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

Nuvision Credit Union•Huntington Beach, CA

4d•$111,979 - $182,915•Remote

About The Position

PMIII / Manager will have extensive knowledge of the EPMO function and department processes. This role will partner the VP of EPMO in developing standards, processes, and tools used for effective project scheduling and to set/manage quality targets. PMIII / Manager will help establish data collection and reporting processes to capture key metrics of project activities. This role will be responsible for reporting on EPMO project portfolio. She/He will provide managerial oversight, guide and direct the work, staff and operations of this functional area. This role will monitor project scope, costs, schedules, staffing, communications, outside vendors, and contractual deliverables. In this role, PMIII / Manager will lead and manage high visibility projects/programs with little day-to-day guidance from VP of EPMO. Project/Program management responsibility will include planning, organizing and staffing an assigned team of resources with the ultimate goal of delivering strategic initiatives and approved projects across the enterprise on time and within budget. This role will direct an assigned team of resources to fulfill approved organizational strategic projects. This role will be responsible for utilizing the appropriate project delivery methodology (i.e. standard waterfall, agile) and ensuring that assigned resources adhere to the methodology selected. This fulfillment of project deliverables will require scope definition, planning, management of scope, regular status reporting, risk/mitigation and collaboration with leaders and subject matter experts throughout the enterprise. PMIII / Manager is responsible for tight management of scope and ensuring all project stakeholders, and leaders are kept apprised of status, risks, issues, etc. PMIII / Manager is authorized to take reasonable actions necessary to carry out the assigned responsibilities, provided that such action is consistent with cost-effective practices and is consistent with the policy and procedures of Nuvision Federal Credit Union. The PMIII / Manager is expected to lead project team members including subject matter experts and other resources assigned to their strategic initiatives/projects. Provides guidance, support and coaching to Project Managers on the team. 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)
Bachelor’s Degree in business, technology or related field or equivalent experience.
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 isolate issues and lead to strategic solutions as well as the day-to-day tactics.
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 ELTContinuously review EPMO standards/methodology and improvise to accommodate enterprise dynamicsGuide day-to-day activities of the department and assigned EPMO team membersBe advocate for EPMO across the organization
Planning/Organizing – Determining what needs to happen to ensure the project is successful:Planning/Organizing – Determining what needs to happen to ensure the project is successful:Create project scope/charter in collaboration with project ownerIdentify vendor needs/deliverablesDevelop a detailed project plan/schedule and milestones which identifies and sequences activities needed to successfully complete the projectIn collaboration with project owner, determine resources (personnel, tools, facilities, hardware and software), and processes required to complete the projectEnsure resource availability and allocationCoordinate internal resources and third-party vendors for execution of project Ensure all project team members clearly understand their role/responsibilities and deliverablesAssess project dependencies/impacts with other projects in the portfolioFacilitate 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 projectEstablish Training plan for all impacted teams within the organizationEstablish the internal/external communication plan of the project Delegate tasks and responsibilities to appropriate departments assigned to the projectManage shifting priorities, demands and timelines through analytical and problem-solving capabilitiesEstablish and maintain relationships with third parties/vendorsPrepare budget based on scope of work and resource requirementsProvide 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 techniquesExecute projects according to the project planCoordinate project activities across organizational functionManaging project team including vendors that provide project related services or software functionalityApply conflict resolution with a collaborative approach and use escalation approachContinuously analyze the project happenings to ensure proposed project solution is in alignment with the project goalsEnsure appropriate level of detailed and consistent communication is made to all stakeholders and appropriate team membersUse and continually develop leadership skillsWork creatively and analytically in a problem-solving environment demonstrating teamwork, innovation and excellenceParticipate and/or drive feasibility studies, vendor selections and proposals for evaluation by appropriate key stakeholders
Control - Ensure the project stays on trackTrack project progressMonitor progress of the projects and make adjustments as necessary to ensure successful completionEnsure all project information is appropriately documented (i.e. Using credit union project management methodology/deliverable)Ensure risks/issues are identified early and mitigation is plannedCommunicate project status and issues to all stakeholders regularlyTightly manage scope, documenting pro’s / con’s, benefits, implications and recommendationsLiaise with project sponsor and other project team to maintain project schedule and efficacyTrack project costs in order to meet budgetHold regular technical team meetings to determine progress and address any questions or challenges regarding projectsEnsure all project requirements are met
Project Delivery and ReportingEnsure projects are delivered on time, within budget and at the required level of qualityManage the delivery of assigned strategic initiatives, and/or “approved” large Enterprise projects (multiple concurrent projects) according to the credit union’s standard Project Management methodologyEnsure project scope is managed throughout the project lifecycleReport and escalate risks to management as neededOversee all project related communication including information reports, timelines, meeting presentations, minutes and agendasAdminister 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 SuccesEvaluate the outcomes of the project as established during the initiation and planning phaseConduct Lessons Learned Session and Project Closeout ProcessEvaluate project management success per the credit union project management methodologyTransition the project and Business Benefits Realization analysis to BAU Process Measure project performance to identify areas for improvementEstablish practices, templates, policies, tools and partnerships to expand and mature PMO capabilities for the organizationIdentify and develop trusted adviser relationship with project and program stakeholders, sponsors and university stakeholdersCollaborates 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 respectSupports, 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 practicesOther related duties as assigned.