Project Control Officer – Salesforce

Project Control Officer – Salesforce

ProViso Consulting

Story Behind the Need:

• Business group: The Commercial Banking group is supporting multiple large initiatives for the bank.
• Project: The group is searching for a Project Control Officer to manage the day-to-day functions of the growing Salesforce team.
• Reason for request: Project

Candidate Value Proposition:

• The successful candidate will have the opportunity to join an intricate team that supports one another in a fast-paced environment within IT&S.

Typical Day in Role:

• Maintain the project files; this pertains to project documentation, approvals, drawdowns, spreadsheets, meeting minutes, monthly status reports, third party contracts and other correspondence and documentation as appropriate.
• Maintain the budget; this includes auditing items to be delivered under projects, reviewing the weekly and monthly time tracking reports for anomalies, ensuring all invoices have been approved with the proper sign-offs prior to payment and ensuring drawdowns are properly recorded and maintaining ongoing cost to complete forecasts.
• This includes full reconciliation of the project budget and completing investigations for differences as they occur.
• Act as the project secretariat; this includes preparing/distributing agendas, attending meetings, preparing/distributing clear and detailed minutes on a timely basis, recording, communicating and following up on action items and maintaining project distribution lists.
• Support the Delivery Manager to ensure all appropriate areas are represented on the project team and to maintain momentum of the project against a background of constantly conflicting priorities.
• The individual is required to multitask on several projects at one time depending upon complexity and activities in progress.
• Formally document and cost project activities by using the Microsoft Project tool Definition of development activities at sufficient levels (not to exceed 10 work day increments and not to detail less than 4 hours)
• Ongoing communication of project status, completing the agreed-on project reports and escalating issues to the Delivery Manager, or Senior Delivery Manager as required

Must Have Skills:

• 5 + years’ working as a PCO for large corporate environments, ideally for one of the big 5 banks
• 3 + years’ experience creating and working with excel tables
• Excellent communication and organization skills –must be able to articulate needs of team members to multiple users

Nice to have:

• Financial Industry experience is a plus

Degrees or certifications:

• Formal Project Management Education is desired, Undergraduate Degree or equivalent experience

Additional Notes:

• PCs need to deliver from a PM capacity – not expected to lead but will be asked to maintain specific project artifacts*
• A consulting capacity we’re they dealt in FY sector, even insurance is good – but they need to understand the financial accounting standards
• Understand the numbers and basically who can articulate –
• Contractor needs to be comfortable speaking up if work is being delayed – should be able to mention a trend in spending
• Analytical skillset to forecast spend in the future is critical some forecasting spends (25% of time)
• Managing – ad hoc tasks – supporting multiple business users daily functions
• Must be able to pull reports create dashboards – review + approve timesheets (CA PPM understanding)
• Understanding of some sort of CRM Tool (ideally Fieldglass)
• Excellent communication skills – working closely in a fast-paced environment
• Interview Process:
o 1 Video IVs: (over teams) Direct with Hiring manager

Job Details



6 Months



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