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 adviser 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

Must Have

• 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

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• A comprehensive Total Rewards Program including bonuses and flexible benefits and competitive compensation
• Leaders who support your development through coaching and managing…