Project Manager - Finance & Accounting (Bilingual)

Pan-American Life Insurance Group is seeking a bilingual Project Manager to support finance, accounting, and operational initiatives across its international business. The role leads complex projects involving financial systems, process improvements, regulatory initiatives, ERP implementations, IFRS 17, and financial reporting transformations from concept through implementation.

Responsibilities:

• Participation in the inception of projects by identifying a solution to a business problem, elaborating a business case and project charter, and drafting the project budget, in collaboration with the main executive stakeholders
• Establish and support the objectives of the project
• Establish a top-level work breakdown structure (WBS) to identify the scope of work
• Establish and maintain the project plan (schedule) according to the life cycle of the project
• Identify and plan the resources that will be required for the software and hardware aspects of the project
• Plan the training required for the implementation of the product
• Identify and communicate milestones
• Obtain commitment from relevant stakeholders responsible for performing and supporting plan execution
• Plan and identify the involvement of stakeholders
• Proactively identify the needs of all stakeholders and take measures to meet or manage their expectations
• Lead meetings with team members to elicit and understand the requirements properly and ensure project expectations are clearly defined
• Lead the estimation of the work effort of the project
• Define strategies for optimizing resources, costs, and tasks
• Manage the risks, constraints and dependencies of the project
• Identify, document and prioritize risks, constraints, and dependencies
• Define strategies for the control of risks and dependencies
• Define contingency plans for risks
• Communicate risks and dependencies to the team and senior management
• Implement contingency plans until the risks are mitigated
• Support the business owner to obtain approval and hold a kick-off meeting
• Lead team follow-up meetings to review progress of tasks through their closure, risks, dependencies between activities, constraints, and priority changes; to facilitate decision making, ensure consistency among deliverables, plans, strategies, requirements and workflows of the project; and to establish and monitor the agreements and action items, collect and analyze the issues of the project, as well as determine the corrective actions that give closure to the identified issues, review the compliance and results of the selected milestones of the project, review internal and external commitments with senior management as appropriate, identify and evaluate the different alternatives to solve the problems, and select the lowest-impact solution
• Establish, communicate and execute the communication plan with the work team according to the characteristics of each project
• Executive Reports and status communication
• Resource Management: resource availability, review, and balancing
• Training and knowledge transfer
• Ensure correct management of changes to project objectives and scope as needed
• Manage changes to requirements as they evolve, as well as maintain a history of changing requirements, including the reason for changes
• Evaluate the impact of requirement changes from the standpoint of relevant stakeholders
• Review work plans, activities, and work products to verify consistency with the requirements and the changes that have been made to them
• Generation and update of project Key Performance Indicators (KPIs)
• Software Quality Assurance compliance
• Support Vendor Management
• Support the vendor Due Diligence process
• Monitor vendor activities proactively and take appropriate action as required
• Identify lessons learned
• Monitor project benefits realization

Requirements:

• Bachelor's degree
• 5 years of Project Management experience is required
• An additional 4 years of relevant experience may be substituted in lieu of degree
• Bilingual in English and Spanish
• Ability to travel
• Experience leading ERP, financial systems, or Workday Financials implementation projects
• Experience supportingIFRS 17 implementation initiatives, LDTI, insurance accounting processes, or financial reporting transformations
• Project Management, Agile Methodology, and Systems Development Life Cycle knowledge
• MS Project knowledge
• Leadership, teamwork, communication, proactivity, and problem-solving skills
• Knowledge of the insurance industry
• CPA, Financial Administration, or other related degrees within the financial area preferred
• Experience implementing financial projects is desirable
• Business, Industrial Engineer, or Computer-related degrees and/or an MBA degree is preferred
• Project Management Professional (PMP) certification is preferred
• Basic knowledge of finance applications (desirable)