Portfolio Excellence Lead

Portfolio Excellence Lead

Role:
Portfolio Excellence Lead

Location:

Deerfield Beach, FL (Hybrid 3/2) Duration: 6+ Months Role Level: Senior Coordinator / Lead-level individual contributor Team / Function: JMFE Business Unit under 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 role does 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.

Position Summary:

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.

How this role should be positioned:
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.