Portfolio & Financial Analysis Manager, Digital Technology

JOB SUMMARY:

The Portfolio Manager, Digital Technology, is responsible for overseeing the financial performance, compliance, and governance of technology projects and programs within the Digital & Technology division. This role involves collaboration with leadership, finance, and cross-functional teams to ensure projects align with strategic goals and are properly funded and tracked throughout their lifecycle. The Portfolio Manager, Digital Technology, supports the Project and Portfolio Management team by monitoring financial performance and ensuring compliance across all projects and programs within the Portfolio Management Function. This will require working closely with our entire leadership team within our Portfolio Intake/Demand, Portfolio Performance and Resource/Vendor Management functions. This role oversees ongoing portfolio analysis and program/project alignment throughout the Portfolio Management Lifecycle—from intake to closure. The manager ensures every project is properly funded and tracked by providing routine and ad hoc health reports using data-driven insights. They will serve as a liaison with finance, program management, and sr. leadership across both the team and broader executive leaders within the D&T Transformation Management Office. They will support governing and managing Project Lifecycle processes in partnership with direct leadership, governance best practices and PPM team. Ensure support for both Waterfall and Agile methodologies while actively supporting internal Communities of Practice.

MAJOR RESPONSIBILITIES:

Portfolio Oversight and Governance

• Govern portfolio performance consistently to ensure alignment with strategic goals.
• Ensure all funding data from Intake/Demand Mgt function are accurately accounted for and tracked.
• Conduct portfolio reviews biweekly & monthly analyzing project’s budget performance, raising any risks.
• Maintain the portfolio repository in PPM tools by ensuring data accuracy.
• Optimize system workflows for managing data from intake to tracking funding within the master portfolio.
• Track portfolio risk trends, manage dependencies, and escalate issues as necessary.
• Enforce compliance with internal controls, financial policies, and governance standards.

Portfolio Analysis, Compliance and Reporting

• Work with finance to track project funding and budget utilization, ensuring GAAP compliance.
• Manage portfolio financial data, forecasts, CR impact assessments and variances.
• Ensure accuracy of project forecasts, actuals, accruals and monthly reconciliation with finance.
• Create monthly and quarterly reports for leadership and distribution to executives.
• Provide ad hoc updates on project progress and financial status to leaders as needed.

Dashboards and Data Analytics

• Create/manage portfolio dashboards or scorecards (Power BI, Excel, PPM tools).
• Provide insights on portfolio health, schedules, EAC, and projects forecasts.
• Support executive decisions with scenario modeling and sensitivity analysis.
• Set KPIs and benchmarks to monitor project and portfolio performance.

Tool Administration Support

• Act as a member of the centralized governance team to ensure system upkeep and data integrity.
• Maintain and update PPM tools for accurate data and portfolio/project reporting.
• Accountable for scheduled systems updates/troubleshooting issues.
• Train staff on tool best practices and new features, when PPM tools are updated.
• Track tool functionality, ensuring system required workflow updates are prioritized.

Cross Functional Collaboration

• Serve as the primary contact between portfolio team and finance to ensure accuracy of reporting between functions (i.e. Project forecasting, accruals Vs. actuals accuracy as well as OpEx Tracking)
• Generate regular reports and dashboards that summarize portfolio financial status, cross-checking accuracy between various data sources prior to inclusion in executive level reporting.
• Collaborate with cross-functional teams to ensure data consistency across systems and reporting.
• Implement process improvements to streamline and enhance transparency to financial data.
• Understands and actively participates in Environmental, Health & Safety responsibilities by following established UO policy, procedures, training and team member involvement activities.
• Performs other duties as assigned.

EDUCATION:

• Bachelor’s Degree in Business, Computer Science, Computer Information Systems, or related Information Technology field required.
• Master’s Degree in Business Administration, Technology, Finance or related business field preferred.

EXPERIENCE:

• 5 years of experience as Portfolio Manager for a large enterprise.
• 4 years defining and managing complex technology portfolios.
• Experience supporting Enterprise projects utilizing both Waterfall and Agile methodologies; or equivalent combination of education and experience.

CERTIFICATIONS, LICENSES, REGISTRATIONS:

Project Management Professional Certification (PMP) preferred.

ADDITIONAL INFORMATION:

• Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws.
• Outstanding communication skills both written and verbal.
• Build effective relationships with core and extended team members, functional managers, senior management and customers.
• Ability to work without significant direction with an attention to detail.
• Ability to recommend modifications to overall direction of portfolio or program to meet organizational goals.
• Ability to solve complex, multi-faceted problems.
• Able to influence others or gain acceptance in sensitive situations.
• Develop and deliver persuasive presentations stakeholder groups.
• Direct and indirect supervisory and coaching experience.
• Strong financial acumen with deep understanding of capital planning/GAAP
• Advanced Excel, Power BI, and data modeling skills
• Ability to translate financial and project data into actionable insights.
• Excellent communication and executive presentation abilities.
• Strategic thinker with hands-on analytical capabilities and attention to detail.
• Leadership experience managing analysts or cross-functional project teams.
• Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
• Consistent attendance is a job requirement.

Your talent, skills and experience will be rewarded with a competitive compensation package.

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