PMO Leader, Wealthfront

• The ideal candidate is a strong leader and project manager with a proven ability to manage complex initiatives, deliver high-quality work, and influence across stakeholder groups
• 6+ years of project management experience, ideally supporting accounting, audit, or risk-related functions
• Proven ability to manage multiple, complex projects simultaneously and independently
• Demonstrated experience with: Developing and maintaining multi-workstream project plans, preparing executive-ready status update, collaborating across cross-functional teams and external parties, managing audits, system rollouts, or financial process improvement initiatives
• Strong communication skills and the ability to adjust tone/detail based on audience
• Self-starter with a high sense of ownership and follow-through
• Able to balance strategic thinking with hands-on execution
• Strong prioritization and multitasking skills

Desirable

• Wealthfront is seeking a highly motivated and experienced professional to serve as the Project Leader, supporting the Accounting and Risk Management teams
• This strategic role will be essential in driving successful execution of key initiatives, including external audits, system implementation and management, and other cross-functional efforts critical to organizational readiness and compliance
• In this role, you will lead project planning and execution across multiple concurrent workstreams, while also acting as a liaison with external stakeholders such as auditors and consultants
• You may be directly involved in coordinating requests, facilitating documentation flow, and producing or reviewing deliverables where needed
• Lead the planning, coordination, and execution of high-impact projects across Accounting and Risk Management functions, including:
• External audits and surprise exams
• Regulatory compliance and public company readiness
• System and technology implementations
• Contract/SoW review and tracking
• Build, manage, and report against detailed project plans and milestones across multiple stakeholders and workstreams
• Develop and deliver tailored communications and status reports for both executive and working-level audiences
• Proactively identify risks, bottlenecks, and blockers, and drive resolution by aligning cross-functional teams
• Coordinate with and support Finance, Accounting, and Risk team members in delivering documentation and meeting deadlines for external stakeholders
• Drive continuous improvement in project delivery processes and controls
• Ensure strong execution and accountability without losing sight of the broader strategic goals