PMO Lead Advisor
About the job
- Experience implementing and operating a project management office or project portfolio management process, ideally where formal practices were still being established.
- Strong project management, coordination, documentation, and communication skills, with demonstrated ownership and follow-through.
- Ability to build trust, reinforce accountability constructively, and exercise sound judgment about when to resolve issues directly or escalate them.
- Experience operating, maintaining, and navigating an existing Smartsheet workspace is required; Smartsheet solution design and development experience is not required.
- Must operate as a registered business entity (LLC, S-Corp, C-Corp, or equivalent) and be capable of executing a Business-to-Business agreement.
- Stand up and roll out the new project and portfolio management processes and procedures under the established guidance and direction of the Digital Transformation Lead.
- Introduce the processes and procedures in real time, helping staff and leadership understand and succeed in their roles.
- Manage project intake, setup, status reporting, milestone tracking, governance, and closure.
- Establish a consistent weekly reporting cycle and follow up on missing, unclear, or incomplete information.
- Maintain accurate portfolio records, role assignments, project status, and material risks, actions, issues, and decisions.
- Prepare portfolio information for leadership governance reviews and track resulting decisions and actions through closure.
- Support and mentor novice project leads to manage project schedules and reinforce follow-through.
- Identify emerging risks, gaps, and process breakdowns, and escalate them appropriately to the Digital Transformation Lead.
- Assist in developing clear, practical process guidance and training materials.
- Assist in staff training on new project and portfolio management processes and procedures.
- Experience in a nonprofit, smaller organization, or similarly resource-conscious environment is highly preferred.
About the company
SingerLewak delivers accounting and management consulting services to businesses and individuals, offering assurance, tax, and advisory services across a blend of practices and industry specializations. Its approach combines the resources of a large firm with an entrepreneurial culture, enabling teams to tailor solutions to each client and guide their decisions with expert analysis. The firm differentiates itself through long-standing experience (since 1959), leadership in its region, and recognition as a top employer and top firm in its field. Its goal is to help clients improve decision-making and achieve growth by providing comprehensive, client-focused accounting and advisory support.
Company Size
501-1,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Los Angeles, California
Founded
1959
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Simplify's Take
What believers are saying
- Welch & Co. joined SingerLewak in May 2025, expanding Torrance market coverage.
- In 2026, SingerLewak added tax partners and kept visible leadership through PCAOB and PCC roles.
- Its 2026 AI, cybersecurity, and IPO-readiness content targets clients buying high-margin advisory work.
What critics are saying
- SingerLewak’s 15-office footprint concentrates revenue in California, exposing it to regional client churn.
- Headcount fell 1% to 499 in 2026, signaling integration strain or weak hiring.
- If merger-driven growth slows, larger Top 100 rivals will outspend SingerLewak by 2027.
What makes SingerLewak unique
- Founded in 1959, SingerLewak pairs West Coast scale with 15 offices and 462 staff.
- Its 2026 West ranking shows $111.89 million revenue, ranking 76th among regional firms.
- The firm sells consulting, tax, forensic, IPO-readiness, and AI advisory under one roof.
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Benefits
- Remote Work Options