Project Management Associate

Talley LLP • Orange, CA

2d • Onsite

About The Position

The PM Associate will strengthen Talley LLP’s operational and PMO capabilities by providing clear visibility into performance, utilization, and execution across professional services teams. This role supports firm leadership through data-driven insights, dashboard reporting, and project coordination, while helping scale Talley’s operational infrastructure within a time-and-billing professional services environment.

What Success Looks Like (12–18 Months)
A successful PMO Associate will:
Deliver accurate, actionable dashboards tracking employee performance and utilization
Improve leadership visibility into month-to-date, year-to-date, and budget vs. actual performance
Support the smooth execution of cross-functional initiatives without creating operational bottlenecks
Establish greater structure and discipline in operational reporting
Reduce friction between leadership, operations, and service teams through clear communication and follow-through

Requirements

• Experience within a CPA firm, legal firm, or professional services organization
• Background in operations, PMO, or administrative leadership
• Hands-on experience supporting professionals who bill time
• Proven ability to build or maintain performance dashboards and operational reporting
• Comfort working directly with senior leadership and handling sensitive data
• Exposure to or direct experience applying AI tools beyond simple drafting and/or proof-reading emails or word documents.
• Advanced proficiency in Excel (required)
• Strong experience in data analysis, reporting, and dashboard development
• Ability to synthesize data into clear, executive-level insights

Nice To Haves

• Power BI experience (highly preferred)
• PMP (Project Management Professional) certification
• Lean Six Sigma / Six Sigma training or certification
• Formal project management training
• Background in professional service (or legal) firm operations

Responsibilities

• Build and maintain employee performance dashboards (utilization, productivity, trends)
• Support PMO initiatives by tracking projects, timelines, milestones, and deliverables
• Assist leadership with resource planning, utilization tracking, and capacity analysis
• Coordinate cross-functional operational initiatives across audit, tax, legal, and administrative teams
• Prepare executive-ready reporting and analytics to support operational decision-making
• Identify opportunities for process improvement and operational efficiency
• Support time-and-billing environments (hourly, time & materials), including related documentation and reporting

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed