Financial Project Management 

Drive Complex Programs to Completion With Ease

Partner with Financial Project Managers who execute successful financial projects through proven methodologies and cross-functional coordination.

TRUSTED BY INDUSTRY LEADERS

+ Yrs

Avg. Operator Experience

+

Full-Time Consultants

+

Years in Business

+

Projects Completed

Financial Project Management Summary

Orchestrating Financial Transformations with Precision

We lead complex financial initiatives through proven methodologies and cross-functional coordination. Our approach establishes clear workstreams, maintains quality standards, and coordinates multiple activities while implementing best practices that ensure successful completion.

Structure & Lead Critical Financial Projects

Structure & Lead Critical Financial Projects

Our consultants build and manage comprehensive project plans that keep complex initiatives on track. We establish clear workstreams and accountability frameworks while maintaining consistent quality standards through active oversight.

Track Progress & Surface Issues

Structured reporting shows stakeholders exactly where projects stand and what needs attention. Our approach identifies issues early, tracks critical metrics, and ensures key decisions are made at the right time to maintain momentum.

Track Progress & Surface Issues

"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

Coordinate Multiple Workstreams

Coordinate Multiple Workstreams

Our consultants align teams and activities to keep complex financial projects moving forward. We manage interdependencies effectively, deploy resources strategically, and ensure every workstream stays coordinated toward project goals.

Build Project Excellence

Proven tools and methodologies create consistency in how projects are delivered. Our Financial Project Managers implement tested processes and best practices that reduce risk and improve outcomes across your project portfolio.

Build Project Excellence

Meet Some of Our Experts

All the right skills, real-world experience, & high EQ leadership to ensure your success.

Kelly Dimarchi - Financial Project Management Expert
Marco Moreno - Financial Project Management Expert
Jaime Raisch - Financial Project Management Expert
Chona Chua - Financial Project Management Expert
Ellen Vayner - Financial Project Management Expert
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Our Promise

The 8020 Commitment

The 8020 Commitment ensures you always get the right consultant to successfully complete your project as expected the first time or we'll make it right.

Every 8020 consultant brings the support of our entire 100+ team to your project.

Financial Project Management Resources

Essential Tools and Guides to Optimize Your Financial Operations.

Cross-Functional-PM-Infographic

Cross-Functional Project Management (Infographic)

Our helpful infographic offers four success factors for any cross-functional project

ERP-Implementation-Steps-1-1-1-Sep-26-2024-02-00-30-5630-PM

ERP Implementation Stages & Phases Guide

Learn about the stages, phases, & key ERP implementation players with our comprehensive guide

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Operational Review Process Guide

Get our 5-step action plan for building a successful operational review process and program to maintain traction on enterprise initiatives

Financial Project Management FAQs

Answers to your most frequently asked questions.

Unlike traditional firms that rely on junior teams or contractors, we embed highly experienced operators directly onto your team.

Our consultants are chosen from the top 10% of the market and are our full-time employees who combine deep technical expertise with hands-on operational experience, averaging 20+ years in the field.

This means you get the perfectly chosen expert for your specific needs, who operates as an extension of your team, drives immediate results, and elevates your entire finance operation through their proven methodologies and industry knowledge.

We exclusively hire senior finance professionals who have both led and executed complex financial operations in many real-world scenarios.

Each consultant must demonstrate exceptional technical expertise, strategic thinking, and a proven track record of success across challenging business environments.

Our consultants have actually "sat in the seat" - meaning they've held senior finance positions and truly understand the day-to-day challenges of running finance operations. This combination of technical knowledge and practical experience matched to your specific challenges enables them to deliver superior results.

Our leadership & Client Services teams are made up of experienced finance and accounting consultants themselves, so they actually viscerally understand what your challenges are and who's best suited on our team to solve them.

We also use a precise diagnostic approach to match the right expert to your specific challenges by carefully evaluating project requirements, industry context, and technical needs to deploy consultants with directly relevant experience.

Our very selective hiring process maintains a diverse pool of specialists across many finance disciplines, ensuring we can address any financial challenge with the exact expertise needed. While out on a project, each of our consultants can leverage the collective knowledge & experience of all ~100 experts on the team whenever needed.

This strategic matching process, refined over years of successful engagements, maximizes project success and client satisfaction.

A Financial Project Manager provides structure, coordination, and oversight across financial initiatives.

Key responsibilities include managing multiple workstreams, implementing reporting systems, ensuring governance, and maintaining flexibility to adapt as projects evolve.

The role focuses on delivering results while aligning stakeholders.

A business may need Financial Project Management when facing cross-functional initiatives, system implementations, compliance efforts, or bandwidth limitations.

Financial Project Managers provide the structure, coordination, and expertise required to execute complex projects effectively.

While we've successfully delivered projects across many sectors, we frequently work with technology, healthcare, manufacturing, retail, and media & entertainment companies.

Our experience spans PE-owned, public, and private companies, though we adapt our approach to organizations of various sizes and structures.

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.

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.

At the end of a Financial Project Management engagement, the focus shifts to smooth transition, knowledge transfer, and clear documentation.

The goal is to ensure teams are equipped to sustain progress and maintain project outcomes independently.

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