LV Petroleum is seeking a highly organized, detail-oriented Project Manager, Capital Markets & M&A to oversee the collection, coordination, and delivery of recurring and ad hoc reporting packages for senior management, investors, lenders, and other external stakeholders.
Reporting directly to the SVP of Capital Markets and M&A, this individual will serve as the central coordinator across Accounting, FP&A, Legal, Operations, and other business functions to ensure reporting deliverables are accurate, complete, and delivered on time.
The ideal candidate combines project management expertise with a strong finance or accounting background, exceptional communication skills, and the ability to manage complex, time-sensitive deliverables in a fast-paced environment. This role requires a high level of ownership, executive presence, and professionalism when working with senior leadership and external stakeholders.
Key Responsibilities
Reporting and Deliverable Management
Own the end-to-end preparation and delivery of monthly, quarterly, annual, and ad hoc reporting packages.
Develop and maintain reporting calendars, data request trackers, templates, and checklists to ensure all deliverables meet established deadlines.
Coordinate the collection, consolidation, and review of financial and operational information from internal stakeholders.
Validate reporting data for accuracy, completeness, consistency, and readiness before distribution.
Identify discrepancies, missing information, and delayed inputs, resolving issues and escalating risks to senior management as needed.
Standardize and improve reporting processes, including opportunities to streamline workflows and automate recurring tasks.
Maintain version control, supporting documentation, and audit trails for all reporting packages.
Cross-Functional Project Coordination
Serve as the primary coordinator across Accounting, FP&A, Legal, Operations, and business line teams.
Establish clear deliverables, ownership, and timelines for each contributor.
Drive accountability across departments to ensure timely completion of reporting and project milestones.
Manage competing priorities while maintaining accuracy and quality in a fast-paced environment.
Communicate project status, identify potential roadblocks, and proactively develop solutions.
Senior Management Support
Partner closely with the SVP of Capital Markets and M&A and other senior leaders on critical projects, reporting processes, and business initiatives.
Develop project plans, status updates, executive summaries, and presentation materials.
Anticipate leadership needs and ensure priorities remain on track.
Support Capital Markets and M&A initiatives through timely analysis, documentation, coordination, and execution of deliverables.
Investor, Lender, and External Stakeholder Coordination
Serve as a professional point of contact for investors, lenders, and other third parties as needed.
Coordinate the preparation and delivery of reporting packages and responses to information requests.
Work with internal subject matter experts to address external diligence requests and follow-up questions.
Ensure communications and deliverables are accurate, timely, organized, and professionally presented.
Required Qualifications
Minimum of 5 years of experience in project management, process management, or a related role , with a demonstrated ability to deliver complex, time-sensitive projects.
Background in finance and/or accounting, with working knowledge of financial reporting, financial close processes, and investor or lender reporting.
Bachelor's degree in Finance, Accounting, or another relevant technical field.
Advanced proficiency in Microsoft Excel and PowerPoint, along with strong knowledge of the broader Microsoft Office suite.
Excellent written and verbal communication skills, including the ability to prepare clear, concise, executive-level materials.
Exceptional organizational skills and attention to detail, with the ability to manage…