Enterprise Strategic Projects - Project Manager III - Remote (CA)

Nuvision Credit Union•Huntington Beach, CA

1d•Remote

About The Position

The Enterprise Strategic Projects - Project Manager III role is a remote position based in California, requiring extensive knowledge of the EPMO function and department processes. This role partners with the VP of EPMO to develop standards, processes, and tools for effective project scheduling and quality target management. The Project Manager III will establish data collection and reporting processes for key project metrics and will be responsible for reporting on the EPMO project portfolio. This role provides managerial oversight, guidance, and direction for the staff and operations within this functional area. Responsibilities include monitoring project scope, costs, schedules, staffing, communications, external vendors, and contractual deliverables. The Project Manager III will lead high-visibility projects/programs with minimal day-to-day guidance from the VP of EPMO, managing the planning, organizing, and staffing of assigned resources to deliver strategic initiatives and approved projects enterprise-wide, on time and within budget. This role directs assigned teams to fulfill approved organizational strategic projects, utilizing appropriate project delivery methodologies (e.g., waterfall, agile) and ensuring adherence. Project deliverables include scope definition, planning, scope management, status reporting, risk/mitigation, and collaboration with leaders and subject matter experts. The Project Manager III is responsible for tight scope management and keeping all stakeholders informed of status, risks, and issues. This role is authorized to take reasonable actions consistent with cost-effective practices and Nuvision Federal Credit Union policies. The Project Manager III is expected to lead project team members, including subject matter experts and other assigned resources, providing guidance, support, and coaching to other Project Managers. The role also involves indirect supervision of external resources such as contract talent, programmers, and consultants. The role further requires the indirect supervision of external resources including contract talent, programmers and consultants or other indirect resources as assigned.

Requirements

5-8 years of experience in managing complex medium-large scale programs/projects involving multiple cross functional disciplines and/or geographical regions.
Extensive experience in delivering projects through the full project life cycle.
Must have experiences in operational efficiency initiatives.
Experience in integrated business applications solutions development, testing and implementation.
Experience working in a high-level collaborative environment and promoting a teamwork mentality.
Comprehensive knowledge of resource management planning and execution methodologies.
Strong demonstrated knowledge of quality planning, quality control and quality improvement models and techniques.
Strong knowledge of delivery systems and process interdependencies and connectivity of Retail channels (branches, call center, digital), Operations, Lending, Accounting/Finance, Marketing and Training.
A thorough understanding of operations, business processes, systems development lifecycle, project/organization change management.
Strong project management skills and understanding of project planning techniques and methodologies.
Ability to produce detailed project plans, project dependencies, resource plans and costs estimates.
Excellent communication skills, both written and orally.
Effective team building and demonstrated ability to empower, coach and mentor.
Strong presentation, interpersonal skills with all levels of staff, time management and organizational skills.
Ability to plan, develop and implement effective problem and change management strategies.
Ability to isolate issues and lead to strategic solutions as well as the day-to-day tactics. Strong problem-solving ability.
Presentation skills and self-starter.
Strong vendor management and contract negotiation skills.
Strong sense of personal accountability regarding project delivery.
Demonstrated ability to assess project implementation readiness and managerial courage to identify project as “No Go”.
Demonstrated ability to communicate with stakeholders, gather requirements, understand intricacies (interrelation between needs/wants, legal compliance, system capabilities, etc.) and develop thoughtful solutions.
Build and maintain relationships by engaging business leaders to establish credibility, solve problems, build consensus and achieve objectives.
Must be able to learn, understand and apply new technologies.
Ability to plan, develop and implement effective problem and change management strategies.
Drive for Results.
Functional/Analytical/Technical Skills.
Peer Relationships.
Problem Solving.
Professional Project Management Certification (PMP or similar designation).
Fluent in Microsoft products such as Word, Excel, PowerPoint and MS-Project or similar enterprise project management solution.

Nice To Haves

Mortgage, financial services, banking or credit union experience preferred.
Experience working for an organization with a regional model including some matrix reporting structure.
Ability to identify and define appropriate quality measures and performance targets.
Ability to evaluate and assess organizational climate and cultural “readiness” for operational changes that will occur as a result of project implementation.
Post graduate degree preferred.

Responsibilities

Portfolio Management – Partner with VP of EPMO to monitor and lead enterprise projects portfolio: Establish project performance data, gather information and report to leadership team and ELT. Continuously review EPMO standards/methodology and improvise to accommodate enterprise dynamics. Guide day-to-day activities of the department and assigned EPMO team members. Be advocate for EPMO across the organization.
Planning/Organizing – Determining what needs to happen to ensure the project is successful: Create project scope/charter in collaboration with project owner. Identify vendor needs/deliverables. Develop a detailed project plan/schedule and milestones which identifies and sequences activities needed to successfully complete the project. In collaboration with project owner, determine resources (personnel, tools, facilities, hardware and software), and processes required to complete the project. Ensure resource availability and allocation. Coordinate internal resources and third-party vendors for execution of project. Ensure all project team members clearly understand their role/responsibilities and deliverables. Assess project dependencies/impacts with other projects in the portfolio. Facilitate a formal project kick-off in collaboration with the Project owner. Establish business benefits realization plan to monitor and report on business benefits of the project. Establish Training plan for all impacted teams within the organization. Establish the internal/external communication plan of the project. Delegate tasks and responsibilities to appropriate departments assigned to the project. Manage shifting priorities, demands and timelines through analytical and problem-solving capabilities. Establish and maintain relationships with third parties/vendors. Prepare budget based on scope of work and resource requirements. Provide oversight to ensure the overall project is aligned to and directly supports the Credit Union’s strategic objectives.
Leading - carrying out the project plan in order to successfully achieve project objectives using clear communication, conflict resolution techniques. Execute projects according to the project plan. Coordinate project activities across organizational function. Managing project team including vendors that provide project related services or software functionality. Apply conflict resolution with a collaborative approach and use escalation approach. Continuously analyze the project happenings to ensure proposed project solution is in alignment with the project goals. Ensure appropriate level of detailed and consistent communication is made to all stakeholders and appropriate team members. Use and continually develop leadership skills. Work creatively and analytically in a problem-solving environment demonstrating teamwork, innovation and excellence. Participate and/or drive feasibility studies, vendor selections and proposals for evaluation by appropriate key stakeholders.
Control - Ensure the project stays on track. Track project progress. Monitor progress of the projects and make adjustments as necessary to ensure successful completion. Ensure all project information is appropriately documented (i.e. Using credit union project management methodology/deliverable). Ensure risks/issues are identified early and mitigation is planned. Communicate project status and issues to all stakeholders regularly. Tightly manage scope, documenting pro’s / con’s, benefits, implications and recommendations. Liaise with project sponsor and other project team to maintain project schedule and efficacy. Track project costs in order to meet budget. Hold regular technical team meetings to determine progress and address any questions or challenges regarding projects. Ensure all project requirements are met.
Project Delivery and Reporting. Ensure projects are delivered on time, within budget and at the required level of quality. Manage the delivery of assigned strategic initiatives, and/or “approved” large Enterprise projects (multiple concurrent projects) according to the credit union’s standard Project Management methodology. Ensure project scope is managed throughout the project lifecycle. Report and escalate risks to management as needed. Oversee all project related communication including information reports, timelines, meeting presentations, minutes and agendas.
Administer Credit Union human resource policies in a consistent manner throughout the department. Manage, coach, mentor, and motivate staff through one-on-one meetings, performance management, disciplinary action, development and delegation. Participates in the recruitment and selection of staff and recommending promotions and transfers. Address performance issues through staff counseling and administering appropriate disciplinary action. Assist with determining and establishing department and employee goals and monitor individual and department progress toward goal attainment. Completes and delivers annual Performance Appraisals.
Measuring Success. Evaluate the outcomes of the project as established during the initiation and planning phase. Conduct Lessons Learned Session and Project Closeout Process. Evaluate project management success per the credit union project management methodology. Transition the project and Business Benefits Realization analysis to BAU Process. Measure project performance to identify areas for improvement. Establish practices, templates, policies, tools and partnerships to expand and mature PMO capabilities for the organization. Identify and develop trusted adviser relationship with project and program stakeholders, sponsors and university stakeholders. Collaborates with internal business partners to ensure PMO supports defined member experience and optimize business processes. Identifies and addresses any challenges/issues and assists the Project Managers with escalated items as needed. Supports and participates in continuous improvement activities. Represents the Credit Union in a positive and professional manner. Maintains member, team members and other sensitive information with confidentiality. Treats co-workers and members with respect. Supports, participates and volunteers in credit union member community activities, member relations and events that promotes member centric experiences. Stays abreast of current trends in financial services, business operations, processes and information technologies. Continue professional development in order to stay current in project management principles, methodology and best practices. Other related duties as assigned.