Sr. Technical Project Lead - Acumatica
CLA (CliftonLarsonAllen)About the role
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CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is currently seeking a Senior Technical Project Leader to join our growing Digital Transformation-Acumatica team! This is a Business focused Senior Project Leader within our Acumatica practice of CLA.
The Senior Project Manager will lead the delivery of project management consulting services for our Acumatica clients. Working closely with internal clients and external clients, you will deliver a full range of services, such as internal project reporting and administration, resource management, client management, project budgeting/accounting/finance, project planning, project control and project communication.
Ideal candidates will have extensive technical experience in Acumatica (performed prior implementations).
As a Senior Technical Project Leader, you will work on:
Internal project reporting and administration
- Be prepared to represent the business to discuss project quality, client and team satisfaction, and project success metrics during regularly scheduled and ad hoc project review meetings with the managing director.
- Track and report weekly on percent complete, budget burn, earned value, slippage, project effort and duration to complete and other key project metrics.
- Keep an accurate risk tracking document with an associated mitigation plan.
Resource management
- Determine project roles of team members based on project requirements, timeframes and budget.
- When necessary work with external contractors in addition to internal resources.
- Define skill sets (competencies) required for the project based on project specifications and requirements.
- Determine resource requirements (including staffing, software, hardware, and facilities) of projects, based on project specifications.
Client management
- Continually seeks opportunities to increase our customer satisfaction and deepen client relationships.
- Builds a knowledge base of each client’s business, organization and objectives.
- Manages day-to-day client interaction.
- Sets and manages client expectations.
- Develops lasting relationships with client personnel that foster client ties.
- Communicates effectively with clients to identify needs and evaluate alternative business solutions.
Project accounting and finance
- Understands basic revenue models, p/l, and cost-to-completion projections and makes decisions accordingly.
- Understands our pricing model and billing procedures.
- Accurately forecasts revenue, profitability, margins, bill rates and utilization.
- Assures project legal documents are completed and signed.
- Tracks and reports team hours and expenses on a weekly basis.
- Manages project budget.
- Determines appropriate revenue recognition, ensures timely and accurate invoicing, and monitors receivables for project.
- Follows up with clients, when necessary, regarding unpaid invoices.
- Analyzes project profitability, revenue, margins, bill rates and utilization.
Project planning
- Explain implications of changes to project scope and/or objectives to the client and to the project team.
- Lead the team to prioritize signed off project work based on analysis of strategic importance, tasks outstanding, obstacles or barriers, budgets, resources and deadlines.
- Create, or participate in the creation of, project documentation.
- Manage the client stakeholders, team members, or contract personnel to design a solution and establish associated project timelines and budgets that allow for the delivery of the most strategic functionality within the project constraints.
- Establish and maintain a usable and well-communicated schedule for all phases of a project.
- Work with the account director to ensure changes are understood and approved.
Project control
- Manage scope creep through client change orders, internal change orders, phased delivery or other methods to ensure projects deliver on timeline, scope, budget and strategy expectations.
- Evaluate all key project deliverables, as
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