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

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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.

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:

• 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 Succes

• 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.

Minimum Qualifications:

• 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)

Preferred Qualifications:

• 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.

Education: 

• 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.

Website:nuvisionfederal.com/careers

Pay scale by applicable geographic work location:

Northern California: Min: $127,304.32 - Mid: $159,130.40 - Max: $190,956.48

Southern California: Min: $119,959.84 - Mid: $149,949.80 - Max: $179,939.76

The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. 

California Employee Privacy Notice:

https://nuvisionfederal.com/disclosures/ccpa/

Benefits:

• Medical
• Dental
• Vision
• Life Insurance
• Flexible Spending Account
• 401(k) Matching
• Paid Time Off
• Training Provided
• Tuition Reimbursement 

Applicants must be legally authorized to work in the U.S. without the need for current or future sponsorship.

Nuvision Credit Union is proud to be an Equal Opportunity Employer. At Nuvision Credit Union, we provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 

Nuvision Credit Union is committed to providing equal employment opportunities to all individuals, including those with disabilities. If you require a reasonable accommodation to complete the application or interview process, please contact our recruiting team at Recruiting@nuvisioncu.org. We will work with you to meet your needs in accordance with applicable laws.