Senior Project Manager - LFI Treasury Management in St. Petersburg, FL at honor foundations

Date Posted: 8/26/2024

Job Snapshot

Job Description

Job Summary

Job Summary

Under administrative direction, uses extensive knowledge and skills obtained through education and experience to manage multiple high profile projects simultaneously, both large in size and broad in scope. Manages projects throughout the project lifecycle, from proposal and defining requirements to project planning and implementation, using extensive input from industry and/or business unit subject matter experts. Influences strategic direction and develops tactical plans with substantial latitude for independent actions or decisions. Provides comprehensive solutions to complex problems or needs. Maintains extensive contact with internal customers and subject matter experts. This role will support a multi-year initiative to enhance the Treasury Management function to meet the Large Financial Institution (LFI) expectations for a Category IV Firm. Experience with LFI Treasury Management builds preferred.

Essential Duties and Responsibilities

Essential Duties and Responsibilities

%26middot; Collaborates with senior management team to build out strategic roadmap and identify project needs.

%26middot; Manages relationships of key vendors

%26middot;

%26middot; Conducts preliminary investigation for complex project requests. Reviews requirements, specifications and testing. Ensures training plans are aligned with organizational priorities, business plans and objectives.

%26middot; Provides a proactive interface for project stakeholders and senior management teams to ensure business requirements are completely and accurately defined. Ensures business applications are delivered.

%26middot; Refines and implements project management methodologies, tools and practices to provide continuous process improvement.

%26middot; Selects and manages cross functional project teams. Manages such teams throughout the project lifecycle including planning, assigning, scheduling, monitoring and reviewing project activities, as well as evaluating individual performance upon project completion.

%26middot; Conducts interviews, compiles and analyzes responses, and creates business cases for projects.

%26middot; Participates in root cause analysis in order to recommend appropriate actions to improve productivity and efficiency.

%26middot; Uses data and performance indicators to identify trends and recommend correct action as necessary

%26middot; Identifies, defines and documents complex business requirements, processes and deliverables.

%26middot; Performs project risk assessments by identifying key risk factors, providing effective mitigation strategies and assigning contingency action plans to both schedules and budgets.

%26middot; Serves as the liaison between internal customers and external suppliers. Communicates regularly with project stakeholders.

%26middot; Performs project evaluations and participates in post-project quality monitoring including monitoring the Return on Investment (ROI) metrics

  • Fosters a mentoring culture of continuous improvement.
  • Works as a player-coach, rolling up one's sleeves and helping the team when needed.

%26middot;

%26middot; Performs other duties and responsibilities as assigned.

Job Requirements

Knowledge, Skills, and Abilities

Knowledge of

%26middot Advanced knowledge of

%26middot Functional, operational and technical requirements of all systems used by assigned functional areas.

%26middot Application development and project life cycle methodologies and standards.

%26middot Project selection and approval, budgeting and business case preparation and analysis, as well as work breakdown structures and forecasting.

%26middot Concepts of risk management, issue tracking, change management and requirements gathering.

%26middot Information technology support and technical documentation.

%26middot Principles of banking and finance and securities industry operations.

%26middot Business planning and analysis.

%26middot Project budget interfaces with other accounting systems.

Skill in

%26middot Advanced skill in:

%26middot Using specific systems and related technological tools associated with assigned functional areas.

%26middot Conducting investigations for proposed projects.

%26middot Applying application development and project life cycle methodologies and standards.

%26middot Refining and implementing project management methodologies, tools and practices.

%26middot Selecting and managing project teams.

%26middot Conducting interviews with customers and subject matter experts.

%26middot Conducting research and developing and documenting business cases.

%26middot Performing root cause analysis.

%26middot Identifying, defining and documenting complex business and technical requirements.

%26middot Developing, preparing, presenting and maintaining project plans.

%26middot Performing project risk assessments.

%26middot Managing projects, using established project management methodologies.

%26middot Reviewing, analyzing and evaluating financial data as well as preparing budgets and financial forecasts.

%26middot Designing and developing management reports.

%26middot Performing project evaluations.

%26middot Developing service level agreements for new systems.

%26middot Developing business modeling presentations.

%26middot Evaluating vendors.

%26middot Negotiating with customers and vendors.

%26middot Obtaining and retaining customers.

%26middot Delivering presentations to groups.

Ability to

%26middot Select and lead complementary high performance project teams through the planning, assigning, monitoring, reviewing and evaluating project phases.

%26middot Facilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the project specifications.

%26middot Incorporate needs, wants and goals from different business unit perspectives into project specifications.

%26middot Attend to detail while maintaining a big picture orientation.

%26middot Solve complex problems and model the business and financial impact of proposed scenarios.

%26middot Ensure that all project activities have a focus on quality and adhere to any identified best practices.

%26middot Perceive information, linkages and trends to apply this knowledge to assignments.

%26middot Resolve complex analytical challenges, independently analyze information, and make recommendations based on analysis.

%26middot Use collaborative skills to accomplish work as a team.

%26middot Prioritize and manage multiple projects simultaneously in a fast-paced, dynamically changing work environment.

%26middot Read, analyze, interpret and apply information from common industry journals, financial reports, and legal documents.

%26middot Interpret and apply policies in order to identify and recommend changes.

%26middot Lead others to provide a high level of customer service.

%26middot Partner with other functional areas to accomplish objectives.

%26middot Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.

%26middot Incite enthusiasm and influence, motivate and persuade other to achieve desired outcomes without organizational authority.

%26middot Communicate effectively, both orally and in writing, with all organizational levels.

Educational/Previous Experience Requirements

Education/Previous Experience

%26middot Bachelor's Degree in the specific business function of assigned functional area or related field and a minimum of eight (8) to ten (10) years of relevant experience in project management in banking / financial service industry required.

%26middot MBA or graduate degree preferred.

%26middot OR ~

%26middot Any equivalent combination of experience, education and/or training approved by Human Resources.

Licenses/Certifications

Licenses/Certifications

%26middot Project Management Professional Certification (PMP) preferred, not required.

Travel

Travel Required

Travel Required: Yes, 10% of the Time

Disclaimer

Disclaimer

Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor

Priority will be given to protected veterans

EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.



We expect our associates at all levels to:

Grow professionally and inspire others to do the same

Work with and through others to achieve desired outcomes

Make prompt, pragmatic choices and act with the client in mind

Take ownership and hold themselves and others accountable for delivering results that matter

Contribute to the continuous evolution of the firm