Portfolio Manager managing strategic initiatives and stakeholder engagements at iA Financial Group. Ensuring alignment with strategic objectives and enhancing overall portfolio performance.
About the role
- Senior program/project manager in Baker Tilly’s Digital Consulting team. Leading transformation projects and managing client relationships across various industries.
Responsibilities
- Lead a team of Baker Tilly and client resources through definition and delivery of transformation projects which may include business process and/or technology implementations
- Develop, manage, and measure effectiveness of project approach and plans aligned to critical phases of implementation (analyze, design, build, test, deploy) and/or long-term roadmaps which describe delivering large-scale solutions via a series of projects
- Elicit and define requirements using multiple methods such as interviews, document analysis, workshops, surveys, site visits, etc.
- Manage and implement multiple projects through delegation, coordination, communication, and organization.
- Coordinate deployment of projects included staffing resources, deadlines, and end user expectations
- Ensure that all projects are properly documented, which includes a business case, business requirements, and implementation plan, maintaining document requirements for project managers and business owners
- Manage third party vendor relationships to resource specific development needs
- Act as the liaison among the executive committee members, stakeholders, and development team including identification and mitigation of project risks and issues
- Support the development of the Enterprise Transformation practice from go-to-market activities to delivery methodology standards and team development
- Provide functional expertise based on your specific skills and background
- Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
- Invest in your professional development individually and through participation in firm wide learning and development programs
- Support the growth and development of team members and clients through the Baker Tilly Value Architect model, helping associates meet their professional goals
- Enjoy friendships, social activities and team outings that encourage a work-life balance
- Combine senior delivery expectations with market development activities consisting of business development and/or large account development
Requirements
- Bachelor’s degree in relevant field
- Minimum of ten (10) years of related experience; previous related industry and consulting experience highly preferred
- Experience managing senior-level client relationships and working across an organization with multiple stakeholders
- Ability to lead and supervise others, provide exceptional client service, see the 'big picture' as well as the details, display appropriate ethical knowledge, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
- Ability to decompose scope into detailed activities and deliverables, then conduct work package handoff to delivery resources from Baker Tilly, client teams, and third-party vendors
- Ability to manage multiple projects/initiatives simultaneously, with a willingness to support different workstreams as needed
- Ability to think creatively to solve problems gained through prior experience, education, training to resolve issues and remove project obstacles
- Demonstrated management, analytical, organization, interpersonal, project management, communication, and highly developed Microsoft Suite (Word, Excel, PowerPoint) skills
- Project experience with full lifecycle application development (e.g. requirements gathering, use case development, system analysis and design, integration, testing, deployment)
- Experience with Agile software delivery management tools and techniques (Scrum, JIRA, confluence) is a plus
- Project/program management certification (e.g. PMP, PgMP) and/or Agile certification (e.g. PMI-ACP, CSM, PSM. SAFe POPM) is a plus
- Ability to travel up to 100% or as needed and work outside of core business hours for client engagements
- Ability to develop market opportunities, manage large accounts and identify additional business opportunities within large accounts while balancing client delivery and team development.
Benefits
- Health insurance
- 401(k) matching
- Flexible working hours
- Paid time off
- Professional development opportunities
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