Project Manager (Finance)

Please note that we currently offer remote work for those residing in the following states: Alabama, Arkansas, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Michigan, Mississippi, Nebraska, New Hampshire, Nevada, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Wisconsin.

*This position is not eligible for employment sponsorship.

General Summary (What is done and why)

The primary objectives of the Project Manager are to improve project outcomes and improve stakeholder satisfaction. The role of the Project Manager is to plan, execute, report, and finalize projects according to deadlines and within budget. This includes acquiring resources and coordinating the efforts of team members and third-party contractors or consultants in order to deliver projects according to plan. United primarily utilizes a waterfall project methodology.

Essential Functions, in Priority Order (Majority of duties, but not meant to be all inclusive or prevent other duties from being assigned as necessary)

1. Planning: Time: 50%

• Defines project scope, hard deadlines, budget, goals, deliverables in collaboration with the project owner and internal and third-party stakeholders.
• Develops full-scale project plans to include but not limited to project charter, project request, project schedule, and milestones using appropriate tools and according to the project methodology best suited for the project.
• Estimates the resources and participants needed to achieve project goals.
• Identifies risks and develops mitigating strategies.

2. Executing and Reporting: Time: 40%

• Coordinates project meetings and brainstorming sessions.
• Manages the currency of project data in portfolio.
• Identifies and resolves issues and conflicts within the project team.
• Identifies and manages project dependencies and critical path.
• Prepare and maintain project documentation in conjunction with enterprise architecture initiatives. Manages changes in scope, budget, and timeline in accordance with the PMO SOP.

3. Closure and Team Development: Time: 10%

• Conducts project retrospectives with project team and stakeholders to identify successful and unsuccessful project elements.
• Manages the tracking and reporting of project benefits post-project.
• Ensures requirements documentation and requirements tracing are incorporated into the project
• Participates in the continuous improvement of organizational project standards, practices and tools.

Education (Minimum education required to perform the duties of this position)

• Bachelor's degree in Business Administration, Computer Science, Information Systems, Information Technology, or a related field, or two years of related experience required.
• Project management certification (Project+, CAPM, PMP, etc.) preferred.

Experience (Minimum experience required to perform the duties of this position)

In addition to the education requirement:

• 3+ years of direct work experience in a project management capacity.
• Experience managing small to mid-scale projects with various levels of complexity.

Knowledge, Skills and Abilities (Minimum experience, technical and communication skill levels and licenses/certificates normally required to perform the duties of this position)

• Competent and efficient in the use of productivity tools such as MS Word, Excel, Visio, and OneNote
• Strong familiarity with project management software, such as Smartsheet, MS Project or other commercially available tools
• Familiarity with Azure Dev Ops for Agile Project management a plus
• Demonstrated ability to lead and drive work across cross-functional teams
• Demonstrated ability to partner and influence team members and stakeholders with a collaborative and solution-oriented approach
• Ability to meet tight deadlines in a fast-paced work environment
• Experience leveraging Third-Party vendor project teams and resources to achieve successful project outcomes.
• Previous project leadership at Financial Institution(s) or demonstrated capabilities and aptitude for leading projects in multiple industries preferred
• Gathering Analysis or Business Process Analysis preferred
• Previous experience in business system/technology upgrade or replacement projects and in implementation of personalization or digitalization technologies preferred.

Required Competencies

• Influencing
• Adaptability
• Problem Solving
• Drive for Results
• Time Management
• Customer Focus
• Integrity and Trust

Mental Requirements

• Ability to analyze and evaluate information
• Ability to use good judgment and make sound decisions quickly
• Ability to work under pressure
• Ability to concentrate in a multi-task environment
• Ability to maintain a positive attitude and professional image
• Goal oriented, innovative problem solver

Tools and Equipment Used

• All available general office equipment as needed

• All available computer software and hardware as needed

Working Relationships/Contacts (Positions with which incumbent has frequent contact)

• Daily, personal/written/phone contact with management
• Daily, personal/written/phone contact with Credit Union staff
• As necessary, personal/written/phone contact with strategic partners and vendors

Physical Demands (Physical effort generally associated with this position)

Work involves standing and walking for brief periods of time, but most work is done from a seated position. There is potential for eyestrain from prolonged work at the computer. Individual must be able to travel to complete applicable assignments, projects and training. Deadlines, workloads and pressure to achieve goals may cause increased stress levels.

Working Conditions (Typical working conditions associated with this type of work and environmental hazards, if any, that may be encountered in performing the duties of this position)

Internal -- work is normally performed in climate-controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is very limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc.) No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings.

External -- Some travel is required; however, information on environmental conditions is not available.

EOE/Vets/Disability