Manager, Portfolio Reporting & Financial Governance

Permanent Full Time

We are looking for a Manager to join our PM Practice and Portfolio Management & Governance team as part of the Technology Project Management Office. This role reports to the AVP Strategy, Portfolio Management & Governance and will lead portfolio reporting, annual planning, portfolio analytics, financial governance and reporting. It offers broad scope with opportunity to work with different technology teams in Canada and globally.

• Play a leadership role in evolving our TPMO reporting and scorecard to measure success against our strategic priorities, and regular measurements and reporting against these targets
• Collaborate with executive teams to determine the key technology performance measurements and metrics that support achievement of outcomes and improved decision making.
• Develop and evolve executive dashboards and insights, reporting on KPIs and value delivered
• Lead the team responsible for developing our monthly and quarterly Portfolio reports
• Provide reporting & information support to the annual initiatives planning process and interlock sessions with various business unit tech portfolio leads
• Develop, build, and deliver well-structured, persuasive, visual presentation materials for senior audiences through storytelling that converts analysis into compelling insights
• Conduct financial analysis including development of financial models to support strategies to understand opportunity economics and challenges
• Support informed decision‑making through clear reporting, metrics, KPI tracking, and a reliable single source of truth

• Oversee development of enterprise portfolio dashboards, reports, and performance insights.
• Measure and communicate project health, progress, and realized benefits.
• Establish and refine reporting processes for key TPMO deliverables to ensure stakeholder clarity and alignment.
• Partner with leaders to drive TPMO tool adoption and standardization to enable consistent, streamlined reporting.

• Lead and support portfolio‑level planning cycles, introducing metrics that improve transparency and support investment prioritization and resource allocation decisions.
• Support annual planning activities and ensure alignment to strategic roadmaps and enterprise outcomes.
• Enable transparency and governance in financial planning and forecasting processes.

• Oversee financial governance processes, portfolio financial data & forecasting accuracy, portfolio financial reporting.
• Drive the design and implementation of centralized financial governance processes with a forward‑looking approach.
• Lead portfolio financial structuring and clean‑up to establish a single source of truth.
• Define and standardize processes, templates, and tools for program/project forecasting and financial tracking.
• Develop and maintain portfolio‑level financial reporting, ensuring transparency and consistency.
• Establish and enforce compliance with financial standards and propose frameworks for continuous improvement.

• Assess portfolio initiatives against strategic outcomes and validate alignment with Canada Life and Technology objectives.
• Implement KPI measurement frameworks tied to business cases to track value realization.
• Provide actionable insights through reporting on key metrics to support executive decision‑making.

• Executive Reporting & Storytelling:
  Develop concise, insight‑driven PowerPoint presentations for senior leaders that translate complex data into clear narratives with actionable conclusions focused on technology.
• Analytical Leadership:
  Apply strategic and critical thinking to analyze data, identify trends and risks, and deliver forward‑looking insights and recommendations.
• Financial & Business Acumen:
  Interpret financial results and key metrics, connecting data to business drivers and clearly communicating their impact.
• Data Visualization & Communication:
  Create clean, executive‑ready visuals by transforming analytical outputs into compelling, easy‑to‑understand PowerPoint…