Responsible for execution of the financial discipline of portfolio planning, including capital pool allocations, benefits realization and cost benefit analysis
Leads the develop of a benefit realization framework and responsible for the ongoing execution through tracking and reporting to senior leadership
Partners with enterprise portfolio planning, segments and shared services on the financial impact of prioritized work, including reallocation of dollars
Leads the components of cost benefit analysis and financial KPIs to translate the outputs for actionable insights
Serves as an entry point to Finance on the inputs for the planning process and ongoing financial management of prioritized work
Responsible for understanding impacts that value creation has on the operating plan, coordinates actuals/forecast for initiatives and provides assessment of that changes to scope, schedule & budget has on value and cost drivers
Prepares financial KPI reporting of the portfolio and provides insights of the capital portfolio budget on an ongoing basis

Bachelor’s degree in Finance, Accounting, Business or related field
10+ years of experience in financial analysis, FP&A or corporate finance
Strong financial modeling skills and advanced Excel proficiency
Excellent analytical, problem-solving and communication skills
Strong business acumen and ability to present financial information to leadership
Experience in forecasting, budgeting and scenario modeling
High-urgency and bias for action execution oriented
Strong attention to detail and accuracy
Experience in redefining processes and solutions

Finance Portfolio Lead

Key skills