Portfolio & Financial Analysis Manager, Digital Technology

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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. The Portfolio Manager supports the Project and Portfolio Management team by monitoring financial performance and ensuring compliance across all projects and programs within the Portfolio Management Function.

He/she will serve as a liaison with finance, program management, and senior leadership across both the team and broader executive leaders within the D&T Transformation Management Office.

• Govern portfolio performance consistently to ensure alignment with strategic goals.
• Ensure all funding data from Intake/Demand Management function are accurately accounted for and tracked.
• Conduct portfolio reviews biweekly and monthly, analyzing project budget performance and 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 and manage portfolio dashboards or scorecards (Power‑BI, Excel, PPM tools).
• Provide insights on portfolio health, schedules, EAC, and project 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 system 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 (e.g., project forecasting, accruals vs. actuals accuracy, OpEx tracking).
• Generate regular reports and dashboards that summarize portfolio financial status, cross‑checking 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…