Portfolio Analyst – Lean Portfolio & Enablement

Essential Accountabilities

• Agile Financial Strategy & Value Stream Operations
• Maintain the interface between Agile delivery metrics and traditional corporate financial requirements (monthly, quarterly, and forecasting).
• Support Sr. portfolio analysis and financial hygiene across value streams and Agile Release Trains (ARTs).
• Collaborate with Finance and Executive Leadership on strategic budget planning, project tracking, AI enablement, and financial variance reporting.
• Innovate new reporting presentations utilizing automated and AI-enhanced interactive dashboards that provide IT leadership with high-fidelity visibility into portfolio health, strategic investment alignment, and realized business outcomes.
• Develop and implement innovative ideas leverage next-generation AI tools with portfolio financials and IT development analytics. This includes aligning agile delivery data metrics (such as cycle time and feature throughput) with traditional financial requirements, including invest and run, variance analysis, and multi-year forecasting.
• Portfolio Analytical Engineering
• Design and deploy new tools and processes that automate financial reporting and integrate portfolio data that results in operational efficiency.
• Serve as an innovator and developer for portfolio tooling, building prototypes that accelerate insight delivery and reduce manual intervention.
• Translate technical and AI concepts into portfolio-relevant insights, enabling leadership to track the adoption and impact of AI-enabled initiatives.
• Help develop new IT management patterns that will emerge from new AI development models (Agents, Orchestration, Automation)
• Identify and implement opportunities to modernize the management and consumption of portfolio data.
• Leadership & Delivery Strategic Alignment
• Actively engage with delivery teams to assist with portfolio management, IT contracts, resources, allocations, and directly support business and leadership to align strategy themes.
• Persistently partner with architecture, engineering, and development teams to ensure the portfolio actively supports IT delivery goals in the new AI-driven development.
• Sustain a CIO-level portfolio view, preparing & automating materials for portfolio health.

Requirements

• 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.

About Us

We believe every day is a day to do right.
And that belief has guided us for over 200 years. Showing up for people isn’t just what we do, it’s who we are. We’re devoted to finding innovative ways to serve our customers, communities and employees – continually asking ourselves what more we can do.

And while how we contribute looks different for each of us, it’s these values that drive all of us to do more and to do better every day.

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