Enterprise Portfolio Analyst I

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2233959

Position Title:

External Description: Description & Requirements

The Enterprise Portfolio Analyst I is responsible, under the guidance from the Enterprise Portfolio Manager, to deliver data views of Enterprise Project Portfolio to firm stakeholders, including executive staff, for use in investments management and decision-making. The Enterprise Portfolio Analysts are responsible for analyzing projects, workload, and resource data and developing reports on these assets, working in close collaboration with a variety of IT and business units for the purpose of enabling and forwarding the Portfolio and Resource Management practices and processes.

How you will contribute:

• Developing, maintaining, and improving IT Project Portfolio Management methodologies and processes
• Identifies and recommends continuous improvement opportunities within the Enterprise Solutions Delivery team for the sake of advancing portfolio and resource reporting.
• Prepare and develop dashboards, graphics, and reports for executive management and others
• Analyze resource data to identify constraints or conflicts between engagements
• Update portfolio and resource management data and metrics for accurate reporting
• Coordinating with IT operational managers on project, workload, and processes
• Gaining requirements for upcoming charters
• Gathering resourcing data for review by the resource management lead.
• Supports ongoing enhancements to the Portfolio Management software and its collaborators:
• Product Management
• Project Management
• Other Operational Management
• Organize the work intake and phase-gate processes to help ensure adequate data quality.
• Perform other duties needed to help drive value, deliver on client experience, and firm mission.

We are looking for people who have Forward Vision and:

• Skills in procedural writing, data visualization and process documentation
• Excellent business communication - comfortable when communicating to VP-level Managers
• Demonstrated analysis/assessment capabilities
• Foresight and planning with the ability to gain information and ask questions to complete tasks, deliver reports on progression or completion of work
• Ability to establish and maintain effective working relationships with others and work in a changing environment, evaluate priorities, and modify work plans as necessary
• Ability to work independently without constant supervision or guidance, developing effective solutions

Minimum Qualifications:

• 1 years or more of related experience
• High school diploma or equivalency required, Bachelor degree in a related field preferred
• Experience in: Creating reports, charts, and graphs for Executive Leadership, presenting to small and medium size groups, and communicating and educating staff on new concepts and processes and using project management and resource scheduling software
• Experience using Microsoft Office
• Practiced in the basics of project management (estimation, project planning, resource planning, issue management, risk management, change management, communication planning
• Certifications:
• ITIL Foundation
• Associate in Project Management (CAPM)
• Project Management Professional (PMP)
• Portfolio Management Professional (PfMP)
• Six Sigma/Lean Six Sigma - Green Belt preferred
• Knowledge of:
• Portfolio Management
• Project Management (Process and practice, software and tooling)
• Product Management
• Resource Management

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City: Hendersonville

State: North Carolina

Community / Marketing Title: Enterprise Portfolio Analyst I

Location_formattedLocationLong: Hendersonville, North Carolina US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.