Director, Portfolio Financial Management - Hybrid
Responsibilities:
Manage a portfolio of programs and initiatives by establishing structure, cadence, and governance to support on-time, on-scope execution and benefit realization.
Partner with leaders and sponsors to translate business strategies into actionable plans, sequencing recommendations, and portfolio roadmaps within assigned area(s) of responsibility.
Support medium- to long-range planning by contributing analysis, insights, and options to inform line of business and functional priorities.
Lead and coordinate cross-functional teams (matrixed) to deliver work programs and key milestones; remove blockers and drive decisions through appropriate governance forums.
Drive continuous improvement and innovation by identifying opportunities to improve portfolio processes, standards, and reporting; implement enhancements to strengthen delivery outcomes.
Oversee portfolio resourcing and demand planning for assigned initiatives; surface capacity constraints, tradeoffs, and recommendations to leadership.
Manage budget tracking and financial stewardship for assigned portfolio areas; monitor forecasts, variances, and value delivery, partnering with Finance and delivery leads as needed.
Ensure effective portfolio reporting by maintaining dashboards, executive summaries, and governance materials; provide clear insights on health, risks, dependencies, and outcomes.
Monitor and manage portfolio performance using defined metrics and controls; escalate issues and risks with recommended mitigations.
Maintain standards, policies, and procedures within the portfolio management discipline; translate policy into operational plans and support adoption across stakeholders.
Represent portfolio management in key internal working sessions and governance meetings; influence outcomes through data-driven recommendations and effective facilitation.
Stay current on relevant policy, compliance, and best practices to ensure programs align with applicable requirements and internal controls.
Create, manage and monitor all PS and S&I Cost Benefit Analysis (CBA’s), budgets and resources to ensure value for money and that services are delivered/commissioned within the available budget.
Ensure effective financial reporting within the wider governance and reporting requirements.
Monitor performance in relation to areas of responsibility and provide regular reports to senior managers, other stakeholders, and the wider professional network.
Work with colleagues to ensure that annual and medium-term plans are drawn up and linked to corporate priorities and local budgets, and that associated arrangements in place to monitor performance against plans.
Qualifications:
Bachelor’s degree in business, economics, organizational design, or other relevant field; or equivalent experience
Ten years of portfolio management, program management, transformation, or continuous improvement experience in a similar environment or consulting/planning role
Experience with resource and demand planning (forecasting, capacity management, prioritization) and execution
Power BI (or equivalent) dashboard/report development experience; ability to translate data into actionable insights
Strong understanding of project/program management principles, methodologies, and tools
Working knowledge of federal and state employment laws (as applicable to people leadership and workforce practices)
Excellent oral/written communication, presentation, and facilitation skills—able to work effectively with employees at multiple organizational levels
Demonstrated ability to influence without authority and to manage multiple priorities in a fast-paced, changing environment
Commitment to high professional ethical standards and fostering an inclusive workplace
Proficient in MS Office Suite (Excel, PowerPoint, Word)
Preferred Qualifications:
Professional certifications
Experience implementing portfolio governance standards, operating rhythms, and value tracking/benefits realization
Understanding of finance and accounting treatment
Proficiency with MS Excel
Working Conditions:
Hybrid office environment (3 days a week in office): Baltimore/Cedar Rapids/Denver/Philadelphia
Compensation:
The Salary for this position generally ranges between $160,000 - $169,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
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This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
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