Talley LLP · 3 weeks ago
PMO Associate
Orange, CA
Full-time
Onsite
Entry, Mid Level
$75K/yr - $85K/yrTalley LLP is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses. The PMO Associate will enhance operational and PMO capabilities by providing performance visibility, supporting firm leadership with data-driven insights, and coordinating projects to improve efficiency across teams.
ConsultingFinancial ServicesProfessional Services
Hiring Manager
Daniel Proia
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
Qualification
Required
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
Advanced proficiency in Excel (required)
Strong experience in data analysis, reporting, and dashboard development
Ability to synthesize data into clear, executive-level insights
Preferred
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
Company
Talley LLP
Founded in 1989, Talley & Company is the premier consulting and financial services firm dedicated to advising high net worth individuals and their closely held entities with the strategic business solutions that deliver meaningful results.
Founded in 1989
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Lee R.
Functional CFO
Matthew Talley
Partner
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