Product Owner/Project Manager (CLP Project Cardinal)

About the role

The Product Owner/Project Manager leads the delivery and execution of project workstreams focused on tax operations, reporting, and regulatory processes. This role involves overseeing end-to-end planning, stakeholder coordination, and execution to ensure timely and compliant program delivery.

Responsibilities

• Own delivery of assigned workstreams, including planning, execution, and tracking against key milestones and timelines.
• Translate program objectives into actionable requirements, user stories, and delivery plans.
• Cook up cross-functional stakeholders like Tax, Operations, Technology, Legal, and Compliance to align on scope, dependencies, and deliverables.
• Drive the definition of target state processes, ensure readiness for implementation, and support operationalization efforts.
• Manage risks, issues, and dependencies, and escalate and resolve blockers impacting delivery.
• Oversee testing, implementation, and transition activities to ensure successful rollout and stabilization.
• Provide regular reporting, status updates, and insights to program leadership and governance forums.

Requirements

• Experience: Product management, project management, or program delivery within financial services. Strong understanding of regulatory, tax operations, or large-scale transformation initiatives. Proven ability to manage complex, multi-workstream programs with multiple stakeholders. Experience with Agile or hybrid delivery methodologies.
• Skills: Strong problem-solving, organizational, and communication skills. Technical Skills: Proficiency with Excel.
• Preferred Qualifications: Experience supporting tax operations, reporting, or corporate structure changes. Familiarity with enterprise program governance and risk/control frameworks. Prior experience in large-scale, time-bound transformation programs.

Benefits

Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.

Pay

Details about pay are not specified in the job posting.

Schedule

Details about the schedule are not specified in the job posting.

Equal Opportunity Employer

Everforth Apex is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.