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Portfolio Analyst - Remote at Remote, Remote, USA
Email: [email protected]
From:

pankaj,

Stellent IT

[email protected]

Reply to:   [email protected]

Portfolio Analyst

Remote

Phone and Video

Long Term

JD:

This is for someone that can do the Project Portfolio Analysis (NOT A PM per se) 

They need to be able to look at a Project Portfolio from a PMO and review the health of the portfolio.  Report on project patterns, resources, key data, priorities, timeline issues, overlap and clashes, etc. 

Job Description:

PURPOSE:

The Sr. Project Management Office Portfolio Analyst position performs a series of activities in direct support of the Project Portfolio Management function. Primary activities include: process management, portfolio management, data analysis and reporting.

ESSENTIAL FUNCTIONS:

40% Data Analysis, Reporting, and Presentation

* Analysis

* Performs standard data analysis, draws conclusions, and makes recommendations for risk mitigation. Data includes: Schedule, Resource, Milestone, Issues, Risks, Dependencies, and Financials.

* Works on complex problems where analysis of situation or data requires an in-depth evaluation of various factors to achieve best results. Able to identify root causes and suggest corrective actions or alternative solutions.

* Facilitation

* Serves as backup to the Portfolio Manager at key meetings

* Facilitates various portfolio review meetings; guides the discussion, contributes ideas and suggestions.

* Financial Management

* Executes PMO Financial Management process

* Tracks and reports the financials for each project and program, with a roll-up to the portfolio level. Performs reviews and audits of financial transactions entered into the PPM Tool.

* Responsible for the accuracy and timeliness of all financial data. Prepares materials for financial reviews at various project steering meetings, and executive committees.

* Maintains proper controls for funding approvals, and verifies that an audit trail exists for each funding request.

* Collaborates with the finance department, PMO leadership and various functional managers to ensure project budgets are properly estimated and controlled

* Interfaces with Finance staff for financial reconciliation and reporting.

* Review of Financial Transactions and Adjustments within the Clarity tool.

* Researches financial data issues; identifies underlying problems and makes recommendations for corrective action.

* Resource Management

* Tracks resource utilization; compares modeled/planned resource mix to actual resource mix and utilization. Prepares findings and recommends corrective actions.

* Schedule Management

* Leads oversight using integrated work breakdown structures. Understands use of milestones, predecessors, successors, critical path, etc.

35% Portfolio Management

* Oversight

* Oversees select aspects of the PMO portfolio and supporting services

* Responsible for designing, documenting, implementing, and collecting select metrics within the PMO portfolio.

* Steward and own portfolio monitoring and controlling activities, such as Enterprise Resource Management, Project Financial Reviews, etc.

* Tracks and reports the impacts of interdependencies between projects and programs.

* Validates that all interdependency data exists in the Project and Portfolio Management (PPM) tool, develops extracts and reports of the data.

* Generates metrics from data extracts from PPM tool.

* Strategy

* Ability to understand corporate strategy and its impact to the portfolio management function.

* Reporting

* Transforms data to information that enables decision-making and puts forward the key message/ takeaways.

* Provides both verbal and written communications regarding portfolio status, risks, issues, financial and resource data for executive consumption.

* Creates various types of portfolio documentation and views, summarizing key data elements and identifying items for closer review.

* Develops graphs and charts as appropriate to represent very detailed data at a summary level.

* Supports and implements presentation formats and scenarios to help convey information to executives.

* Tools

* Maintain high quality of information within the PPM tool. Identifies gaps and escalates for corrective action

25% Process Management

* Compliance

* Understands and facilitates adherence to processes supporting PMO services.

* Monitors process compliance across the user base.

* Monitors and reports on process effectiveness and efficiency.

* Stewardship

* Stewards processes supporting PMO services, including: estimation management, change management, issue management, risk management, resource management, schedule management, financial management, etc.

* Stewards processes by training and mentoring users on how to follow PMO processes, soliciting feedback from users on the quality of the process, managing the backlog of process improvements, and leading process improvement initiatives.

* Designs, builds and tests new procedures and/or enhancements to existing procedures to increase efficiency and effectiveness while retaining appropriate controls and measurements.

* Ensures alignment of processes to organizational standards and policies.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable

accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education Level: Bachelor's Degree

Education Details: Business, Finance, Computer Science, Project Management, or Management Information Systems or directly related equivalent experience

Experience: 5 years relevant experience in roles requiring project/portfolio management, resource & risk analysis, financial project management and metrics reporting.

In Lieu of Education

In lieu of a Bachelor's degree, an additional 4 years of relevant work experience is required in addition to the required work experience.

Preferred Qualifications

Preferred knowledge of Earned Value Management Knowledge; CMMI

- Certifications - CAPM, PMI Schedule Management Professional (PMI-SMP), Portfolio Management Professional (PfMP), Six Sigma Green/Black Belt

Knowledge, Skills and Abilities (KSAs)

Some familiarity with SQL or Data Modeling practices, Proficient

Familiar with Project Management Lifecycles (e.g. PMI, PRINCE2, etc.) and how they are leveraged with Solution Delivery Lifecycles to deliver technical solutions, Advanced

Solid knowledge of SDLC project management discipline., Advanced

Intermediate user proficiency with one or more Project Portfolio Management tools (e.g. CA Clarity PPM, HP PPM, Planview PPM, etc.). CA Clarity experience preferred., Proficient

Proficiency with Enterprise Reporting tools (e.g. Cognos, Business Objects, etc.), Proficient

Intermediate or higher proficiency with MS Project, PowerPoint, SharePoint, InfoPath, Proficient

Advanced proficiency with MS Excel, Advanced

The incumbent is required to immediately disclose any debarment, exclusion, or other event that makes them ineligible to perform work directly or indirectly on Federal health care programs. Must be able to effectively work in a fast-paced environment with frequently changing priorities, deadlines, and workloads that can be variable for long periods of time. Must be able to meet established deadlines and handle multiple customer service demands from internal and external customers, within set expectations for service excellence. Must be able to effectively communicate and provide positive customer service to every internal and external customer, including customers who may be demanding or otherwise challenging.

Licenses/Certifications

Portfolio Management Professional (PMP) Pref or

Certified Project Management Professional (PMP)-PMI Pref or

Six Sigma Green Belt Certification Pref

Keywords: information technology hewlett packard microsoft California
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Tue Nov 14 23:34:00 UTC 2023

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