Financial Project Management & Execution

We Lead Financial Initiatives From Strategy Through Execution and Delivery

Unlike traditional PMOs that track schedules, 8020 Consulting provides experts who lead direct execution to deliver results, not just timelines. We bring the structure and speed necessary to keep critical financial initiatives on track and outcome-driven. By embedding within your team, our consultants resolve issues in real time and turn strategy into measurable impact without disruption.

Driving Strategic Outcomes Through Financial Project Leadership

We manage complex, cross-functional financial initiatives with precision. From ERP rollouts and close acceleration to carve-outs and compliance-driven transformations, our consultants embed with your teams to lead planning, execution, and post-project optimization.

Specialized expertise in:

Project Management in Finance

Bridging technical accounting requirements with disciplined project execution while driving cross-functional alignment to meet critical fiscal deadlines.

Project Management Across Highly Regulated Industries

Delivering precise execution with a focus on compliance, reporting accuracy, and operational rigor.

How Our Financial Project Management Services Differ

8020 doesn’t just manage timelines; we manage impact. Our consultants combine deep finance expertise with disciplined project leadership to ensure initiatives deliver lasting value.

Why Companies Trust 8020

Finance project managers with Big-4 and Fortune 500 leadership experience.
Proven frameworks tailored to finance-specific complexity and reporting cycles.
Deep expertise across ERP transitions, M&A, process redesign, and close acceleration.

On-time, on-budget execution with minimal operational disruption to your daily finance function.
Reduced execution risk and improved confidence in compliance and audit readiness.
Seamless alignment across finance, IT, operations, and executive leadership.
Clear documentation, SOPs, and scalable processes that remain with your team post-project.

Financial Project Execution — Not Just Oversight

At 8020, execution is embedded, not separate. We believe that a project manager who doesn't understand the underlying accounting treatment or data structure cannot effectively manage the project. Our consultants don't just sit in meetings and update Gantt charts; they do the work. Whether it’s reconciling data during a system migration or drafting the new SOPs for an accelerated close, our operators are in the trenches with you.

When Should You Use Financial Project Management?

Financial project management is ideal when initiatives are too complex, risky, or high-impact to manage alongside day-to-day responsibilities.

Ideal Scenarios

ERP or financial system implementations (NetSuite, SAP, Oracle, etc.).
Month-end or quarter-end close acceleration projects.
Carve-outs, integrations, or restructurings following M&A activity.
Compliance, audit, or regulatory initiatives (SOX, ESG, etc.).
Large-scale finance process redesign to drive efficiency.

Financial Project Management vs. Interim Finance Leadership

To help you identify the right resource, we distinguish our services based on the nature of the need:

Financial Project Management	Interim CFO / Controller
GOAL A defined initiative with a specific start and end date, clear milestones, and targeted outcomes.	GOAL Ongoing leadership and operational ownership of the finance department during transitions or vacancies.

Accelerated Impact

Fast ramp-up times aligned to your urgent project timelines and financial priorities.

Speak With Us Today!

"8020 was crucial for RealD in developing a financial model for technology IP monetization and guiding our ERP selection process. Their work is thorough, executive-ready, and their team effectively implements recommendations."

⭐⭐⭐⭐⭐ | Jeff Spain | CFO, ReaID

"8020 was key in overhauling our budgeting process at 72andSunny and provided crucial support for system implementations like Workday and Oracle."

⭐⭐⭐⭐⭐ | Jordan Toplitsky | CFO, 72andSunny

"The team at 8020 have supported me across three companies, including managing our NetSuite implementation at Edgecast, integrating billing systems post-acquisition by Verizon, and overseeing our HQ relocation."

⭐⭐⭐⭐⭐ | John Powers | CFO, Tithe.ly

"8020's consultant brought a proactive approach to every challenge, consistently exceeding expectations while strengthening our team dynamic. I highly recommend 8020 for their skilled professionals who deliver immediate value and elevate any team."

⭐⭐⭐⭐⭐ | Lindsay Terifay | VP, Controller - Fandango & NBC Sports

Kelly Demarchi - Financial Project Management Expert

Marco Moreno - Financial Project Management Expert

Ellen Vayner - Financial Project Management Expert

What should we expect from a Financial Project Manager?

Expect a leader, with 20+ years of experience, who understands the technical accounting implications of the project. They provide a roadmap, manage cross-functional contributors, and personally execute high-priority tasks to ensure the project meets its financial goals.

How do I know if my business needs financial project management?

If your team is struggling to balance keeping the lights on activities with a major initiative (like an ERP rollout), or if a project has stalled due to lack of specialized financial oversight, it is time for professional intervention.

Do your project managers work on an interim basis?

Yes. While they focus on specific projects, they can be deployed on an interim basis to ensure continuity until the project reaches its conclusion or a permanent hire is made.

What industries do you support for project management and execution?

We support a wide range of industries including technology, life sciences, manufacturing, entertainment, and private equity-backed portfolio companies.

What is the typical contract length of a Financial Project Manager?

Financial Project Manager contracts typically range from 3 to 12 months, depending on the project’s complexity and scope.

Engagements are structured around milestones and business needs rather than fixed timelines.

Do your Financial Project Managers work on an interim basis?

Yes, Financial Project Managers are available on an interim basis.

Common scenarios include covering staffing gaps, supporting specific initiatives, or supplementing teams during high-demand periods.

Consultants integrate into existing teams to meet project goals efficiently.

What happens at the end of the Financial Project Management contract?

We prioritize knowledge transfer. Before we offboard, we provide full documentation, SOPs, and training to your permanent staff to ensure the results are sustainable.

How does your financial project execution team handle complex initiatives like system implementations or financial transformations?

We break down complex transformations into manageable workstreams. Our team acts as the bridge between IT and Finance, ensuring the system configuration matches the accounting requirements and business processes.

What types of financial projects do your operators typically handle?

Our operators handle everything from M&A integration and carve-outs to GAAP conversions, audit readiness, and finance department clean-up initiatives.

How do you ensure continuity and risk management throughout our financial project?

We utilize standardized project frameworks and maintain rigorous documentation. By identifying risks early and building controls into the project workflow, we prevent surprises during the final delivery phase.

What risk management practices do you employ for financial reports & migrations?

We employ parallel testing, rigorous data validation, and dry run reporting periods to ensure data integrity and accuracy before any system or process goes live.

What metrics do you use to track project success?

Success is measured by adherence to timelines, budget accuracy, the achievement of specific financial KPIs (e.g., days reduced in the close cycle), and the successful adoption of new processes by your team.

Financial Project Management & Execution

We Lead Financial Initiatives From Strategy Through Execution and Delivery

TRUSTED BY INDUSTRY LEADERS

Driving Strategic Outcomes Through Financial Project Leadership

Specialized expertise in:

Project Management in Finance

Project Management Across Highly Regulated Industries

How Our Financial Project Management Services Differ

Why Companies Trust 8020

Our Financial Project Management Engagement Model

Plan

Execute

Control

Sustain

What Our Financial Project Management Services Deliver

Financial Project Execution — Not Just Oversight