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Director, Portfolio Financial Management - Hybrid

Full Time
Project Management
United States

Breadcrumb

  1. Vacancies
Lead the planning, coordination, and delivery support for a portfolio of transformation and continuous improvement initiatives. Partner with program sponsors, technology teams, business leaders, and project/business adoption professionals to translate strategies into prioritized roadmaps, ensure delivery discipline, and improve portfolio performance through strong governance, reporting, and continuous improvement.

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.

#LI-BD1

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.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

  • We will never request personal information such as ID or payment for equipment upfront.

  • Official offers are sent via DocuSign following a verbal offer—not through text or email.

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