Project Management Office - Sr Project Manager

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Job description

JOB TITLE: Senior Project Manager
DEPARTMENT: Project Management Office
STATUS: Exempt
JOB CODE: 4403

GENERAL DESCRIPTION:

This position is responsible for overall direction, implementation, execution, control, and project management of enterprise-wide projects, including the research and development of new concepts, ideas and applications ensuring consistency with credit union strategy, commitments, and goals. This position is also responsible for the implementation of various products, services and systems of a highly complex nature and serves as a single point of contact for those projects. The Project Manager will also identify and implement process improvements within the confines of the projects.

The Senior Project Manager helps operate the project management office of the credit union, including keeping forms and tools current and up to date. This position provides input into the formation and refinement of end-to-end project and service management frameworks, leveraging experience with the Project Management Body of Knowledge (PMBOK), research techniques, project management skills, analytical skills and broad knowledge of financial institution experience.

TASKS, DUTIES, FUNCTIONS:

1. Simultaneously lead several complex projects with varied deliverables, team members, and audiences requiring ongoing prioritization and relationship management.
2. Define Project scope, goals, and deliverables that support business area goals in collaboration with business process owners, vendors, senior management, and other stakeholders.
3. If within project scope, recognize and identify potential areas where existing policies and procedures require change, or where new ones need to be developed, especially regarding future business expansion.
4. Develop project plans, project schedules and estimates, resource plans, and other documentation necessary for successful project completion following PMO process.
5. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
6. Effectively communicate project expectations to team members and stakeholders, including senior management on progress and problem situations, risks and issues in a timely and clear fashion.
7. Estimate the resources needed to achieve project goals, delegating tasks and responsibilities to appropriate personnel.
8. Set and continually manage project expectations with team members and other stakeholders.
9. Identify and manage project dependencies and critical path.
10. Identify and resolve or escalate issues and conflicts within the project team.
11. Develop and deliver progress reports, proposals, requirements documentation, and status reports.
12. Proactively manage changes in project scope, identify potential risks, devise contingency plans, and track deliverables.
13. Coach, mentor and motivate project team members and vendors, and influence them to take accountability and positive action for their assigned work. Provide focus and direction to team members to reach targets and deadlines.
14. Support other project managers assigned to enterprise projects to ensure that sound project management practices are being followed in support of our PMO methodologies, processes and procedures.
15. Conduct individual project reviews, as required, to assess overall project quality, health, and compliance to PMO requirements. Initiate intervention and recovery efforts where required.
16. Develop Request for Proposals (RFP), including business needs and product/service expectations. Analyze and compare vendor responses, conduct vendor risk assessment (financial, physical and electronic security reviews) and prepare a vendor summary and recommendation.
17. Work with business owners to assess vendor products and interfaces impacted by projects and make recommendations for cost effective, efficient improvements.
18. Prepare status reports quantitatively reporting results of project activities.
19. Conduct project lessons learned and identify any post-go-live tasks remaining.
20. Perform detailed analysis as needed, including project plan, business case and cost/benefit analysis and leading vendor assessment.
21. Direct, develop, follow-up and monitor the progress and activities of all project team members. Conduct project meetings and maintain project tracking. Provide focus and direction to team members to reach targets and deadlines.
22. Assist department leadership as needed and performs other related duties as assigned.

PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:

1. Exceptional oral and written communication skills to interact with members, credit union staff and management, negotiate vendor agreements and manage project teams.
2. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, such as personal computer, multi-use copiers and telephone.
3. Must be able to work on own initiative.
4. Excellent project management skills are required to manage the implementation enterprise-wide projects, prepare recommendations, perform analysis, and to accomplish other project management functions as listed. Proficient in MS Project software.
5. Ability to work under pressure and tight deadlines; may be required to work extended hours to complete tasks.
6. Carry and respond to smartphone 24/7.

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:

1. INTERNAL: All levels of staff and management, including Senior Management.
2. EXTERNAL: Members, vendors, suppliers, government agencies, credit union industry associations and peers at other financial institutions.

QUALIFICATIONS:

1. EDUCATION: Bachelor's degree in Business Administration, Accounting, Management Information Systems or Computer Science is strongly preferred. Advanced Degree in Business Administration or other related area is preferred.
2. EXPERIENCE: Minimum eight years of combined experience in project analysis, coordination and management with a minimum of five years of experience directly managing projects. Experience managing moderate complexity projects end-to-end required, preferably in a financial institution.
3. KNOWLEDGE/SKILLS:

• Knowledge of financial products and services, especially as it relates to various delivery channels preferred.
• Knowledge of existing credit union products, services and overall operational guidelines.
• Strong knowledge of business analytical practices and methodologies and process improvement methodologies, e.g. Lean or Six Sigma a plus.
• Strong research, analytical, planning and organizational skills.
• Customer-focused attitude and ability to work proactively and efficiently.
• Supportive of all decisions, choices, goals and objectives as determined by PMO leadership and Executive leadership.
• Proven ability to evaluate key business objectives and develop appropriate action plans.
• Proficiency in Microsoft Office products, especially MS Project, MS Excel, and MS PowerPoint.
• Ability to use logical reasoning when making objective observations, examinations, evaluations and recommendations.
• Familiarity with common contractual language and contract negotiation

PHYSICAL REQUIREMENTS:

1. Prolonged sitting throughout the workday with occasional mobility required.
2. Corrected vision within the normal range.
3. Hearing within normal range. A device to enhance hearing will be provided if needed.
4. Ability to lift 20 lbs. as may be required
5. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.
6. May require long work hours to accomplish tasks.
7. Occasional travel may be required locally, statewide, and throughout the United States to attend seminars and vendor group meetings. Overnight travel and evening schedules included.
8. Prolonged use of telephone to accomplish tasks.

LICENSES/CERTIFICATIONS:

1. Project Management Professional (PMP) certification from the Project Management Institute (PMI) is preferred.