Associate Director, Portfolio Finance

What is the opportunity?

The Associate Director, Portfolio Finance leads portfolio financial oversight and the continuous improvement of the processes, data and systems that underpin financial decision-making across the PoMO. The role provides portfolio-level monitoring and challenge across budgets, forecasts, variance, benefits realization and financial performance, while supporting planning, prioritization and funding decisions through forward-looking financial insight. A core accountability is Finance-side stewardship of CPMS/Planview financial capabilities, establishing and sustaining CPMS as the authoritative source for portfolio financial information and continuously improving the underlying requirements, data standards, controls and processes.

The Associate Director, Portfolio Finance leads portfolio financial oversight and the continuous improvement of the processes, data and systems that underpin financial decision-making across the PoMO. The role provides portfolio-level monitoring and challenge across budgets, forecasts, variance, benefits realization and financial performance, while supporting planning, prioritization and funding decisions through forward-looking financial insight. A core accountability is Finance-side stewardship of CPMS/Planview financial capabilities, establishing and sustaining CPMS as the authoritative source for portfolio financial information and continuously improving the underlying requirements, data standards, controls and processes.

• Lead portfolio financial monitoring, including plan-versus-actual performance, budget utilization and key portfolio Finance-cycle inputs.
• Lead and coordinate variance analysis, providing financial challenges to forecasts, assumptions and emerging risks.
• Lead Finance-side stewardship and continuous improvement of CPMS financial capabilities, establishing and sustaining CPMS as the authoritative source for portfolio financial information.
• Serve as the RBC Investor Services Planview Lifecycle Administrator, maintaining alignment with Wealth Management's organizational hierarchies
• Act as a key Portfolio Finance partner to internal stakeholders across Delivery, Product, Vendor Management and Finance.
• Build trusted relationships, understand evolving stakeholder financial requirements and translate them into effective Finance processes, data and management information.
• Identify inefficient, manual or control-intensive Portfolio Finance processes and lead their improvement.
• Simplify, standardize and automate Finance workflows, including appropriate use of AI-enabled tools where they improve efficiency, control or insight, reducing manual assembly and reconciliation and increasing capacity for higher-value Finance activity.

• Undergraduate degree in Finance, Business, Economics, Data Science or a related discipline, or equivalent relevant experience
• Relevant experience across Portfolio Finance, Financial Planning & Analysis (FP&A), financial management, portfolio or PMO environments, financial analytics or comparable financial services function
• Experience translating business and financial requirements into effective processes, data standards, system capabilities or management information
• Understanding of financial planning, forecasting, variance analysis, performance monitoring and financial data management
• Demonstrated ability to build trusted relationships with internal clients and senior stakeholders across multiple business functions
• Strong analytical skills, with the ability to interpret financial information and provide actionable management insight

• Experience with a centralized portfolio management system P2D2, CPMS or…