Portfolio Excellence Lead

Deerfield Beach, United States

Duration: 6+Months

Team / Function: JMFE Business Unitunder IT Delivery leadership

Primary

Purpose:

Provide portfolio analytics, financial insights, visualization, automation, and process improvement support for leadership decision-making.

Not a Manager Role: This roledoes not own program or project oversight, manage project managers, or make portfolio governance decisions.

Role Distinction: Complements the Portfolio Coordinator by focusing on analysis, dashboards, apps, automation,and continuous improvement rather than routine meeting facilitation or status administration.

• The Portfolio Excellence & Insights Lead will serve as a senior individual contributor and strategic support partner to JMFE Business Unit leadership by providing portfolio analytics, financial insights, data visualization, automation, and continuous improvement recommendations. This role helps leadership understand portfolio trends, financial performance, resource patterns, process opportunities, and future direction through data-driven insights and clear executive storytelling.
• This position is not intended to perform formal oversight of programs, projects, or project managers. Instead, the role focuses on transforming portfolio, financial,delivery, and resource data into meaningful insights, dashboards, applications,and automated reporting capabilities that improve portfolio transparency,reduce manual effort, and support better decision-making.
• The ideal candidate combines strong knowledge of project portfolio management and financial concepts with hands-on analytical, visualization, technical, and process improvement capabilities. This person should be comfortable working across data sources, identifying improvement opportunities, building visual tools, and using AI-enabled capabilities to modernize how portfolio information is analyzed, presented, and acted upon.

• Lead-level individual contributor with strong analytical and technical depth.
• Strategic support role that informs portfolio decisions but does not own portfolio governance authority.
• Focused on insights, dashboards, apps, automation, process improvement, and executive storytelling.
• Complementary to the Portfolio Coordinator, who may continue supporting routine coordination, status logistics, meeting facilitation, and administrative follow-up.

• Analyze portfolio performance, delivery trends, financial metrics, resource data, risks, dependencies, and initiative-level information across JMFE Business Unit programs and projects.
• Develop portfolio-level insights and recommendations that support leadership planning, prioritization, investment conversations, and continuous improvement efforts.
• Identify patterns, trends, gaps, and opportunities across the portfolio using historical and current data.
• Support leadership in understanding the overall health, direction, and performance of the portfolio through data-driven reporting and analysis.
• Help connect portfolio activity to business outcomes, value realization, financial performance, and resource capacity considerations.
• Analyze portfolio budgets, forecasts, actual spend, investment categories, resource-related financials, and variance trends.
• Develop financial reporting views and visualizations that improve transparency and make financial performance easier to understand.
• Identify financial risks, variances, funding shifts, burn-rate concerns, and optimization opportunities for leadership consideration.
• Support planning conversations by providing financial and analytical insights that help leaders evaluate tradeoffs, constraints, and investment direction.
• Partner with IT finance, project, and portfolio stakeholders to improve consistency and reliability of financial reporting inputs.

• Design, build, enhance, or lead the creation of dashboards, BU IT specific scorecards, self-service reporting views, and visual management tools for portfolio performance, financials, resources, capacity, delivery health, and trends.
• Build or support low-code/no-code applications that make portfolio information easier to…