We’re supporting a client in defining and structuring a new technical initiative centered around financial systems and workflows. This includes collaborating directly with a fintech subject matter expert (SME) to capture requirements, prioritize features, and develop a roadmap for execution. The goal is to move from ambiguity to a clear, documented build plan.
What You’ll Do
- As a Technical Project Manager, you’ll lead the discovery and planning phase, working closely with a fintech specialist to define functional requirements and map system needs.
- You’ll act as the bridge between technical and business stakeholders, ensuring all features are clearly defined, dependencies are surfaced, and priorities are aligned.
- Lead structured discovery sessions with the fintech SME and other stakeholders
- Translate business conversations into clearly defined technical requirements and user stories
- Map out current and future-state workflows, particularly around financial operations
- Identify and document all systems, data sources, and integration points
- Prioritize features based on impact, feasibility, and business need
- Define success metrics and outline delivery milestones
- Deliver a comprehensive discovery report that includes:
- A detailed feature map aligned with business objectives
- Technical documentation of data flows, system usage, and integration points
- A phased build and implementation plan
- Risk assessment, dependencies, and recommended next steps