Deliver significant and quantifiable continuous improvement and financial benefit across the organization

• Lead quality assurance and user testing for system enhancements

Required Skills, Education and Certifications:

• Bachelor’s degree in engineering, Business, or Finance, with an advanced degree preferred, or equivalent business experience

• Background in Finance, Accounting, Billing, etc.

• 5+ years of experience in a process and/or systems improvement role

• Experience developing process maps

• Experience developing and maintaining project plans

• Capability to manage and prioritize multiple projects, navigate challenges, and communicate changes

• Well-developed quantitative and qualitative analytical and critical thinking skills

• Leadership skills with the ability to influence and build a collaborative environment

• Ability to influence management regarding matters of strategic importance to finance operations

• Ability to deal with ambiguity and manage though challenges in a data driven approach

• Self-motivated, resourceful and entrepreneurial, demonstrating willingness for learning and improvement

• Ability to effectively present and communicate at the manager level

• Certification in Lean and/or Six Sigma preferred

• Skilled with the use of Microsoft and other business software applications such as Word, Excel, PowerPoint, Outlook, SAP, etc.

• Experience in deploying successful Change Management

Preferred Skills, Education and Certifications:

• Lean Six Sigma Green Belt or Higher

• Skilled in the use of Monday.Com, JIRA, SharePoint, Microsoft Project

Physical Requirements:

• Ability to travel approximately up to 10% of the time

• Ability to lift and carry up to 15-20 pounds

• Ability to sit, stand and walk for prolonged period of time throughout the work day

• Ability to use standard office equipment such as personal computer, laptop, telephone

Base Pay: $90-$122k/annual based on experience

Benefits for full time employees

• Medical/Dental/Vision Insurance
• TouchCare VirtualCare
• Life Insurance
• Health Savings Account
• Flexible Spending Account
• 401(k) Matching
• Employee Assistance Program
• PTO Plan for Non-Exempt Employees
• Flexible PTO Plan for Exempt Employees
• Holidays and Floating Holidays
• Pet Insurance
   

TheKey is an equal opportunity employer. TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.

California Residents Only:

In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act, TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded.

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