Lead, Tech Portfolio Operations

About the role

Become a part of our caring community. The Lead, Tech Portfolio Operations is responsible for building and running the operational management system for a large, complex, high-visibility technology portfolio.

Responsibilities

• Lead enterprise portfolio operations across governance, financial management, execution visibility, enterprise reporting, contract tracking, portfolio health, data quality, operating cadence, and leadership decision support.
• Establish and manage the portfolio operating rhythm, including monthly portfolio reviews, quarterly business reviews, financial checkpoints, enterprise portfolio submissions, contract reviews, forecasting cycles, risk reviews, dependency reviews, and leadership readouts.
• Maintain a consolidated portfolio view across initiative status, financial performance, delivery health, milestone progress, roadmap movement, risks, issues, dependencies, contracts, vendors, decisions needed, and emerging trends.
• Partner with Finance to manage portfolio financial discipline, including budget, forecast, actuals, variance analysis, funding movement, labor and non-labor spend, capitalization, vendor spend, contract commitments, and financial risk.
• Own portfolio financial trend reporting, including month-over-month forecast movement, actuals trends, budget pressure, contract burn, vendor spend patterns, funding gaps, and emerging cost risks.
• Partner with enterprise portfolio teams to ensure portfolio submissions, financial updates, status reporting, governance artifacts, scorecards, and data quality expectations are accurate, complete, timely, and aligned to enterprise standards.
• Own the operational development of quarterly business review materials, integrating portfolio performance, financial trends, investment health, delivery status, contract trends, risk posture, dependencies, key decisions, and forward-looking actions.
• Develop and maintain executive-ready portfolio reporting, including dashboards, scorecards, health summaries, financial views, risk and dependency views, QBR materials, and leadership decision packages.
• Drive portfolio execution transparency by ensuring initiative status, milestones, delivery confidence, dependencies, risks, issues, and decisions are captured consistently and escalated appropriately.
• Partner with portfolio leads, product teams, engineering leaders, delivery teams, and finance partners to ensure portfolio data in Jira, Jira Align, financial systems, and related tools is accurate, current, and usable for leadership reporting.
• Use Jira Align, Jira, financial systems, dashboards, and analytics tools to create a reliable view of portfolio health, execution progress, roadmap alignment, dependencies, capacity signals, risks, and financial alignment.
• Support contract and vendor portfolio operations by tracking SOWs, renewals, vendor commitments, contract spend, burn rates, license or service obligations, expiration dates, and upcoming decision points.
• Identify operational gaps, reporting inconsistencies, data quality issues, financial variances, contract risks, governance breakdowns, or execution visibility gaps and drive corrective actions with accountable owners.
• Build repeatable portfolio operations standards, templates, operating procedures, dashboards, reporting routines, data quality checks, governance practices, and escalation paths that improve consistency and scalability.
• Improve portfolio management maturity by simplifying reporting, strengthening data quality, standardizing processes, improving tooling adoption, increasing automation, and creating more decision-ready insights for leaders.

Key Deliverables

• Enterprise portfolio operating calendar covering governance forums, financial cycles, QBRs, enterprise reporting deadlines, contract reviews, portfolio reviews, and leadership updates.
• Monthly portfolio health report covering execution status, financials, milestones, risks, issues, dependencies, decisions needed, and trend movement.
• Quarterly business review package covering portfolio performance, investment health, financial trends, delivery confidence, contract trends, risk posture, dependencies, key decisions, and next-quarter focus areas.
• Portfolio financial management dashboard covering budget, forecast, actuals, variances, labor and non-labor spend, capitalization, vendor spend, funding changes, and financial risks.
• Forecast and actuals trend analysis identifying month-over-month movement, drivers of variance, cost pressure, funding gaps, and actions needed.
• Portfolio execution dashboard showing initiative health, roadmap progress, milestone status, delivery confidence, risk posture, dependency status, and escalation needs.
• Jira Align portfolio health view showing progress, risks, dependencies, roadmap alignment, investment themes, epic status, PI progress, objective progress, and portfolio-level execution signals.
• Enterprise portfolio submission package aligned to enterprise governance standards, data requirements, reporting timelines, and financial expectations.
• Contract and vendor operations dashboard showing active SOWs, renewals, vendor spend, burn rates, commitments, expiration dates, license or service obligations, and contract-related risks.
• Risk, issue, and dependency register with accountable owners, mitigation actions, due dates, escalation paths, aging trends, and closure status.
• Portfolio intake and governance tracker covering new work requests, prioritization inputs, funding status, governance artifacts, decision records, and approval path.
• Ledgers capturing key decisions, owners, follow-ups, due dates, aging items, and closure status.
• Data quality scorecard covering accuracy, completeness, timeliness, reporting gaps, Jira Align hygiene, financial data quality, and corrective actions.
• Portfolio operations playbook documenting operating routines, processes, templates, data standards, governance expectations, reporting cadence, roles and responsibilities, and escalation paths.
• Portfolio trend and insights report identifying recurring execution patterns, financial movement, dependency risks, delivery bottlenecks, contract exposure, and operational improvement opportunities.

Qualifications

• Bachelor's degree in Business, Technology, Finance, Operations, Information Systems, or a related field.
• 15+ years of experience in IT portfolio management, portfolio operations, PMO leadership, technology governance, technology finance, or strategic portfolio management.
• Proven experience managing portfolio governance, financial planning and forecasting, executive reporting, quarterly business reviews, risk and dependency management, and portfolio performance tracking.
• Strong financial management expertise, including budgets, forecasts, variance analysis, capitalization, vendor spend, investment planning, and financial reporting.
• Experience with vendor and contract management, including SOWs, renewals, spend oversight, commitments, and risk management.
• Hands-on experience with Jira Align, Jira, and portfolio reporting and analytics tools to support planning, execution visibility, roadmap management, and leadership decision-making.
• Experience developing executive dashboards, scorecards, portfolio analytics, operating reviews, decision packages, and actionable leadership insights.
• Strong analytical, communication, facilitation, and stakeholder management skills with the ability to synthesize complex operational, financial, and delivery data into clear recommendations.
• Proven ability to improve portfolio operating models, governance processes, reporting, data quality, and organizational maturity while driving accountability across cross-functional teams.