Assistant Director, Transformation & Portfolio Management

About the role

Reporting to the Assistant Vice President for Finance Operations and Strategy in the Office of Finance, the Assistant Director, Transformation & Portfolio Management provides project and portfolio management support for a range of cross-functional transformation initiatives sponsored by Finance. Working with the Assistant Vice President, executive sponsors, and functional leaders, the Assistant Director translates approved objectives into structured implementation plans; organizes workstreams and governance; maintains schedules, milestones, and project documentation; and tracks progress, risks, dependencies, decisions, and resource needs. The position ensures that responsibilities are clearly assigned, commitments are followed through, and significant barriers are elevated for resolution.

Responsibilities

• Translates approved priorities and future-state objectives into structured implementation plans with defined workstreams, responsibilities, owners, deliverables, milestones, dependencies, and measures of success.
• Develops and maintains project schedules, roadmaps, responsibility matrices, decision logs, risk and issue trackers, and other core project documentation.
• Monitors progress across the transformation portfolio, follows up on commitments, and identifies changes in timing, scope, resources, or dependencies, or other factors that may affect successful implementation.
• Maintains a consolidated portfolio view of major Finance-sponsored initiatives, supporting the prioritization, sequencing, coordination, and ongoing management of cross-functional transformation work.
• Coordinates working sessions, cross-functional project teams, steering groups, and executive reviews and ensures appropriate stakeholders are engaged at key decision points.
• Develops agendas, status reports, decision materials, and follow-up documentation and maintains clear records of decisions and assignments.
• Identifies and tracks project risks, resource requirements, dependencies, and unresolved issues and elevates significant barriers to the Assistant Vice President and appropriate project sponsors.
• Supports current-state assessments, gap analyses, and implementation roadmaps needed to move initiatives toward defined future-state objectives.
• Develops dashboards and executive updates summarizing progress, milestones, risks, decisions, resource needs, and expected impact.
• Partners with Finance Planning and Analytics and other subject-matter experts on business cases, financial analysis, research, and performance