Job Description

Job Description

Job Description

The Analyst in the IT Technology Program Management team plays a key role in supporting the successful delivery of technology initiatives that advance CFP Board’s strategic objectives. Working under the guidance of the Director, Technology Program Management Office, this position manages small to medium-scale IT projects, coordinates internal and vendor resources, and ensures project milestones are met on time and within scope.

This hybrid position working 3 days in-office is based at CFP Board headquarters in Washington, D.C., and offers professional growth opportunities through mentorship, exposure to enterprise IT initiatives, and hands-on project management experience.

Essential Functions:

Project Planning & Initiation

• Gather and document business and technical requirements in collaboration with stakeholders.
• Prepare detailed project plans, schedules, resource allocations, and cost estimates.
• Develop project charters, timelines, and key deliverables in alignment with CFP Board standards.

Execution & Monitoring

• Manage day-to-day project activities, tracking progress against plans and budgets.
• Coordinate internal teams and external vendors to ensure timely delivery.
• Identify risks and issues, propose mitigation strategies, and escalate as needed.
• Ensure projects comply with internal review processes, technical standards, and governance.

Stakeholder Engagement & Communication

• Prepare and deliver regular status updates to stakeholders, including leadership.
• Maintain effective communication channels between technical teams, business units, and vendors.
• Facilitate project meetings, documenting action items and decisions.

Quality Assurance & Closeout

• Coordinate system testing, user acceptance, and quality reviews.
• Ensure deliverables meet requirements and are documented for future reference.
• Conduct lessons learned and closeout reports for continuous improvement.

Background/Skills/Abilities:

• Bachelor’s degree in IT, Business, Project Management, or related field (or equivalent experience) required.
• 3+ years’ hands-on experience managing IT projects or working in a project coordination role.
• Familiarity with project management methodologies (Waterfall, Agile) and tools (MS Project, JIRA, Smartsheet, or similar).
• Proficiency with Microsoft 365, including SharePoint and Teams.
• Understanding of the Software Development Life Cycle (SDLC) and IT delivery processes.
• Strong organizational skills, with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Problem-solving mindset with the ability to anticipate challenges and propose solutions.

Preferred:

• CAPM, CSM, or other entry-level project management certification (PMP or PRINCE2 preferred for advanced candidates).
• Experience managing vendor relationships and coordinating multi-department projects.
• Exposure to change management processes.
• Experience with Smartsheet or similar collaborative project platforms.

About CFP Board

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.

CFP® certification is held by more than 106,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

This position works on programs which are part of the 501(c)(3) and 501 (c)(6).

This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.

CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.

CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $77,000.00 to $95,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.

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