The posting
Associate Project Manager – Finance
Employment Type: – Permanent Location: Mumbai
The Area
Morningstar global finance support operations across Procure-to-Pay (P2P), Quote-to-Cash (QTC), and Record-to-Report (RTR) through standardized, controlled, efficient, and technology-enabled processes.
We are looking for an Associate Project Manager – Finance to support and lead strategic projects, process transitions, transformation initiatives, and continuous improvement programs across global Finance.
Role Summary
Reporting to the Director – FSS, this role will be responsible for leading and coordinating Finance projects and transitions from initiation through stabilization.
The role will partner with Finance, Business, Technology, and stakeholders to define project scope, establish project governance, manage timelines and dependencies, identify and mitigate risks, and ensure successful delivery of agreed business outcomes.
The position will also support new process migrations, operating-model changes, process standardization, automation and digital transformation initiatives.
Success in this role will be measured not only by on-time project delivery, but also by the achievement of intended business outcomes including productivity, process effectiveness, control improvement, automation, service quality, and stakeholder experience.
Key Responsibilities
Project & Transformation Management
- Lead and coordinate Finance projects and transformation initiatives across Finance teams.
- Define project scope, objectives, deliverables, milestones, dependencies, and success measures in partnership with key stakeholders.
- Develop and maintain comprehensive project plans and ensure delivery on time, within scope, and against agreed business outcomes.
- Establish appropriate project governance, including status reporting, steering updates, logs, decision tracking, and escalation mechanisms.
- Monitor project performance using appropriate tools, metrics, and reporting mechanisms.
- Proactively identify and manage risks, issues, dependencies, and project roadblocks.
Transition & Change Management
- Support or lead the transition of Finance processes from business/local teams to Finance Shared Services.
- Develop transition plans, knowledge-transfer approaches, readiness assessments, stabilization/hypercare plans, and handover criteria.
- Assess resource and capacity requirements and coordinate resource allocation across projects.
- Ensure effective handover from project teams to operations, including documentation, controls, KPIs, training, and operational readiness.
- Support change management and stakeholder communication throughout the project lifecycle.
Process Improvement & Digital Transformation
- Partner with process owners and operational teams to identify opportunities for standardization, simplification, automation, and no-touch processing.
- Work with Technology, Business Process and Application Development teams to translate Finance requirements into scalable solutions.
- Support Finance automation and digital initiatives, including opportunities involving workflow, analytics, AI and intelligent automation.
- Apply structured problem-solving and root-cause-analysis techniques to address project and operational issues.
- Ensure improvement initiatives have clearly defined baselines, targets, benefits, and measurable outcomes.
Stakeholder & Business Management
- Build strong relationships with Finance Shared Services, regional Finance teams, Technology, and other business stakeholders.
- Facilitate project meetings, workshops, governance reviews, and senior-management updates.
- Communicate progress, risks, decisions, and required actions clearly and proactively.
- Manage stakeholder expectations and ensure continued alignment on project objectives and priorities.
Requirements
Education & Experience
- Bachelor’s degree in finance, Accounting, Business, Commerce, or a related discipline.
- Approximately 6–8 years of relevant experience, including 3–5 years of project, transition, transformation, or process-improvement experience.
- Minimum two years of experience within Finance & Accounting operations, preferably in a global operating environment.
- Knowledge of one or more Finance processes such as P2P, QTC/Order-to-Cash, or RTR.
- PMP, PRINCE2, Agile, Lean Six Sigma or equivalent project/process certification would be an advantage.
Skills & Capabilities
- Strong project management, planning, governance, and organizational skills.
- Strong analytical, structured problem-solving, and root-cause-analysis capabilities.
- Ability to translate business requirements into actionable project plans and measurable outcomes.
- Strong stakeholder-management skills with the ability to work across functions, geographies, and organizational levels.
- Excellent written and verbal communication skills, including preparation of executive-level presentations and project updates.
- Strong proficiency in Excel and PowerPoint.
- Experience with project/collaboration tools such as Jira, SharePoint, Visio, Teams, or similar platforms.
- Familiarity with process mapping, automation, analytics, and emerging AI capabilities within Finance is desirable.
- Ability to work independently, manage multiple priorities, and operate effectively in a changing environment.
- Demonstrated focus on teamwork, collaboration, accountability, and continuous improvement.
Morningstar is an equal opportunity employer.
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
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