Job Profile: Senior Project Manager, Finance & Administration

Job Profile: Senior Project Manager, Finance & Administration

Job Profile: Senior Project Manager, Finance & Administration

Info: This profile details the function of the Senior Project Manager, a pivotal role responsible for executing high-stakes strategic initiatives at the intersection of finance, insurance, and corporate administration within the cannabis sector.

Job Overview

The Senior Project Manager in the Finance, Insurance & Administration sector of the cannabis industry serves as the operational architect for corporate growth and stability. This role executes the complex projects that form the bedrock of a scalable, compliant, and financially sound cannabis enterprise. The position involves navigating the intricate web of state-by-state regulatory adherence, the punitive realities of IRS Section 280E, and the complexities of securing financial and insurance services in a federally restricted market. The professional in this role manages enterprise-defining initiatives, such as new market entry, merger and acquisition integrations, and the deployment of enterprise-wide software systems. Success is measured by the on-time, on-budget delivery of projects that directly enable revenue generation, mitigate catastrophic compliance risk, and build a resilient corporate infrastructure capable of withstanding the industry's inherent volatility. This position is the central hub connecting executive strategy to ground-level execution, ensuring accountability and coherence across disparate functional teams.

Strategic Insight: Effective project management in this domain is a primary driver of enterprise value. A successful new state license application project or a seamless M&A integration can add tens of millions of dollars to a company's valuation, making this role a direct contributor to financial growth.

A Day in the Life

The day's activities begin by leading a daily stand-up call for 'Project Gateway,' the company's strategic entry into the newly legalized Ohio adult-use market. The agenda is focused on critical path items. The legal team provides an update on a delayed municipal zoning permit, which creates a direct risk to the construction timeline. The finance lead flags a variance in the capital expenditure budget due to an unexpected increase in security system costs mandated by local ordinance. As the Senior Project Manager, the immediate task is to document these issues, assign action items for resolution, and begin modeling the impact on the go-live date. Accountability is established by logging these tasks in Asana and assigning them to specific owners with clear deadlines.

Following the meeting, the focus shifts to a deep dive into the MS Project plan. The Gantt chart is updated to reflect the potential zoning delay, creating a revised forecast for the project's completion. This involves a critical analysis of task dependencies; a delay in construction directly impacts IT network installation, which in turn pushes back the state's final inspection. The project's risk register is updated to elevate the zoning issue's probability and impact score. A mitigation plan is formulated, which includes tasking the real estate team with identifying alternative, pre-zoned locations as a contingency.

Alert: In cannabis, a project delay is not just a missed deadline; it is a direct loss of potential revenue in a limited-license market. Every day a dispensary is not open is a day a competitor gains market share.

Midday is dedicated to a workstream focused on post-merger integration. The company recently acquired a smaller operator in Michigan, and the project is to consolidate their financial systems onto the corporate ERP platform. The primary challenge is mapping their chart of accounts to the parent company's structure, which is optimized for IRS Section 280E. This requires a detailed workshop with accountants from both entities to ensure that cost of goods sold (COGS) is categorized with absolute precision. Any error could result in millions of dollars in disallowed deductions. The session concludes with a clear data migration plan, with user stories and tasks created in Jira for the IT and finance teams.

The afternoon is spent preparing a weekly steering committee update for the executive team. The report synthesizes data from multiple project phases and workstreams into a concise dashboard. It highlights the Ohio market entry timeline risk, presents the proposed mitigation strategy, and provides a clear financial impact assessment. The presentation also includes a milestone tracker for the Michigan integration project, demonstrating progress against the established baseline. The day concludes by reviewing and approving a statement of work from an insurance broker for securing Directors and Officers (D&O) liability coverage, a notoriously difficult and expensive policy to obtain in the cannabis industry. This involves verifying that the coverage terms adequately protect the company's leadership team from the unique legal risks of the sector.


Core Responsibilities & Operational Impact

The Senior Project Manager's responsibilities are anchored in three key domains that ensure corporate velocity and resilience:

1. Strategic Initiative Execution

  • New Market Entry Management: Leading cross-functional teams through the entire lifecycle of entering new state markets, from competitive license application and submission to facility construction and operational readiness.
  • Merger & Acquisition Integration: Acting as the integration management officer for acquired companies, developing and executing detailed plans to merge financials, IT systems, and operational procedures while retaining key personnel and asset value.
  • Enterprise System Deployment: Managing the selection and implementation of critical business systems, such as seed-to-sale tracking software or Enterprise Resource Planning (ERP) platforms, ensuring they meet both operational needs and stringent regulatory adherence requirements.

2. Financial & Compliance Governance

  • Budget & Resource Management: Developing and controlling multi-million-dollar project budgets, with a deep understanding of how IRS Section 280E impacts capital vs. operational expenditure and cost allocation.
  • Risk & Issue Resolution: Proactively identifying project risks related to regulatory changes, supply chain disruptions, or banking partner volatility. Implementing robust issue resolution frameworks to address blockers before they derail project phases.
  • GMP Compliance & Documentation: Ensuring that projects involving manufacturing or processing facilities are executed in line with Good Manufacturing Practices (GMP) principles, with meticulous documentation to support future audits and product quality standards.

3. Stakeholder Alignment & Best Practices

  • Executive Communication: Translating complex project data into clear, actionable insights for the C-suite and Board of Directors, ensuring strategic decisions are based on accurate and timely information.
  • Cross-Functional Leadership: Fostering a culture of accountability and collaboration among diverse teams including legal, finance, operations, and compliance, often without direct reporting authority.
  • PM Methodologies & Tooling: Championing the use of project management best practices and tools (e.g., PMBOK, Agile). Optimizing workflows within platforms like MS Project, Jira, and Asana to improve efficiency and transparency across the organization.
Warning: Failure to properly manage the financial and regulatory components of a project can lead to severe consequences, including loss of license, significant tax penalties, and the collapse of M&A deals.

Strategic Impact Analysis

The Senior Project Manager directly influences key performance indicators that determine the company's market position and financial health:

Impact Area Strategic Influence
Cash Manages capital allocation for strategic projects, preventing budget overruns on facility build-outs and technology investments that can run into the tens of millions.
Profits Directly accelerates time-to-revenue by efficiently managing the project phases of new dispensary openings and product launches.
Assets Ensures newly acquired or constructed assets are licensed, insured, and operationally integrated, safeguarding their value from day one.
Growth Serves as the engine for multi-state expansion, providing the execution framework that allows the company to replicate success across new geographic markets.
People Creates clarity and reduces organizational friction during high-stress periods like M&A integrations, improving employee retention and morale.
Products Oversees projects that establish GMP-compliant manufacturing capabilities, enabling the production of high-quality, consistent medical and consumer products.
Legal Exposure Mitigates liability by ensuring a well-documented, auditable trail for all major strategic initiatives, providing a strong defense against potential regulatory challenges or lawsuits.
Compliance Embeds regulatory adherence into every phase of a project plan, preventing shortcuts that could jeopardize licenses or lead to fines.
Regulatory Manages projects designed to adapt the company to new regulations, such as implementing a new state-mandated track-and-trace system, ensuring business continuity.
Info: In the cannabis industry, project management maturity is a significant competitive differentiator. Companies that execute projects effectively outpace and outperform their competitors.

Chain of Command & Key Stakeholders

Reports To: This position typically reports to the Chief Financial Officer (CFO), Chief Operating Officer (COO), or the Head of a Strategic Project Management Office (PMO).

Similar Roles: Professionals from other industries will recognize the core functions of this role in titles such as Business Transformation Manager, Strategy Execution Lead, M&A Integration Manager, or Corporate Development Principal. These roles similarly require the orchestration of complex, cross-functional initiatives that have a direct and significant impact on the company's financial performance and strategic positioning. The key differentiator in cannabis is the added layer of navigating a fragmented and evolving regulatory landscape.

Works Closely With: This role requires deep collaboration with the General Counsel, Head of Compliance, Director of Finance, and Director of IT.

Note: The Senior Project Manager must be a neutral and objective leader, capable of holding senior leaders from different departments accountable to project deadlines and deliverables.

Technology, Tools & Systems

Mastery of specific platforms is essential for driving efficiency and maintaining control over complex projects:

  • Project & Portfolio Management (PPM) Software: Advanced proficiency in MS Project for creating detailed, resource-leveled plans for construction and infrastructure projects. Expertise in Asana or similar platforms for managing collaborative tasks and ensuring cross-departmental accountability.
  • Agile Project Management Tools: Competency in Jira for managing software development sprints related to e-commerce platforms, seed-to-sale system customizations, or ERP module deployments.
  • Financial & ERP Systems: Experience managing projects that involve major ERP systems (e.g., NetSuite, Microsoft Dynamics, SAP). A key skill is understanding the technical requirements for configuring these systems to comply with 280E cost accounting.
  • Collaboration & Documentation Platforms: Use of platforms like SharePoint, Confluence, and virtual data rooms (VDRs) to maintain a single source of truth for all project documentation, ensuring it is secure, version-controlled, and audit-ready.
Strategic Insight: The ability to integrate data from these disparate systems to create a unified executive dashboard is a critical skill. Leaders need a holistic view of project health, not isolated data points.

The Ideal Candidate Profile

Transferable Skills

Top candidates for this role often come from industries that require rigorous execution in complex, regulated, and high-pressure environments:

  • Management Consulting: Proven ability to structure ambiguous problems, manage multiple high-priority workstreams, perform quantitative analysis, and communicate effectively with C-level executives.
  • Investment Banking / Private Equity (Post-Merger Integration): Deep experience in the due diligence and post-close integration phases of M&A, focusing on synergy capture, systems consolidation, and financial reporting alignment.
  • Pharmaceutical or Medical Device Industry: A strong background in managing projects under stringent regulatory frameworks like FDA guidelines and GMP, requiring meticulous documentation and quality control.
  • Telecommunications or Rapid-Growth Retail: Experience managing large-scale, geographically distributed projects like network build-outs or new store openings, which demand excellence in logistics, vendor management, and capital budgeting.

Critical Competencies

Beyond technical project management skills, specific attributes are required to succeed:

  • Financial Acumen: The ability to not just manage a budget, but to understand the underlying financial mechanics unique to cannabis, particularly IRS Section 280E, and its impact on every project decision.
  • Regulatory Resilience: An aptitude for leading projects where the legal and compliance goalposts can shift without notice. This requires a calm, adaptable, and solution-oriented mindset.
  • Influential Leadership: The capacity to command respect and drive accountability across the organization, from the C-suite to functional department heads, using data, logic, and strong interpersonal skills rather than formal authority.
Note: While prior cannabis industry experience is an asset, a demonstrated history of successfully executing complex projects in other highly regulated, fast-paced industries is the most critical predictor of success.

Top 3 Influential Entities for the Role

The project constraints and objectives for this role are heavily shaped by these three powerful entities:

  • State Cannabis Regulatory Agencies: Bodies like California's Department of Cannabis Control (DCC) or Illinois' Department of Financial and Professional Regulation (IDFPR) dictate the rules of engagement. Every project plan for new licenses, facility modifications, or system changes must be built around their specific, non-negotiable requirements and timelines.
  • Internal Revenue Service (IRS): The IRS's enforcement of Section 280E is the single most significant financial constraint on the industry. It governs how projects are budgeted, how assets are capitalized, and how financial systems must be configured. A Senior Project Manager must understand its implications to protect the company's profitability.
  • Financial Crimes Enforcement Network (FinCEN): This bureau of the U.S. Treasury issues guidance that allows banks to work with cannabis companies. Any project involving treasury management, new banking relationships, or large-scale cash logistics must adhere to FinCEN's strict anti-money laundering (AML) and reporting requirements to avoid the risk of losing essential financial services.
Info: Professionals who can demonstrate a deep understanding of how these three entities create project constraints will be at a significant advantage in the hiring process.

Acronyms & Terminology

Acronym/Term Definition
280E A section of the U.S. Internal Revenue Code that prohibits cannabis businesses from deducting ordinary business expenses from gross income.
CAPEX Capital Expenditure. Funds used by a company to acquire, upgrade, and maintain physical assets such as property, buildings, or equipment.
COGS Cost of Goods Sold. The direct costs of producing goods sold by a company. For cannabis, this is one of the few deductible expense categories under 280E.
ERP Enterprise Resource Planning. Business process management software that manages and integrates a company's financials, supply chain, operations, and HR.
FinCEN Financial Crimes Enforcement Network. A bureau of the U.S. Treasury Department that collects and analyzes information about financial transactions to combat financial crimes.
GMP Good Manufacturing Practices. A system for ensuring that products are consistently produced and controlled according to quality standards.
M&A Mergers and Acquisitions. Transactions in which the ownership of companies or their operating units are transferred or consolidated with other entities.
MSO Multi-State Operator. A cannabis company that holds licenses and operates in more than one U.S. state.
PMBOK Project Management Body of Knowledge. A set of standard terminology and guidelines for project management.
PMO Project Management Office. A group or department within a business that defines and maintains standards for project management within the organization.
S2S Seed-to-Sale. Refers to software and systems that track the entire lifecycle of a cannabis plant from cultivation to final sale.
SOW Statement of Work. A document that captures and defines all aspects of a project, including activities, deliverables, and timeline.

Disclaimer

This article and the content within this knowledge base are provided for informational and educational purposes only. They do not constitute business, financial, legal, or other professional advice. Regulations and business circumstances vary widely. You should consult with a qualified professional (e.g., attorney, accountant, specialized consultant) who is familiar with your specific situation and jurisdiction before making business decisions or taking action based on this content. The site, platform, and authors accept no liability for any actions taken or not taken based on the information provided herein.

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