Who we want:
Lead PMO Analyst participates in the achievement of the PMO's objectives through portfolio and financial data analysis, metrics, and trending. They are responsible for effective portfolio management practices, tools, and analysis within a large, high-complexity portfolio, including business-facing activities. This individual will work in coordination with the portfolio owner(s) and relevant stakeholders to maintain and manage the financial portfolio, ensuring accurate tracking and delivery within all financial measures and portfolio constraints. This position monitors and provides direct support to project and program teams across the portfolio to ensure initiatives are managed and delivered with a level of rigor and discipline that complies with Global IT and Finance standards.
What you will do:
Technical Responsibilities:
Maintain accurate and up-to-date tracking of financial projections across the portfolio leveraging approved financial management practices, processes, and tools
Rely on data to accurately report financial performance that can inform action and decision-making
Track and reconcile actual financial outcomes against projections to inform go-forward forecast refinement
Identify & mitigate all projected risks against portfolio constraints with relevant build and project resources
Ensure the portfolio resource plan is aligned to inform portfolio forecast/capitalization projections
Oversee and administer ongoing portfolio balancing to ensure the pipeline is properly funded and resourced with respect for portfolio constraints
Manage financials of our initiatives, including forecasted spend for demand, projects and programs. Cost management will extend the lifecycle of the initiative and include tracking of forecasted, projected and actuals for internal resource time and external spend.
Manage external spend, in partnership with a project manager, contract owner and supplier. This includes tracking of spend to milestones, invoice receipt and recognition and spend reconciliation.
Report on timely allocation of required resources and communicate potential resourcing issues that may impact scheduled deadlines.
Report progress of the portfolio to management with specific emphasis on business objectives delivery, efficient resource deployment, effective risk and issue management, portfolio volatility with respect to scope and quality changes, and process improvements.
Contribute to the annual planning and budgetary process for the function.
Actively work with portfolio and project managers to plan for or resolve staffing fluctuations.
Identify improvement opportunities and recommend strategic steps to capitalize on opportunities that will have a significant effect on profit and/or operational effectiveness for the organization.
Monitor portfolio health and financial status against relevant constraints, including: Strategic investment guidance, Portfolio budgets, BCFM/Project budgets, Contracts, and Operating budgets. Guide and support project teams to mitigate any risks or issues that are identified.
Partner with Finance, Project Teams, and Budget owners to ensure all financial cadences (e.g. Quarterly budgeting cycles, month-end closings, etc…) are supported by and aligned to portfolio financials
Identify and evangelize process improvement opportunities for portfolio, financial and project management
Establish and maintain partnerships with internal and external PMO cross functional stakeholders
Produce regular metrics using dashboards and metrics to measure success
Contributes data analysis expertise for short- and long-term strategic planning process activities
Knowledge and Capabilities:
Gains stakeholder trust, and maintains open communication channels with stakeholders, including development teams and sponsors
Stays calm under pressure timelines and seeks to add additional responsibility where appropriate to have an impact outside of core role
Self-motivated: enjoys tackling goals, growing and developing, and is accountable for goals being met
Consistently drives results
Effective communicator and presenter: understands how to engage diverse audiences, adjust as appropriate and checks for understanding along the way
Understand the importance of networking and utilizing that network to improve individual job performance
Actively seeks to understand how goals fit into broader organizational goals
Works to build customer centric solutions that are flexible as needs change, and incorporates customer feedback quickly
Can consolidate large amounts of data, pinpoint valuable information free of personal bias to make timely and durable decisions
Understands when to take risk and when to escalate, evaluating issues based on parts, patterns and relationships.
Is able to pressure test ideas and share conclusions with a broader audience in a concise manner.
Exercises good judgment regarding when and how to escalate issues
Growth mindset – learns from previous mistakes and picks up new skills quickly
Professional experience in a PMO or financial analyst role is required
Hands-on experience in project/portfolio resource planning, reporting, prioritization, and budgeting.
Experience in managing budget mechanics and processes in an information technology environment
Ability to analyze and explain the risks involved in using, or not using, solutions to business or organizational problems.
Ability to promote innovative ideas and accept the risks that are required to lead change
Proficiency in Microsoft Excel and/or other information management systems required
Strong attention to detail and organization skills required
Ability to multi-task with frequently changing priorities
Excellent communication skills required
Education Requirements
BS or equivalent & 4+ years of work experience
CAPM or equivalent
Yellow Belt Certification or actively pursuing certification
Travel Percentage: 10%