Project Management (PM) Associate PMO Associate
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Job Location:
Orange, CA - USA
Yearly Salary:
USD 75000 - 85000
Posted on:
14 hours ago
Vacancies:
1 Vacancy
Job Summary
Title:Project Management (PM) Associate / PMO Associate
Company:Talley LLP
Location:Orange CA (FT-Onsite)
About the Firm
Talley LLP and its affiliated entitiesTalley Law Group LLP (TLG) Talley Capital Group LLC (TCG) and Talley Wealth Management LLC (TWM) (collectively Talley)is a full-service financial tax legal and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors not just service providers constantly seeking innovative ways to strengthen their bottom line.
Talley LLP was founded in 1989 with the mission of helping entrepreneurial driven businesses their owners and high net worth individuals to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each clients Most Trusted Advisor (MTA) by delivering global solutions to our clients complex challenges and opportunities.
Our services include:
- Audit & Assurance services including financial reporting
- Tax compliance
- Tax planning and proactive advice
- Business consulting
- Estate planning business planning M&A and tax law services delivered through TLG
- Outsourced accounting controller and CFO services
- M&A growth-through-acquisition and operational consulting delivered through TCG
Talley is a boutique firm with 70 U.S.-based professionals and 2030 offshore/outsourced team members. Headquartered in Orange CA the firm has grown rapidly becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability results and exceptional client service delivered by professional motivated individuals.
Role Purpose
The PM Associate will strengthen Talley LLPs operational and PMO capabilities by providing clear visibility into performance utilization and execution across professional services teams. This role supports firm leadership through data-driven insights dashboard reporting and project coordination while helping scale Talleys operational infrastructure within a time-and-billing professional services environment.
What Success Looks Like (1218 Months)
A successful PMO Associate will:
- Deliver accurate actionable dashboards tracking employee performance and utilization
- Improve leadership visibility into month-to-date year-to-date and budget vs. actual performance
- Support the smooth execution of cross-functional initiatives without creating operational bottlenecks
- Establish greater structure and discipline in operational reporting
- Reduce friction between leadership operations and service teams through clear communication and follow-through
Core Responsibilities
- Build and maintain employee performance dashboards (utilization productivity trends)
- Support PMO initiatives by tracking projects timelines milestones and deliverables
- Assist leadership with resource planning utilization tracking and capacity analysis
- Coordinate cross-functional operational initiatives across audit tax legal and administrative teams
- Prepare executive-ready reporting and analytics to support operational decision-making
- Identify opportunities for process improvement and operational efficiency
- Support time-and-billing environments (hourly time & materials) including related documentation and reporting
Required Experience
Candidates must demonstrate:
- Experience within a CPA firm legal firm or professional services organization
- Background in operations PMO or administrative leadership
- Hands-on experience supporting professionals who bill time
- Proven ability to build or maintain performance dashboards and operational reporting
- Comfort working directly with senior leadership and handling sensitive data
- Exposure to or direct experience applying AI tools beyond simple drafting and/or proof-reading emails or word documents.
Technical & Analytical Requirements
- Advanced proficiency in Excel (required)
- Strong experience in data analysis reporting and dashboard development
- Power BI experience (highly preferred)
- Ability to synthesize data into clear executive-level insights
Preferred Qualifications (Nice to Have)
- PMP (Project Management Professional) certification
- Lean Six Sigma / Six Sigma training or certification
- Formal project management training
- Background in professional service (or legal) firm operations
Behavioral Competencies
- Highly analytical and detail-oriented
- Organized process-driven and execution-focused
- Comfortable operating in an evolving and exploratory role
- Strong written and verbal communication skills
- Able to balance tactical execution with strategic thinking
Working Style & Expectations
- Operates with a professional services mindset
- Prioritizes clarity accuracy and accountability
- Supports leadership without creating unnecessary administrative overhead
- Adapts role scope as the PMO function matures and scales
Required Experience:
Manager
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
Talley, LLP is the premier consulting and financial services firm dedicated to advising high-net-worth individuals and their closely-held entities with strategic business solutions that deliver meaningful results.
