Sr. Specialist Portfolio Forecasting

Position Summary

The Senior Portfolio Forecasting Specialist is the analytical engine of the Portfolio Strategy team, supporting long-range planning, enterprise growth strategy, and innovation portfolio assessment. This role is responsible for translating upstream ideas, inventions, and strategic initiatives into robust financial forecasts and evidence-based growth estimates that can be incorporated into the company’s long-range plan. Partnering closely with the Senior Manager, Portfolio Strategy, this individual builds the quantitative foundation for evaluating growth initiatives—sizing opportunities, modeling adoption and economics, pressure-testing assumptions, and helping leadership understand which innovation bets can most credibly contribute to multi-year growth ambitions.

The role combines strategic curiosity with financial rigor, data fluency, and structured problem-solving, bringing clarity to ambiguous opportunities and creating a consistent framework for comparing initiatives across the portfolio.

• Translate innovation concepts, upstream ideas, and strategic opportunities into initiative-level forecasts, business cases, and quantitative assessments that inform the enterprise long-range plan.
• Build forecasting models to estimate revenue, margin, investment requirements, timing, cash flow, and risk-adjusted value for new concepts, platforms, and growth initiatives.
• Quantify opportunity potential through market sizing, adoption curves, pricing scenarios, penetration assumptions, unit economics, and competitive context.
• Develop and maintain scenario analyses across base, upside, downside, and alternative assumptions to support portfolio planning and executive decision-making.
• Create portfolio-level rollups that show how combinations of initiatives contribute to long-term growth targets across planning horizons.
• Partner cross-functionally with Strategy, Finance, R&D, Commercial, and Innovation teams to align assumptions, identify dependencies, and improve the quality of opportunity assessments.
• Integrate financial, market, consumer, operational, and innovation inputs into a unified view of initiative potential and portfolio contribution.
• Establish consistent analytical frameworks, model standards, and assumptions libraries so initiatives can be compared on a common basis.
• Identify key value drivers, risks, bottlenecks, and capability gaps that could affect the expected performance of portfolio initiatives.
• Support enterprise investment decisions through sensitivity analysis, prioritization logic, and data-driven recommendations on sequencing and resource allocation.
• Prepare executive-ready analyses, dashboards, and presentations that connect complex forecasting and financial assessments to strategic implications and recommended actions.
• Continuously improve forecasting methodologies, templates, and tools to increase rigor, transparency, and decision quality within the Portfolio Strategy function.

• Higher confidence in long-range planning through disciplined, transparent, and repeatable initiative forecasting.
• Stronger linkage between upstream innovation activity and enterprise growth targets.
• Improved ability to compare diverse opportunities based on value, timing, risk, and strategic fit.
• Better investment choices through clearer visibility into assumptions, trade-offs, and portfolio contribution.
• A more credible analytical foundation for building a sustainable long-term growth engine.

• Bachelor’s degree required in Finance, Economics, Business, Data Analytics, Engineering, Strategy, or a related quantitative field; advanced degree preferred.
• 5+ years of experience in forecasting, analytics, strategic finance, corporate strategy, portfolio analysis, commercial finance, or related analytical roles.
• Demonstrated ability to translate ambiguous opportunities, upstream ideas, or early-stage concepts into structured assumptions, quantitative models, and decision-ready analyses.
• Strong analytical capability, including the ability to connect market opportunity, portfolio choices, and financial outcomes in a clear and defensible way.
• Experience building forecasting…