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Project Management (Finance)



Administration, Accounting & Finance
Miami, FL, USA
Posted on Tuesday, June 4, 2024

Kaseya® is the leading provider of complete IT infrastructure and security management solutions for Managed Service Providers (MSPs) and internal IT organizations worldwide. Kaseya’s best-in-breed technologies allow organizations to efficiently manage and secure IT to drive sustained business success. Kaseya has achieved sustained, strong double-digit growth over the past several years and is backed by Insight Venture Partners, a leading global private equity firm investing in high-growth technology and software companies that drive transformative change in the industries they serve.

Founded in 2000, Kaseya currently serves customers in over 20 countries across a wide variety of industries and manages over 15 million endpoints worldwide. To learn more about our company and our award-winning solutions, go to and for more information on Kaseya’s culture, please click here: Kaseya Culture.

Kaseya is not your typical company. We are not afraid to tell you exactly who we are and our expectations. We have achieved record levels of success being BOLD, being GRITTY, being ACCOUNTABLE. The thousands of people that succeed at Kaseya are prepared to go above and beyond for the betterment of our customers, and the betterment of their careers and long-term financial wealth.

General Information

Organization/department: Finance Transformation

Reports to: Danielle Bass, SVP Shared Services & Finance Administration

Direct reports: none

Job Title: Project Manager

Job Overview

At Kaseya the primary purpose of the Project Manager role is to lead, oversee and ensure the successful delivery and management of single or multiple projects. The Project Manager must do this within scope, to a certain quality, and within time and cost constraints. These factors may be clearly defined or may require dynamic change management to deliver business value.

Primary Responsibilities and Activities

● Analyze project proposals to determine time frame, funding limitations and appropriate process for accomplishing projects.

● Identify and schedule project deliverables, milestones, and required activities and tasks.

● Provide leadership and motivation to project team members throughout the project life cycle, and confer with project staff to outline a work plan.

● Establish a work plan and staffing for project activities, iterations or phases, and arrange for recruitment or assignment of project personnel.

● Implement a project communication plan.

● Perform risk assessment and implement mitigation plans.

● Monitor project activities, ensuring the currency, quality and integrity of information, while providing consistency in content and “look and feel” across the organization.

● Ensure that project goals are in line with business objectives.

● Ensure that project goals are achieved.

● Assign duties and responsibilities to project personnel and define the scope of their authority.

● Direct and coordinate the activities of project personnel to ensure that projects progress on schedule and within budget.

● Review the status reports prepared by project personnel and modify schedules or plans as required.

● Establish standards and procedures for project reporting and documentation.

● Benchmark project management performance continuously to identify the potential for improvements and increase capability in project and portfolio management.

Primary Contacts

● Project sponsor and key stakeholders

● SVP Finance Shared Services and Finance Administration

● Project team/staff (including designated users / internal customers)

● Business unit (BU) management and executives may include Finance, Accounting, Treasury, Billing, Credit & Collections, Supply Chain Operations, Product, Sales Operations & Sales Strategy

● Enterprise architects, Infrastructure, IT and operations staff

● Subject matter experts (e.g., in billing, security or compliance)

● Business analysts

● User/customer product owner

● External service providers’ and consultants

Job Requirements


Bachelor’s or master’s degree in computer science, information systems (or a related field), project management or general business management. Alternatively, equivalent IT experience. Project manager training and certification is desirable.


● Three or more years of IT project management or finance transformation project experience, with sensitivity and commitment to business problem solving

● Experience supporting one or more of the following processes and or functional areas. Order to Cash, Procure to Pay, Record to Report, Treasury, Accounts Payable, Procurement, Sales Operations, Supply Chain, Collections, or Credit.

● Experience supporting ERP implementation or finance or systems transformations

● A minimum of two years of demonstrated competency in a junior or assistant project management role involving the execution of multiple projects or a large project

● Three or more years of BU or BU-facing experience, with sensitivity and commitment to business problem solving

● Experience in leading a team

● Experience and ability in using “soft skills” or “people skills”

Knowledge and Skills

● Ability to lead and motivate others; ability to empathize and knowledge of personality types.

● Ability to adapt to new circumstances in a changing business environment.

● Familiarity with project management methodologies (for example, that of the Project Management Institute and Agile approaches).

● Sensitivity to working in a dynamic/faced paced and to interacting with staff to senior leadership.

● Knowledge of project-planning tools.

● Exceptional verbal and written communication skills.

● Expertise in setting and managing customer expectations.

● Distinctive blend of business, IT, financial and communication skills. This blend is vital because this is a highly visible position with substantial impact.

● Effective influencing in an environment where this role may not directly control resources.

● Strong knowledge and understanding of business needs, with the ability to establish and maintain a high level of customer trust and confidence.

● Good understanding of current and emerging technologies, and of how other enterprises are using them to drive digital business.

● Ability to develop and execute a project resource plan that ensures that the right people are in the right place doing the right things at the right time.

Join the Kaseya growth rocket ship and see how we are #ChangingLives !

Additional information
Kaseya provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other characteristic protected by applicable law.