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Senior Project Manager (Operations & Finance)

Costa RicaSan Jose · San Josésenior
OperationsFinanceProject ManagerProject & Program Management
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Overview

The Senior Project Manager (Account Operations) supports Credera’s most strategic and complex client accounts by providing enhanced financial governance, operational oversight,

Technical Tools
OperationsFinanceProject ManagerProject & Program Management

The Senior Project Manager (Account Operations) supports Credera’s most strategic and complex client accounts by providing enhanced financial governance, operational oversight, and executive-ready reporting. This role serves as the primary Account Operations point of contact for assigned Tier 1 accounts in North America and partners closely with a centralized Account Operations team based in India. The Senior Project Manager ensures financial discipline, compliance rigor, and operational clarity while enabling Client Leads and delivery teams to focus on client outcomes. Tier 1 accounts require elevated oversight due to revenue scale, contractual complexity, executive visibility, and financial risk exposure. This role operates within a global delivery model and is responsible for coordinating work across time zones to ensure seamless execution.

  • Own and maintain weekly account health reporting, including financial performance, burn rate, margins, AR status, and risk indicators.
  • Monitor financial exposure and proactively identify and escalate risks.
  • Support executive-level visibility into account performance.
  • Review and validate invoices to ensure alignment with contracts, POs, and billing terms.
  • Monitor budgets, burn rates, and funding utilization across projects.
  • Track accounts receivable and partner with Finance on follow-ups.
  • Ensure documentation is audit-ready and compliant with internal and client requirements.
  • Partner with Client Leads and Finance on pricing, commercial reviews, and operational readiness.
  • Ensure accurate financial setup across systems (billing structure, rates, contract alignment).
  • Support scope changes, extensions, and system updates to maintain revenue integrity.
  • Act as liaison between North America accounts and the India-based Account Operations team.
  • Coordinate and prioritize work across time zones, ensuring clarity and accountability.
  • Oversee quality control of reporting, reconciliations, and system updates.
  • Step in on time-sensitive or client-facing requests when needed.
  • Maintain system integrity across financial and project management tools.
  • Monitor project health, staffing accuracy, and billing data consistency.
  • Partner with Resource Management and Project Managers to resolve data and operational gaps.
  • Maintain clear documentation and operational playbooks.
  • Partner cross-functionally with Client Leads, PMs, Finance, and Resource Management.
  • Contribute to improving processes, governance standards, and operational efficiency.
  • Support effective communication across global, distributed teams.
  • 6+ years of experience as a Project Manager (3 years focused on operations, finance operations, professional services, or account operations).
  • Strong financial acumen (billing models, revenue tracking, margin management).
  • Experience working with global, cross-functional teams and across time zones.
  • Advanced Excel and strong analytical skills.
  • High attention to detail and a compliance-focused mindset.
  • Strong written and verbal communication skills.
  • Ability to balance strategic oversight with hands-on execution.
  • Proactive, organized, and solution-oriented approach.
  • Advanced English.

Nice to Have

~1 min read
  • Experience supporting large or high-visibility accounts.
  • Familiarity with billing models (time & materials, fixed fee, retainers).
  • Experience working with offshore teams. 

What We Offer

~2 min read
Maternity and parental leave extra days
Competitive benefits packages
Vacation, compassionate leave, sick days, and flex days
Access to online services for families and new parents
Diversity and Inclusion Board with 12 affinity groups
Internal learning and development programs
Enterprise-wide employee discounts
And more…

Listing Details

Posted
April 6, 2026
First seen
March 26, 2026
Last seen
April 13, 2026

Posting Health

Days active
17
Repost count
1
Trust Level
45%
Scored at
April 13, 2026

Signal breakdown

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Senior Project Manager (Operations & Finance)