Finance Project Manager – Growth-Stage Investment Firm

Dallas, TX (Onsite, 5 Days/Week)

$160K+ base + bonus | Big growth. Bigger impact.

This is a high-visibility role at a fast-scaling investment firm that doesn’t just fund companies—it builds them. With major finance and tech transformation projects ahead, we’re looking for a hands-on Finance Project Manager to lead critical initiatives that modernize how we manage inventory, assets, and financial operations across the board.

Why this role stands out:

• The business is booming—massive growth over the past year, with a rock-solid foundation and no signs of slowing.

• You’ll lead cross-functional, finance-forward projects that tie directly into how the business scales.

• It’s a highly varied environment. Think finance transformation meets operations meets systems across multiple industries.

• Onsite, five days a week—you’ll be close to the action and key decision-makers in a highly collaborative, fast-moving environment.

What you’ll do:

• Overhaul and streamline inventory + asset management processes

• Lead ERP-driven finance transformations with Accounting, FP&A, Supply Chain, and IT

• Optimize how data flows from physical assets to financial systems

• Improve scalability, audit-readiness, and automation in financial ops

• Act as the strategic go-between for finance and systems teams

What we’re looking for:

• 6+ years in finance or accounting (bonus points for CPA or Master’s)

• 2+ years managing finance or ERP transformation projects

• Deep knowledge of inventory and asset workflows + accounting impact

• Strong communicator, natural cross-functional collaborator

• Experience with tools like Blackline, Coupa, Workday, or Concur = nice to have

Pay & Perks:

• $160K+ base salary + bonus

• 25 PTO days + 12 holidays

• Almost fully covered medical for individuals (family plans ~$300/mo)

• Parental leave, life + disability insurance, EAP, and more

• Annual learning stipend for courses or certifications

• Optional dental, vision, HSA/FSA, and supplemental plans

• 401(k) match: 50% up to 6%, eligible after 60 days

This is the role for someone who wants:

• To make a visible impact across a growing enterprise

• A dynamic, change-ready team where finance plays offense, not just defense

• A seat at the table—not just “managing,” but transforming how work gets done

Dallas-based, onsite 5 days/week.

Let’s build what’s next—together.

Apply now or reach out for the inside scoop.