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Sr Project Manager (Accounting/Finance)


NY - Valhalla

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General Description: Responsible for supporting new system initiative efforts. Define systems capabilities (custom or purchased) to enable the business to grow. Performs project management activities for the approved systems initiative efforts.


·        Research problems and plan solutions. Recommend software and system changes. Coordinate development to meet business requirements.

·        Act as liaison between business users and the IT team.
Develop business cases and financial models for systems enhancements and net new systems.

·        Interact with customers and transform user requests into business requirements and technical specifications.

·        Develop test plans and test cases. Manage system testing and coordinate User Acceptance Testing (UAT).

·        Define “as is” and “to be” workflows and review with line of business leaders.

·        Performs comparative evaluation of internal duplicative systems and system alternatives. Present recommendations and findings to senior management.

·        Subject matter expert (SME) in insurance and/or sales workflows and applications.

·        Work with business leaders and IT to implement projects and systems changes.

·        Manage system conversion activities including data mapping, data analysis, system configuration

·        Define and maintain systems analysis standards, deliverables, and processes.

·        Develop and maintain project plans, issues logs and tasks in a system of record.

·        Review project progress with project team including senior management.

·        Manage accountability of tasks for project members.

·        Write periodic project status reports for management.

·        Interface with vendors to ensure vendor compliance to contractual agreements

Cyber Security Job Responsibilities:

  • Operate in accordance with USI Policies for the Information Security Program (PISP) and USI Standards for the Information Security Program (SISP)
  • Keep up to date with security updates and improvements. Implement improvements as appropriate.
  • Protect systems against unauthorized access by appropriately defining access.
  • Upgrade systems by implementing and maintaining security and technical controls.

Knowledge, Skills and Abilities:

·        5-7 years IT and/or systems experience. Bachelor’s degree or equivalent preferred.

·        Project management experience.

·        Experience working with a Finance and Accounting group

·        Familiarity with SQL a plus.

·        Experience with insurance or sales applications and workflows a plus.

·        Team orientation and hands-on approach.

·        Experience with Agile or software development methodology a plus. 

·        Able to manage multiple and rapidly changing, high visibility priorities and projects.



Salary Range:  $110,000- $125,000.  This is a bonus- eligible position with a target incentive of 10%.  

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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