Leads portfolio reporting, annual planning, analytics, and financial governance for the Technology PMO, collaborating with global teams.
Responsibilities
Play a leadership role in evolving TPMO reporting and scorecard to measure success against strategic priorities. Collaborate with executive teams to determine key technology performance measurements and metrics. Develop and evolve executive dashboards and insights, reporting on KPIs and value delivered. Lead the team responsible for developing monthly and quarterly portfolio reports. Provide reporting and information support to the annual initiatives planning process. Develop and deliver well-structured, persuasive visual presentation materials for senior audiences. Conduct financial analysis including development of financial models. Support informed decision-making through clear reporting, metrics, KPI tracking, and a reliable single source of truth. Oversee development of enterprise portfolio dashboards, reports, and performance insights. Measure and communicate project health, progress, and realized benefits. Establish and refine reporting processes for key TPMO deliverables. Partner with leaders to drive TPMO tool adoption and standardization. Lead and support portfolio-level planning cycles. Support annual planning activities and ensure alignment to strategic roadmaps. Enable transparency and governance in financial planning and forecasting processes. Oversee financial governance processes, portfolio financial data and forecasting accuracy, and portfolio financial reporting. Drive the design and implementation of centralized financial governance processes. Lead portfolio financial structuring and clean-up. Define and standardize processes, templates, and tools for program/project forecasting and financial tracking. Develop and maintain portfolio-level financial reporting. Establish and enforce compliance with financial standards. Assess portfolio initiatives against strategic outcomes and validate alignment. Implement KPI measurement frameworks tied to business cases. Provide actionable insights through reporting on key metrics.
Requirements
Experience in creating reporting and dashboards for senior leadership with a focus on technology. Highly proficient analytical skills, including financial analysis and research. Excellent communication skills (written and verbal) with proven abilities to collaborate and build strong relationships. Proficient use of tools like Power BI, PowerPoint and Excel (working knowledge of Thinkcell and Macros will be an asset). Ability to foster an environment that encourages new approaches and challenges the status quo. Prior work experience demonstrating strong leadership, focus on operational efficiencies and cost effectiveness. Understanding of different project management methodologies (PMP and Agile Training are considered strong assets). University degree in a relevant discipline such as business, finance, engineering or other specialized degree. At least 7-8 years of experience in a finance or reporting role, preferably within technology teams in the financial services industry (consulting experience will be a plus).
Benefits
Career development opportunities, access to industry-leading learning programs, up to $2,000 annually towards education reimbursement. Flexible health and dental benefits, plus a $5,000 mental health benefit. Time off including regular vacation, personal days, and a volunteer day. Company-matching pension plan, share ownership program and additional investment options. Employee recognition programs, service milestone celebrations, employee discounts. Employee Resource Groups (ERGs), mentorship programs, social clubs and events.
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