Portfolio Manager -EPM

Responsibilities Baker Tilly has an incredible career opportunity for a leadership role to manage our newly established “Alternative Workforces” workstream, within the Transformation HUB. “The HUB” is leading a set of initiatives to enable our people to discover their strengths, sharpen their skills, deepen their knowledge, explore possibilities and soar to personal heights. The HUB has a clear vision of how to enable the firm to work smarter through deployment of automation and new technologies, optimization of business processes, redefining the customer experience, creating new products and services. Today is an exciting time to join Baker Tilly! The Enterprise Portfolio Management (EPM) Portfolio Manager is at the forefront of portfolio management, strategy execution, and business transformation. The role requires a hybrid skillset spanning project management, portfolio management, change management and business analytics, with well-developed communication and collaboration skills at the heart of its foundation. The portfolio manager will work closely with the EMP Lead to manage the day-to-day operations of the portfolio, as well as lead EPM level efforts to ensure timely and accurate reporting. In addition, the Portfolio Manager will lead a handful of portfolio-facing initiatives aimed at enhancing the EPM organization’s operational efficiencies and effectiveness. A successful portfolio manager is naturally curious, a creative problem solver and demonstrates strong analytical skills with the ability to handle both detailed work and “big picture” thinking. You will enjoy this role if you: Have experience standing up and/or optimizing a PMO or E-PMO function. Have experience building and management end-to-end tracking/reporting capabilities and processes, using new and/or evolving technology. Have an analytical mindset with the ability to demystify complex topics, concepts, and datasets. Enjoy engaging and collaborating with stakeholders at all levels, including senior and executive leadership. Thrive in a fast-paced, continuously evolving environment. Enjoy a variety of assignments and can lead multiple initiatives simultaneously. Have a strong sense of curiosity and a willingness to explore new ways of working. What you will do: Assist EPM Lead with the day-to-day management of the EPM portfolio. Serve as the primary project manager for internal portfolio-facing projects and initiatives. Support the implementation and on-going management of the enterprise project and portfolio management platform and defined governance processes. Own the end-to-end portfolio level reporting and dashboarding process, including all reporting capabilities within the Smartsheet Control Center. Lead portfolio-level financials tracking and reporting, in collaboration with the HUB, Product Mgmt., Finance, and other key stakeholder groups. Assist EPM Lead with the development, deployment, management, and evolution of a standard set of (internal facing) project management methodologies, toolkits, standard operating procedures, cadences and routines, training as well as other assets and activities. Serve as the primary interface between project teams and the EPM function. Assist EPM Lead with the drafting and refinement of executive level presentations and reporting. Conduct project and program level portfolio compliance audits, in collaboration with EPM Analyst. Provide coaching and guidance to project managers to ensure adherence to EPM standards, practices, and requirements. Serve as a Smartsheet SME, in collaboration with Smartsheet Administrator. Co-manage the EPM document repository, in collaboration with EPM Analysts. Qualifications Successful candidates will have: Bachelor’s degree in business, accounting, finance, computer science, management information systems, or related field preferred. Minimum of four (4) years of related experience. Prior enterprise portfolio management experience highly desirable. Working knowledge of current project management methodologies, including SDLC/Waterfall, Agile, and RAD/Hybrid. A track record of successfully executing complex projects and enterprise-wide initiatives. Strong familiarity with project management software and applications, such as Smartsheet, MS Project, JIRA, MS Office Professional, MS Visio, MS Team, MS OneNote and MS SharePoint. Prior Smartsheet and Power BI experience highly desirable. Advanced Office 365 skills, with a primary focus on Excel and PowerPoint. A strong analytical mindset with the ability to translate complex information and concepts into digestible content. A creative change agent approach to collaboration - someone who is solutions-oriented and actively engaged in the change process. Ability to collaborate well with others, provide exceptional internal client service, demonstrate commitment to continuous learning to stay current regarding applicable strategies, see the