Associate Technology Strategy Specialist

Job Overview

We are seeking a detail-oriented and highly organized Associate Technology Strategy Specialist to support portfolio-level operations within an IT Delivery organization. This role is focused on portfolio administration, process optimization, and operational reporting, ensuring efficient execution across programs and projects. The ideal candidate will play a key role in supporting the team’s strategic pillars—Strategy, Vendor Management, Portfolio Financial Oversight, Project Delivery and Administration—while leveraging strong technical skills in Excel, PowerPoint, Word, and AI tools such as MS Copilot to drive efficiency and insight.

• Provide comprehensive support for IT portfolio administration, ensuring consistency and accuracy across projects and programs
• Maintain centralized documentation, standards, and coordination workflows across SharePoint and Teams
• Support governance processes including status reporting, documentation management, and coordination of portfolio reviews
• Ensure adherence to organizational policies, compliance requirements, and delivery standards

• Coordinate end-to-end onboarding of contingent workers (contractors, vendors) including system access (Teams, SharePoint, project tools), equipment coordination and onboarding documentation, training materials and orientation support
• Manage offboarding processes, including timely removal of system access, documentation of project transitions and knowledge transfer
• Partner with HR, vendors, and IT teams to ensure compliant and efficient workforce transitions

• Assist with vendor coordination and tracking, including engagement records and performance documentation
• Support contract and resource tracking, ensuring alignment with project and financial plans
• Act as a liaison between vendors and internal teams to support delivery needs

• Develop and maintain portfolio-level KPIs and performance metrics
• Create and manage reports using advanced Excel (pivot tables, data analysis, dashboards)
• Build and deliver executive-ready summaries in PowerPoint and documentation in Word
• Monitor trends, identify risks or gaps, and provide insights to support decision-making
• Ensure data accuracy and timely reporting across all programs

• Assist in tracking portfolio budgets, forecasts, and actuals
• Maintain financial tracking tools and ensure alignment with resource and project plans
• Support financial reporting cycles and variance analysis

• Identify opportunities to improve operational efficiency and streamline processes
• Design and implement standardized workflows, templates, and procedures
• Drive adoption of best practices across portfolio administration and reporting
• Support automation and continuous improvement initiatives

• Assist project managers and delivery teams with coordination activities including scheduling, documentation, and communications; tracking milestones, deliverables, and dependencies
• Support cross-team collaboration using Microsoft Teams and Share Point

• Bachelor’s degree in Information Technology, Business Administration, or related field (or equivalent experience)
• 3+ years of experience in IT project coordination, portfolio administration, or PMO support
• Advanced proficiency in Microsoft Excel, including pivot tables and data analysis
• Proficiency in PowerBI
• Strong working knowledge of Microsoft PowerPoint, Word, Teams, and Share Point
• Experience with KPI tracking, reporting, and performance analysis
• Excellent organizational skills with strong attention to detail
• Strong communication and stakeholder coordination abilities

• Comfortable using and learning about AI tools to drive efficiencies across delivery areas
• Experience in IT Delivery organizations or PMO environments
• Familiarity with portfolio/project management tools (e.g., Planview, Service Now, Jira, or similar)
• Exposure to financial tracking and vendor management processes
• Experience with process improvement methodologies

• Analyt…