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Cherry Bekaert IT Portfolio Analyst in Helena, Montana


The IT Portfolio Analyst is an important addition to our growing CBIT team. In this role you will support the CBIT organization by managing the performance of the IT portfolio of projects including processes, project resource staffing, support status reporting, management, and organization of project documents. You will also provide IT support and assistance for M&A projects, general administrative tasks, budget process and management, vendor & contract management workflows and tasks, process improvements including workflows and controls, communicating with team members and stakeholders. You will demonstrate ownership of portfolio and project tasks as required; anticipates upcoming needs and demonstrates independent judgement in selecting methods and techniques for obtaining solutions. This is an exciting opportunity to gain experience and mentorship through exposure to business, portfolio, and project management within a fast-growing organization

In this role you will:

  • Manage the funnel of proposed IT investments, and review new submissions to ensure information accuracy, thoroughness, completeness and compliance with IT standards

  • Coordinate the IT portfolio project intake, prioritization, approval, and project scheduling workflows that inform the CBIT project pipeline

  • Collaborate with IT leaders during M&A activities to define a technology strategy that maximizes business value

  • Work with and through others to define and manage processes that streamline effective management of vendors, contracts, software and license management

  • Assist IT Project Managers with project planning and kick off preparations as projects are approved; contributes to maintaining and monitoring project plans, schedules, deliverables, level-of-effort burn downs, budgets, expenditures, risk/issue/actions/decisions

  • Initiate and manages project logistical needs such as agendas, project stand up (e.g., tools, coding, document repositories, status reporting set up)

  • Assist with coordinating IT resources and IT resource scheduling

  • Assist with monitoring IT budget and participate in the forecasting process and creating/updating budget reports for IT leaders, and executive leadership

  • Prepare and supports reporting and communication to maximize stakeholder understanding of the IT Service Catalog and related costs

What you bring to the role:

  • Bachelor's Degree in Information Technology, Business, or related field

  • Minimum of 3 years related experience to include project or portfolio management

  • Exposure to M&A preferred

  • You are eager to assist, and recognizes every contribution furthers shared success across the CBIT department

  • Exceptional verbal, written, and presentation skills

  • Ability to work effectively both independently and as part of a team

  • Competency in Microsoft applications including Word, Excel, PowerPoint, and Outlook

  • Experience with project management related applications (such as Jira, MS Project solutions, Smartsheet)

  • Familiarity with project management specific tools

  • A willingness to have an open mind and pivot to changing or emerging needs

  • You are an initiative-taker but also take direction well, are organized and detail focused, and are excellent with time management would be well suited to this role

What you can expect from us:

  • Shared values, including uncompromising integrity, a passion for excellence, and mutual respect

  • The opportunity to innovate and do work that motivates and engages you

  • A collaborative environment focused on your career growth and continuous professional development

  • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing

  • Flexibility to do impactful work and the time to enjoy your life outside of work

Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us.

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.

Our Benefits ( : Cherry Bekaert cares about its people. We offer a competitive compensation package where you’ll be rewarded based on your performance and recognized for the value you bring to our business. The hiring range for this role is $70,000-$90,000 annually. Individual offers will take into consideration experience, location, and budget. In addition, we offer a comprehensive, high-quality benefits program which includes medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.

Please no agencies or calls.

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit