Project Manager I

Ledgent Technology; Santa Ana (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Ledgent Technology seeks a driven Project Coordinator to support Enterprise Modeling with finance and actuarial teams, coordinating cross-functional workstreams and delivering on milestones.

The role emphasizes learning PMO tools such as ADO, SmartSheet, Excel, and PowerPoint, with exposure to Agile or hybrid delivery and the opportunity to grow into PM leadership within a data/modeling environment.

Qualifications

• 3-5 years of experience in project coordination/PM or related roles.
• 4-year degree or equivalent experience.
• Strong organizational skills and attention to detail.
• Clear written and verbal communication; comfortable presenting updates.
• Familiarity with Agile/Scrum, Kanban, Waterfall methodologies.
• Proficiency in Excel and PowerPoint; PMO tools such as ADO, SmartSheet, JIRA, MS Project.
• Experience in financial services, insurance, or actuarial/modeling environments.
• A proactive, team-oriented mindset with growth into PM leadership in a data/modeling environment.

Responsibilities

• Coordinate day-to-day project activities, meetings, and deliverables across model development, data, reporting, and business operations.
• Create and maintain project plans, status reports, dashboards, meeting notes, and standard templates.
• Track RAID items and follow up with owners to keep items moving.
• Coordinate scheduling for sprint/backlog grooming, stand-ups, and planning meetings.
• Manage backlog items in ADO or equivalent, including tasks and basic reporting.
• Compile metrics and status updates for leads and stakeholders; build stakeholder relationships.
• Build relationships with Modeling, Actuarial, IT, and Finance teams.
• Learn and apply PMO tools (ADO, SmartSheet, Excel, PowerPoint) for reporting.
• Partner with Product Owners and Scrum Masters for backlog planning and prioritization.
• Facilitate planning activities, delivery cadences, and milestone tracking in Agile/hybrid models.
• Ensure backlogs align to delivery commitments and capacity.
• Escalate risks or blockers to senior PMs timely.
• Take on increasing ownership of smaller projects as experience grows.

Skills

Project coordination

Project management

Organizational skills

Communication skills

PM concepts (Agile/Scrum/Kanban/Waterf

Education

4-year degree or equivalent experience

Tools

ADO

SmartSheet

JIRA

MS Project

Prophet

Oracle Cloud EPM

Snowflake

Azure DevOps

Job description

This role will be responsible for independently leading small to medium Finance and Actuarial initiatives with focused support for Enterprise Modeling team, providing project coordination and delivery support across modeling, data, and reporting workstreams. The ideal candidate is early-to-mid career, eager to build project management skills in a technical, analytics-driven environment, and comfortable learning the fundamentals of modeling and data delivery processes while working under the guidance of senior project managers and team leads.

Key Responsibilities

• Support the Enterprise Modeling team by helping coordinate day-to-day project activities, meetings, and deliverables across model development, data, reporting, and business operations workstreams.
• Assist in creating and maintaining project plans, status reports, dashboards, meeting notes, and standard project artifact templates under the direction of senior team members.
• Help track action items, risks, issues, and decisions (RAID log), following up with task owners to keep items moving and current.
• Coordinate scheduling and logistics for sprint/backlog grooming sessions, stand-ups, and planning meetings for one or more projects.
• Support the organization and upkeep of the team's backlog and work items in ADO (or equivalent tool), including setting up tasks, defects, and basic reporting views.
• Compile and format project metrics and status updates into summary views for review by team leads and stakeholders. Manage relationships with mid-to-senior level stakeholders
• Build working relationships with team members across Modeling, Actuarial, IT, and Finance to support smooth day-to-day coordination.
• Learn and apply core PMO tools (e.g., ADO, SmartSheet, Excel, PowerPoint) to support reporting and documentation needs.
• Partner with Product Owners and Scrum Masters to support backlog planning, refinement, and prioritization.
• Facilitate planning activities, delivery cadences, and milestone tracking in Agile or hybrid delivery models.
• Ensure backlogs are well maintained and aligned to delivery commitments and capacity constraints
• Escalate potential risks, scheduling conflicts, or blockers to senior project managers in a timely manner.
• Take on increasing ownership of smaller projects or defined workstreams as experience grows.

Required Skills / Experience

• 3-5 years of experience in project coordination, project management, or a related support role; internship or academic project experience considered for candidates newer to the field.
• 4-year degree or equivalent experience.
• Strong organizational skills and attention to detail, with the ability to manage multiple small tasks or workstreams at once.
• Clear written and verbal communication skills; comfortable presenting updates to a small team.
• Familiarity with project management concepts and methodologies (e.g., Agile/Scrum, Kanban, Waterfall) gained through coursework, certification, or on-the-job exposure.
• Working proficiency in Excel and PowerPoint; as well as PMO tools such as ADO, SmartSheet, JIRA, or MS Project.
• Exposure to financial services, insurance, or actuarial/modeling environments
• Comfortable working in a fast-paced environment and asking questions to close knowledge gaps.
• A proactive, team-oriented mindset with a genuine interest in growing into a project management career within a data/modeling-focused environment.

Preferred Skills / Experience

• Familiarity with modeling or data platforms such as Prophet, Oracle Cloud EPM, or Snowflake is a plus, but not required.
• CAPM, PMP, or entry-level Agile certification (e.g., CSM).
• Prior experience using Azure DevOps (ADO) or a similar work-tracking tool

TECHNICAL SKILLS

Must Have

• 3-5 years of experience in project coordination, project management, or a related support role; internship or academic project experience considered for candidates newer to the field.
• Exposure to financial services, insurance, or actuarial/modeling environments
• Familiarity with project management concepts and methodologies (e.g., Agile/Scrum, Kanban, Waterfall) gained through coursework, certification, or on-the-job exposure.

Nice To Have

• CAPM, PMP, or entry-level Agile certification (e.g., CSM).
• Familiarity with modeling or data platforms such as Prophet, Oracle Cloud EPM, or Snowflake is a plus, but not required.
• Prior experience using Azure DevOps (ADO) or a similar work-tracking tool
  

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.