Project Intake and Governance Analyst

🔥 6 hours ago

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BPM LLP

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💸 Finance

☁️ SaaS

Finance • Consulting • SaaS

BPM LLP is a large California-based accounting and consulting firm providing a wide range of services. These include assurance, advisory, tax, and IT consulting, with specialized expertise in areas like cybersecurity and risk advisory. The firm serves a diverse client base across multiple industries, including financial services, real estate, and technology. BPM is committed to delivering personalized service tailored to meet the specific needs of each client, facilitating business growth and compliance with industry regulations.

📋 Description

• Serve as the primary point of contact for all incoming project requests • Manage and administer the project intake workflow from submission through approval/denial • Ensure all submissions include required documentation (business case, scope, risks, timeline, etc.) • Perform initial qualification of requests (project vs. operational work) • Partner with requestors and stakeholders to develop key project inputs, including (but not limited to): Business case and problem statement, ROI and financial impact details, Risks, dependencies, and constraints, Implementation approach and scope • Coordinate intake review cycles, including: Meeting preparation and facilitation when necessary, Tracking decisions and follow-ups, Ensure governance standards and processes are followed, Maintain transparency of request status to stakeholders • Assist in scoring and prioritization of requests based on defined criteria • Compile and present: Estimated timelines, Resource needs, Risks and dependencies • Support leadership by providing clear, structured decision inputs • Partner with business and IT teams to refine project requests • Communicate intake expectations and timelines to requestors • Provide guidance on intake requirements and templates • Identify and recommend improvements to the intake process • Track and report on: Intake volume, Approval rates, Cycle times, Maintain intake documentation, templates, and tools

🎯 Requirements

• 4–6+ years of project management or PMO experience • Experience working in cross-functional, matrixed environments • Strong organizational and documentation skills • Ability to gather and synthesize business and technical information • Experience with project intake, governance, or PMO processes preferred • Proficiency in project tools (e.g., Monday.com) • Preferred Qualifications: Experience supporting PMO or portfolio management functions • Exposure to project prioritization, business case development, or funding reviews • Familiarity with professional services or multi-business-unit environments

🏖️ Benefits

• Total rewards package: from flexible work arrangements to competitive benefits coverage for you and your dependents, prioritizing your health and well-being. • Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. • Balance & flexibility: A minimum of 14 Firm Holidays including applicable provincial statutory holidays and 2 floating days, Flex PTO, supplemental top-up program for eligible statutory leaves, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself. • Professional development opportunities: A learning culture with CPA exam resources and bonuses, firm support for professional memberships/certification, a coach program, and live classes, workshops, and seminars through BPM University.