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.

• 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 elevate issues as necessary.
• Enforce compliance with internal controls, financial policies, and governance standards.

• 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.

• 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.

• 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.

• 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‑check 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.

• 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.

• 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.

Project Management Professional Certification (PMP) preferred.

• 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…