Director, Portfolio Lead

Position Summary

This role helps align strategy and execution by applying Lean and systems thinking approaches to strategy, investment funding, and governance. The individual is accountable for ensuring alignment between the strategies of the Enterprise Data Services (EDS) or Applied AI and Analytics (AIA) organizations and their portfolio priorities with the overall Enterprise Data/AI strategies from the Chief Data & Operations Officer and the remaining Executive Leadership Team.

The role also maintains alignment between the EDS/AIA portfolios and the respective strategies of the lines of business supported by these groups, supports prioritization of work, drives financial accountability for products and solutions within each portfolio, and partners with Agile operations to coordinate, sustain, and improve value streams where applicable.

Work Schedule and

Location:

This hybrid position requires working in one of the following offices – Columbus, OH;
Chicago, IL;
Hartford, CT; or Charlotte, NC – three days a week (Tuesday-Thursday).

• Support and monitor prioritization of work and drive financial accountability for products and solutions inside each portfolio.
• Partner with the Agile operations function in coordinating, sustaining, and improving value streams within the portfolio.
• Plan and monitor IT budgets to ensure alignment with strategic initiatives and/or objectives.
• Forecast future budget needs, measure portfolio performance, and coordinate required compliance activities.
• Operate as the primary conduit for the Chief Data Officer or Chief AI & Analytics Officer in managing the expected financial outcomes for their respective organizations.
• Ensure meeting all efficiency targets and oversee financial guidelines across various investment portfolios.
• Interact with Portfolio Leads from business groups across the Enterprise to deliver against overall business plans.
• Play a critical role as a connector of portfolio priorities across all lines of business.
• Directly responsible for the annual portfolio spend of 90–100 M plus.
• Proactively monitor overall performance of portfolios within guardrails to ensure delivery of business outcomes occurs at the appropriate ROI, including monthly reporting against forecasts and funding guardrails.
• Plan and monitor all ongoing efficiency initiatives, supporting the Senior Leadership Team member in meeting financial commitments and in decision‑making on redeployment of resources between sub‑portfolios or functional areas.
• Manage vendor relationships, including contracts, purchase orders, MBM, and invoice approvals.
• Champion continued finance evolution to Agile funding value streams, adopting a product‑vs‑project mindset.
• Serve as the primary liaison for the Chief Data Officer or Chief AI & Analytics Officer, directly managing the financial outcomes expected within their respective organizations.
• Maintain accountability for achieving efficiency targets and adhering to funding guardrails across a variety of investment portfolios.

• Primary contact for organization financials, including outlook locks, operational planning, monthly reserving, capitalization, and financial reporting supporting the CDO, CAIO, and business as needed.
• Monitor overall performance of portfolios within established guardrails to ensure business outcomes achieve appropriate ROI, providing monthly report of portfolio performance against forecasts and funding guardrails.
• Planning and monitoring of all ongoing efficiency initiatives, supporting the SLT member in meeting financial commitments and in decision‑making on proper re‑deployment of resources.
• Vendor management, including contracts, purchase orders, MBM, invoice approvals.
• Directly responsible for the annual portfolio spend of 90–100 M plus.

• Strong IT financial competency, ability to understand and track technology work and infrastructure needs across a broad spectrum of teams, tying it to forecasts and financial outcomes, and a proven ability to work and communicate with an executive audience as a primary partner.
• Mature a culture of continuous improvement and innovation, adopting OwnIT, Agile, and Dev Ops mindsets, leveraging Harvest, enabling high performance.