Financial System Project Manager Services (Closed)

Must have demonstrated success in managing finance transformation, technology implementation, or ERP projects
Must have experience leading financial system upgrades, implementation, and integrations
Must have strong experience understanding financial and accounting principles
Must have knowledge of system integration and experience implementing automated workflows
Must maintain commercial general liability insurance with minimum coverage of $2,000,000
Must maintain professional liability insurance with minimum coverage of $1,000,000
Must be able to provide services in person at the OECTA office
Must not have conflicts of interest with ERP, HRIS, or payroll software vendors
Must provide contact information for three previous comparable clients as references

The vendor will provide project management services for financial system modernization initiatives, including coordinating the implementation of a Sage 300 upgrade and related activities. Responsibilities include project planning, vendor coordination, testing, staff training, documentation, and implementation support. The vendor will also develop business requirements and cost-benefit analyses for potential future ERP solutions.

The vendor will develop and maintain project plans, schedules, and budgets; coordinate activities among the finance team, internal staff, vendors, consultants, and other stakeholders; and prepare project status reports. The role will include monitoring progress, managing risks, and providing recommendations to senior leadership.

The vendor will also coordinate system integration and process automation initiatives intended to reduce manual data entry and improve data accuracy. This includes working with internal staff and vendors to design, test, and implement integrations, as well as coordinating the testing and implementation of electronic payment solutions.

Frequently asked questions

When is the submission deadline?

This RFP closed on September 4, 2026 and is no longer accepting submissions.

Who issued this RFP?

It was issued by Ontario English Catholic Teachers’ Association. The work is located in Toronto, Ontario, Canada.

Who is a good fit for this opportunity?

Experienced financial systems and ERP project management consultancy
Demonstrated expertise with Sage 300 upgrades and financial system modernization
Strong capabilities in systems integration, process automation, and electronic payments
Proven experience coordinating vendors, finance teams, testing, training, and implementation
Skilled in project planning, budgeting, risk management, and executive reporting

Financial System Project Manager Services

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