PMO with PlanView Experience

About Fusion Practices Fusion Practices is a London-headquartered consulting and software firm recognised across the UK for delivering innovation in SaaS business applications. We specialise in Oracle Cloud solutions, Azure-based data platforms, and digital transformation for enterprise and government clients, including leading banks and insurers. We are proud of our track record of industry recognition in the UK, where our products, services, and people have been consistently celebrated: • ERP Today Innovation of the Year Award for our product GrantsNow built on Oracle PAAS. • UKOUG 2025 Winner for Oracle Managed Support Partner of the Year and AI – Innovation of the Year. • Gold Winner – GenAI & Innovation Champion of the Year 2025 at the UK Oracle User Group (UKOUG) Community Awards. • The ERP Today Awards: UK Innovation of the Year for GrantsNow and Employee of the Year recognition for our staff. • British Computing Society (BCS) Finalist for Development Team of the Year and IT Vendor of the Year. Role Overview The PMO will support the Data and Finance Portfolio, ensuring strong planning, governance, and delivery oversight for change initiatives for a banking client within the financial services sector. This includes aligning delivery activities with organisational standards, portfolio controls, and financial governance requirements. The position requires proven PMO experience and a high level of proficiency with Planview, which will be central to portfolio management, project reporting, and performance tracking across all delivery streams. Key Responsibilities1. Portfolio and Programme Support • Support the Portfolio Manager, Accountable Executive, and Project Managers in planning, monitoring, and controlling the portfolio, ensuring adherence to established governance standards. • Ensure that the book of work remains within available capacity and resource levels, identifying risks or delivery challenges early. • Act as a key interface between project delivery teams, Central PMO, and Project Governance to maintain delivery discipline and reporting accuracy. 1. Planview Management and Reporting • Maintain up-to-date and accurate portfolio and project data in Planview, including financials, milestones, resources, dependencies, and RAID items. • Drive consistent use of Planview across the portfolio, ensuring project teams follow reporting cadence and data quality standards. • Produce monthly portfolio and programme reporting packs, leveraging Planview dashboards and exports for senior management updates. • Oversee fortnightly Planview status updates, validating progress, financial data, and forecast accuracy. • Develop MI and dashboards to summarise project health, benefits tracking, and delivery performance across the portfolio. 1. Governance and Delivery Control • Implement and manage the PMO calendar, ensuring all governance checkpoints and assurance reviews are scheduled and completed on time. • Coordinate assurance activities with central governance teams and ensure timely submission of documentation for executive or committee review. • Review project deliverables for accuracy and compliance with lifecycle standards and provide structured feedback to project managers. • Maintain document control processes for project artefacts, including storage, version tracking, and document quality review. 1. Financial and Resource Oversight • Support portfolio financial management, including actuals, forecasts, and contingency tracking within Planview. • Monitor and validate resource plans and allocations, highlighting gaps, surpluses, or utilisation concerns. • Assist project managers with requisition handling, purchase order tracking, and invoice management. • Ensure project financials are consistent with approved budgets and portfolio-level forecasts. 1. Meeting and Management Information (MI) Support • Prepare and issue meeting packs, minutes, and action trackers for portfolio and governance meetings. • Track actions to closure and escalate overdue or high-impact items to management. • Generate and distribute regular MI reports, utilising data from Planview to provide clear portfolio performance insights. 1. RAID and Benefits Management • Coordinate RAID management across projects and programmes, ensuring updates are captured and rolled up into central logs. • Support the classification, escalation, and review of risks and issues across governance forums. • Track benefits realisation and ensure timely updates from project teams and business sponsors. 1. Planning and Delivery Coordination • Collaborate with Programme and Project Managers to support planning activities, including milestone management, dependency mapping, and critical path analysis. • Facilitate impact assessments and “what-if” analysis in response to schedule or financial challenges. • Coordinate portfolio-level planning reviews to maintain visibility of delivery timelines and dependencies. 1. Stakeholder Management and Communication • Maintain clear and consistent communication with portfolio stakeholders, project teams, and governance functions. • Provide concise and accurate summaries of portfolio status, risks, and performance metrics for senior management. • Liaise with internal finance, assurance, and governance teams to align on reporting, budgeting, and audit requirements. 1. Continuous Improvement and Standards • Partner with central PMO and governance teams to refine project management standards, templates, and reporting practices. • Identify areas for process improvement and contribute to PMO-led initiatives focused on governance efficiency. • Promote consistency across the portfolio by ensuring adherence to policy changes and audit action plans. 1. Ad Hoc and Development Support • Support or manage small-scale projects under investment or BAU where required. • Provide flexible support across the wider PMO team during absences or peak workload periods. Skills and Experience Required: • Proven PMO experience within banking or financial services. • Strong working knowledge of Planview for portfolio and project management (reporting, resource planning, and financial tracking). • Understanding of project delivery frameworks, governance processes, and lifecycle methodologies. • Proficiency in MI creation and data visualisation, translating Planview outputs into meaningful reports. • Strong analytical and organisational skills with attention to detail. • Excellent written and verbal communication with stakeholders at all levels. • Ability to prioritise competing demands in a fast-paced environment. Desirable: • Experience supporting multiple portfolios or cross-entity PMO environments. • Exposure to financial forecasting, benefits tracking, and project assurance reviews. • Experience in regulatory or governance-driven delivery environments. • Familiarity with audit response processes and continuous improvement initiatives. Key Attributes • Methodical, organised, and delivery-focused. • Confident in challenging project updates or inconsistencies to maintain data integrity. • Strong interpersonal skills with an ability to foster collaboration across delivery and governance teams. • Committed to upholding governance and reporting discipline across the portfolio.