Director of Portfolio and Financial Management

What is the opportunity?

We are seeking a results-driven and analytically rigorous leader to oversee consolidated strategic portfolio and performance management reporting for Innovation & Technology. In this role, you will serve as a trusted advisor to the I&T senior leadership team, supporting and managing initiatives led by the I&T Strategic Initiatives team. As a strategic co‑pilot, you will drive financial insights and thought leadership to influence business outcomes.

The ideal candidate is a highly curious, passionate, and organized individual with a strong focus on structure and continuous improvement. They thrive in environments that encourage ongoing learning and optimization, bringing a proactive and disciplined approach to their work.

• Manage a high-performing team (1 direct report) to deliver consolidated strategic and performance management reporting (including Monthly Business Review, Quarterly Business Review, Zero Based Budgeting reporting).
• Serve as the primary strategic, finance and resource management contact representing I&T for T&O Finance, Technology Chief Operating Office, and US CIO Operating Office.
• Lead end-to-end Portfolio Management including monthly portfolio reporting, monthly financial and resource reporting.
• Support senior level requests for metric reporting to Technology Chief Operating Office and.
• Partner with Financial Control to ensure financial integrity of reported results and compliance with accounting standards.
• Identify and implement enhancements to reporting processes, forecasting and planning workflows.
• Own coordination and consolidation of the Annual Planning cycle for I&T including managing timelines, overall narrative and deliverables for key finance and business stakeholders.
• Co‑lead the coordination and production of the I&T Monthly and Quarterly Business Review shared with the Group Head of RBC Technology & Operations and RBC’s CEO.
• Acting as a strategic co‑pilot, partner with the I&T Senior Leadership Team to drive actionable insights and strategies, support business case analysis.
• Translate financial and capacity data into clear, executive‑ready narratives for OC level executives.

• Education:
  
  Bachelor’s degree in Finance, Accounting, Economics, or a related field. Advanced credentials (MBA, CFA, CPA) are strongly preferred.
• Leadership & Executive Presence: 8+ years of progressive experience in a relevant role, with at least 3 years in a leadership role. Demonstrated ability to inspire teams through clear vision, talent development, and future‑focused growth.
• Strategic Influence:
  Proven track record of collaborating in a matrixed environment, influencing stakeholders, and driving outcomes through strong interpersonal skills and trust‑based partnerships.
• Operational Agility:
  Expertise in managing competing priorities under tight deadlines, navigating change, and communicating priorities clearly to teams and partners.
• Executive Communication:
  Demonstrated ability to prepare and present financial content for senior leadership.
• Technical Proficiency:
  Exceptional financial modeling, data analysis, and communication skills.
• Industry Knowledge:
  Prior experience in a financial institution is essential.
• Core Competencies:
  
  High integrity, strong business acumen, sound judgment, and a results‑driven mindset with a sense of urgency.
• Attention to Detail & Organization:
  Meticulous focus on accuracy, precision, and well‑structured workflows in financial reporting and analysis.
• Continuous Improvement Mindset:
  Commitment to identifying inefficiencies, implementing process enhancements, and fostering a culture of ongoing optimization.

• A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation.
• Leaders who support your development through coaching and managing opportunities.
• Ability to make a difference and lasting impact.
• Flexible work/life balance options.
• Work in a dynamic, collaborative, progressive, and high‑performing team.
• Opportunities to do challenging work.

• Adaptability, Commercial Acumen, Creative Visioning, Decision Making, Long Term Planning, Managerial…