CFP Board · 2 months ago
IT Technology Program Management Analyst (IT Project Manager)
Washington, DC
Full-time
Hybrid
Mid Level
$77K/yr - $95K/yr
3+ years expCFP Board is the professional body for personal financial planners in the U.S. The Analyst in the IT Technology Program Management team supports the delivery of technology initiatives by managing small to medium-scale IT projects, coordinating resources, and ensuring project milestones are met on time and within scope.
BankingFinanceFinancial ServicesProfessional Services
Responsibilities
Gather and document business and technical requirements in collaboration with stakeholders
Prepare detailed project plans, schedules, resource allocations, and cost estimates
Develop project charters, timelines, and key deliverables in alignment with CFP Board standards
Manage day-to-day project activities, tracking progress against plans and budgets
Coordinate internal teams and external vendors to ensure timely delivery
Identify risks and issues, propose mitigation strategies, and escalate as needed
Ensure projects comply with internal review processes, technical standards, and governance
Prepare and deliver regular status updates to stakeholders, including leadership
Maintain effective communication channels between technical teams, business units, and vendors
Facilitate project meetings, documenting action items and decisions
Coordinate system testing, user acceptance, and quality reviews
Ensure deliverables meet requirements and are documented for future reference
Conduct lessons learned and closeout reports for continuous improvement
Qualification
Required
Bachelor's degree in IT, Business, Project Management, or related field (or equivalent experience) required
3+ years' hands-on experience managing IT projects or working in a project coordination role
Familiarity with project management methodologies (Waterfall, Agile) and tools (MS Project, JIRA, Smartsheet, or similar)
Proficiency with Microsoft 365, including SharePoint and Teams
Understanding of the Software Development Life Cycle (SDLC) and IT delivery processes
Strong organizational skills, with the ability to manage multiple priorities
Excellent written and verbal communication skills
Problem-solving mindset with the ability to anticipate challenges and propose solutions
Preferred
CAPM, CSM, or other entry-level project management certification (PMP or PRINCE2 preferred for advanced candidates)
Experience managing vendor relationships and coordinating multi-department projects
Exposure to change management processes
Experience with Smartsheet or similar collaborative project platforms
Benefits
Incentive compensation for which employees are eligible based on completion of individual goals
Company
CFP Board
CFP Board sets and enforces standards for Certified Financial Planner certification.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kevin Keller
CEO
Roger Myers
CFO
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