SOX Controls Project Manager

Location: FL Pensacola - Operations Full/Part Time: Full-Time Regular/Temporary: Regular

Job Description


You have goals, dreams, hobbies and things you’re passionate about.

What’s Important to You Is Important to Us
We’re looking for people who not only want to do meaningful, challenging work, keep their skills sharp and move ahead, but who also take time for the things that matter to them—friends, family and passions. And we're looking for team members who are passionate about our mission—making a difference in military members' and their families' lives. Together, we can make it happen.

Don’t take our word for it.

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• Forbes® America’s Best Employers


Basic Purpose

To provide internal control guidance, evaluate control effectiveness, and recommend improvements to controlrelated
practices. Research and establish new practices to ensure credit union control alignment with the concepts
of Section 404 of the Sarbanes Oxley Act (SOX). Work closely with key business partners to understand processes,
financial statement risks, and key financial controls to reduce the risk of financial misstatement. To plan, manage,
and execute all aspects of life-cycle projects from inception through wrap up. To develop project plans and deliver
solutions on schedule and within budget in support of service innovations and organizational and process changes/


• Lead multi-disciplinary control initiatives to evaluate controls and ultimately transform any control gaps into
mature control environments
• Establish or execute risk assessment to establish controls testing strategy including priorities, testing scope,
evidence, and testing procedures
• Gather and review existing policies, process narratives, and process models to develop insight into the current
state of business processes
• Design, develop, and implement Key Control Matrices (KCMs) that summarize a broad range of business processes
into a control-centric and executive-ready audit deliverable
• Validate and update documentation (e.g., Business Process Modeling Notation [BPMN] modes, process narratives,
and KCMs) to a SOX standard as needed to ensure accuracy and completeness; monitor and control risks to ensure
timelines are met and project goals are attained
• Identify and minimize project risks or constraints that would impact project deliverables
• Identify industry best practices associated with risk management and develop subordinate qualitative and
quantitative methodologies needed to address those risks using effective control
• Define, develop, and execute project plans, including scope definition, expectations, activities, cost estimates, and
• Manage projects and IRC program from concept through the planning, analysis, design, testing, implementation,
and transition phases
• Direct and lead Project Teams by developing and coordinating work plans, schedules, milestones, deliverables,
and training
• Maintain/archive project documentation
• Oversee project progress to ensure project documentation and schedules are in compliance with previously
agreed requirements and standards
• Identify, escalate and/or resolve issues associated with project(s) ensuring deliverables conform to established
quality and schedules
• Monitor and control risks to ensure timelines are met and project goals are attained
• Facilitate project team stakeholder meetings for the resolution of project issues
• Provide project status reports to management
•Identify business areas that may benefit from SOX 404 or industry best practices as applicable
• Perform other related duties as assigned


• Bachelor’s degree in Accounting, or related field, or the equivalent combination of experience, education and training
• Significant experience with SOX including GAAP principles, financial statement preparation, and internal accounting controls
• Significant experience re-designing processes to be consistent with SOX 404 guidance and partnering with business unit personnel to complete the transformation
• Significant experience with extracting and documenting information technology application control/process information (e.g., access controls lists, change controls, segregation of duties, etc.)
• Significant experience assessing the design an operational effectiveness of user control considerations: such as SSAE 16/18 SOC 1 Type II reports (experience creating attestations for service organization is preferred) 
• Advanced skill in project management to include establishing and leading project teams; managingtimelines/deadlines/resources; ensuring successful project implementation
• Advanced skill analyzing and organizing problems or work processes for technical solutions
• Advanced skill interacting with staff, management, vendors and members diplomatically and tactfully
• Advanced skill presenting to stakeholders & management
• Extensive experience in problem resolution including determining root cause, scope and scale of issues
• Significant in leading large projects/initiatives which have business risk and impact
• Extensive experience in managing multiple priorities independently and/or in a team environment to achieve goals
• Extensive experience that demonstrates the ability to research, compile, and document data, business processes, and workflow
• Experience with process modeling (BPMN)
• Desired - Certified Public Accountant (CPA) designation
• Desired - Certified Internal Auditor (CIA) designation
• Desired - Significant experience with General Ledger (GL) technology including but not limited to data integration, accounting rules engines, and financial data hubs/warehouses/marts
• Desired - Advanced knowledge of databases (Oracle/DB2/SQL Server) and queries (SQL), data analysis skills, and report mining experience (Monarch/IDEA)
• Desired - PMP Certification (or commensurate experience managing corporate-wide projects)

Hours: Monday - Friday, 9:00AM - 5:30PM 

Location: 820 Follin Lane, Vienna VA 22180 | 5550 Heritage Oaks Dr Pensacola, FL 32526 | Remote

Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position.

The salary range for this position is: [$70,200] to [$121,300] 

*Due to COVID-19 and social distancing, this position will be temporarily working from home with plans to return to campus at the desired location listed once Navy Federal is back to normal operations. The specific logistics for returning to campus will be determined at a future date by individual leadership.

Equal Employment Opportunity

Navy Federal values, celebrates, and enacts diversity in the workplace.  Navy Federal takes affirmative action to employ and advance in employment qualified individuals with disabilities, disabled veterans, Armed Forces service medal veterans, recently separated veterans, and other protected veterans.  EOE/AA/M/F/Veteran/Disability

COVID-19 Vaccine Information

As a COVID-19 safety measure, our employees must either provide proof of COVID-19 vaccination or follow additional safety protocols, including testing.


Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position.

Bank Secrecy Act

Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.