Business Solutions Manager

Business Solutions Manager Overview

This role focuses on opportunity intake, portfolio transparency, resource coordination, and executive reporting, ensuring leadership has the insights needed to make informed decisions.

By strengthening portfolio systems, financial visibility, and governance readiness, the BSM helps create the structure and clarity that enables delivery teams to operate efficiently and successfully.

Key Responsibilities

Portfolio & Opportunity Management

• Lead early-stage opportunity intake and evaluation, including development and review of Initial Project Assessments (IPAs).
• Manage and maintain opportunity and demand data within enterprise portfolio management tools (e.g., Clarity or similar PPM platforms).
• Coordinate the development of Rough Order of Magnitude (ROM) estimates in partnership with business and delivery stakeholders.
• Maintain portfolio-level visibility across initiatives, demand, and capacity to support strategic planning and prioritization.
  
  

Financial & Resource Management

• Coordinate project manager and business analyst resource requests in collaboration with Enterprise PMO teams.
• Perform portfolio-level financial analysis, including forecasting, budget tracking, and funding scenario modeling.
• Support annual planning cycles, mid-year cost reviews, and year-end financial close activities.
• Provide financial insights that inform prioritization decisions, trade-offs, and change control discussions.
  
  

Reporting & Governance

• Develop and maintain executive-level reporting, including Agile and portfolio performance dashboards.
• Ensure initiatives meet governance readiness standards prior to entering approval or decision forums.
• Partner with stakeholders to improve data quality, transparency, and consistency across portfolio reporting tools.
• Facilitate portfolio governance meetings and support executive decision-making forums.
  
  

Stakeholder Collaboration

• Serve as a key liaison between business leaders, Business Solution Partners, Enterprise PMO, and delivery teams.
• Provide guidance on prioritization, funding strategies, resource allocation, and portfolio impacts.
• Promote consistent adoption of enterprise portfolio management and governance practices.
  
  

Required Qualifications

• Bachelor’s degree in Business, Finance, Information Systems, or a related field, or equivalent professional experience.
• Experience in portfolio management, PMO operations, financial analysis, or enterprise program delivery environments.
• Strong analytical skills with the ability to translate complex data into clear, executive-level insights.
• Experience with portfolio management or financial tracking tools (e.g., Clarity or other PPM platforms).
• Demonstrated ability to build relationships and influence stakeholders without direct authority.
  
  

Preferred Qualifications

• Experience within healthcare, insurance, or other highly regulated enterprise environments.
• Familiarity with Agile delivery frameworks and portfolio reporting practices.
• Prior experience supporting enterprise planning cycles or governance forums.
  
  

Key Competencies

• Strategic portfolio and systems thinking
• Strong financial and analytical acumen
• Excellent communication and stakeholder facilitation skills
• High attention to detail and governance discipline
• Ability to succeed in a matrixed, cross-functional environment