What are the responsibilities and job description for the Portfolio Manager position at Crowe?
Your Journey at Crowe Starts Here:
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.
Job Description:
The Portfolio Manager leads enterprise strategic planning and portfolio management for the organization, reporting to the Deputy CFO. In this capacity, there is tight collaboration with leaders across the firm. This role uses ServiceNow Strategic Portfolio Management (SPM), specifically the Strategic Planning Workspace, to run the planning cadence, score and prioritize potential investments, and keep business-unit portfolios healthy and transparent. You’ll facilitate decision forums and scenario planning, and coach business unit portfolio leads so data quality and governance stay tight. The mandate: raise the standard of planning rigor and visibility so leaders can consistently make faster, better, value-aligned decisions.
Responsibilities:
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $87,200.00 - $179,500.00 per year.
Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!
How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!
More about Crowe:
Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.
Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.
Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.
Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.
At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you’re trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That’s why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.
Job Description:
The Portfolio Manager leads enterprise strategic planning and portfolio management for the organization, reporting to the Deputy CFO. In this capacity, there is tight collaboration with leaders across the firm. This role uses ServiceNow Strategic Portfolio Management (SPM), specifically the Strategic Planning Workspace, to run the planning cadence, score and prioritize potential investments, and keep business-unit portfolios healthy and transparent. You’ll facilitate decision forums and scenario planning, and coach business unit portfolio leads so data quality and governance stay tight. The mandate: raise the standard of planning rigor and visibility so leaders can consistently make faster, better, value-aligned decisions.
Responsibilities:
- Run the quarterly portfolio planning cadence, tie proposals and funding decisions to strategy.
- Define and evolve scoring models, business case templates, and prioritization criteria; facilitate scoring workshops and steering forums.
- Build and maintain executive dashboards (roadmaps, capacity, cost/benefit, health/risks, benefits realization) for leadership visibility.
- Coach business-unit portfolio leads on intake, backlogs, dependencies, and data quality within ServiceNow.
- Oversee intake/triage of new demand across business units; ensure clear problem statements, value hypotheses, costs, and benefits before prioritization.
- Partner with Finance, HR, Strategic Growth Office, Firm Risk Management, and Technology to align funding models, cost tracking, and workforce planning to portfolio priorities.
- Establish governance standards (stage gates, RACI, definitions, update SLAs) and monitor adherence; remediate data quality issues.
- Track portfolio outcomes and benefits; report variances vs. plan and drive corrective actions.
- Lead change management and training to drive consistent SPM adoption across stakeholders.
- Continuously improve processes by benchmarking best practices and adopting relevant ServiceNow releases.
- Collaborate with Technology to configure/administer ServiceNow SPM (Strategic Planning Workspace Demand, Project/Portfolio, Resource, Financials).
- Support audits/controls around investment decisions and portfolio governance.
- Bachelor’s in Business, Information Systems, Engineering, or related field required; advanced degree is a plus.
- 7–10 years in portfolio management, PMO, or strategic planning; hands-on running of enterprise planning cycles and governance.
- 3 years with ServiceNow SPM, including Strategic Planning Workspace; familiarity with Demand, Project/Portfolio, Resource, and Financials modules.
- Proven ability to design/operate scoring models, business cases, and prioritization frameworks tied to measurable outcomes.
- Strong analytical and financial acumen (ROI, NPV, cost/benefit, capacity/throughput); advanced Excel; BI tools (Power BI/Tableau) preferred.
- Excellent facilitation and executive communication; able to influence without direct authority.
- Change management and training experience to drive tool/process adoption.
- Certifications preferred: ServiceNow CSA and CIS-SPM/PPM; PMI PfMP or PMP; SAFe Lean Portfolio Management (LPM).
- Experience in professional services/consulting or multi-business-unit environments is advantageous.
- Ability to travel for planning events and stakeholder workshops.
- We appreciate talent from all over the United States and are willing to consider candidates who may not be located near a Crowe office location for this role/opening.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. Crowe is not sponsoring for work authorization at this time.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Crowe, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $87,200.00 - $179,500.00 per year.
Our Benefits:
Your exceptional people experience starts here. At Crowe, we know that great people are what makes a great firm. We care about our people and offer employees a comprehensive total rewards package. Learn more about what working at Crowe can mean for you!
How You Can Grow:
We will nurture your talent in an inclusive culture that values diversity. You will have the chance to meet on a consistent basis with your Career Coach that will guide you in your career goals and aspirations. Learn more about where talent can prosper!
More about Crowe:
Crowe (www.crowe.com) is one of the largest public accounting, consulting and technology firms in the United States. Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe is recognized by many organizations as one of the country's best places to work. Crowe serves clients worldwide as an independent member of Crowe Global, one of the largest global accounting networks in the world. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world.
Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.
Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third-party paid service at any time. Any referrals, resumes or candidates submitted to Crowe, or any employee or owner of Crowe without a pre-existing agreement signed by both parties covering the submission will be considered the property of Crowe, and free of charge.
Crowe will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act.
Please visit our webpage to see notices of the various state and local Ban-the-Box laws and Fair Chance Ordinances, where applicable.
Salary : $87,200 - $179,500
