Serve as a data and financial manager within the IT Claims & Operations organization.
Support Lean Portfolio Management (LPM) practices while engineering future IT portfolio operations.
Focus on the intersection of portfolio analytics and engineering enablement.
Partner with technical teams to develop scalable processes and automated usage patterns.
Maintain the interface between Agile delivery metrics and traditional corporate financial requirements.
Collaborate with Finance and Executive Leadership on strategic budget planning, project tracking, and financial variance reporting.
Develop innovative reporting presentations utilizing automated and AI-enhanced interactive dashboards.
Design and deploy new tools and processes that automate financial reporting and integrate portfolio data.
Actively engage with delivery teams to assist with portfolio management and align strategy themes.

1–3 years of IT portfolio management experience
Familiarity with software development processes, including iterative and incremental methodologies.
Proven experience managing financials and understanding IT financial management practices.
Solid understanding of Agile and Scaled Agile frameworks
Intermediate to advanced experience with MS Excel.
Strong ability to influence and build effective partnerships across teams.
Excellent communication skills—written, verbal, and presentation.
Hands-on experience with Agile methodologies such as Scrum and Kanban.
1 year of industry experience preferred.
Candidate must be authorized to work in the US without company sponsorship.

Portfolio Analyst – Lean Portfolio & Enablement

Key skills