Finance Project Manager III at Linda Werner Associates
Menlo Park, California, USA -
Full Time


Start Date

Immediate

Expiry Date

09 Oct, 25

Salary

0.0

Posted On

10 Jul, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Operations, Business Operations, Docs, Microsoft Excel, Powerpoint, Google Sheets, Process Management, Financial Planning

Industry

Financial Services

Description

SUMMARY

We are seeking an experienced and results-driven program manager to support long-term planning and strategic budgeting processes. This role will be instrumental in shaping infrastructure forecasting efforts, supporting cross-functional alignment, and delivering clear, data-driven insights that influence executive-level decision-making. The ideal candidate is a strong communicator with operational discipline and a collaborative mindset.

REQUIRED QUALIFICATIONS

  • Bachelor’s degree in a relevant field (e.g., Finance, Business Administration, Economics, Engineering)
  • Minimum 5 years of professional experience in project and process management, with a focus on financial planning, operations, or strategic execution
  • Proficiency with productivity tools, including Google Sheets, Docs, and Slides, as well as Microsoft Excel, PowerPoint, and Office suite
  • Highly analytical and proactive, with proven problem-solving abilities and the capability to work autonomously
  • Exceptional communication and storytelling skills—adept at creating clear, thoughtful documentation and delivering executive-ready materials
    Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Los Angeles Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, qualified applicants will be considered for assignment with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.
    Location: Menlo Park, CA (Onsite)
    Role type: Contract 6 Month Position
    Expected hours: 40 per week

How To Apply:

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Responsibilities
  • Oversee and enhance the processes for long-term financial planning and budgeting, supporting the development of complex infrastructure forecasting models aligned with the evolving product roadmap
  • Translate dynamic and multifaceted business drivers into clear, strategic insights to inform planning and executive decisions
  • Draft high-impact documentation—including memos, reports, and strategic presentations—for finance leadership and key stakeholders
  • Partner with team members to act as trusted advisors to business leaders, offering informed recommendations that guide long-term initiatives
  • Collaborate with cross-functional teams such as Engineering, Product, and Operations to ensure planning processes are aligned across departments
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