Senior Manager, Portfolio Financial & Resource Management

About the role

The Senior Manager, Portfolio Financial and Resource Management is responsible for leading the financial planning, resource management, and demand management functions supporting the enterprise portfolio. This role ensures strategic initiatives are appropriately funded, resourced, prioritized, and governed to maximize organizational value.

Responsibilities

• Lead financial planning, budgeting, forecasting, and investment tracking for the enterprise portfolio
• Partner with Finance and business leaders to develop portfolio budgets, funding strategies, and investment recommendations
• Monitor capital and operating expenditures, financial performance, and budget utilization across the portfolio
• Analyze financial trends and provide recommendations to optimize portfolio investments and resource allocation
• Support business case development, investment analysis, and benefits realization activities
• Develop and maintain enterprise resource planning and capacity management processes
• Maintain portfolio demand pipelines and recommend prioritization adjustments as organizational priorities evolve
• Support governance forums by providing demand analysis and decision-making recommendations
• Develop financial models, scenario analyses, dashboards, and executive reports supporting portfolio decision-making
• Manage enterprise demand intake, evaluation, prioritization, and approval processes
• Support portfolio financial management, resource allocation, and investment oversight
• Support audit activities and maintain documentation supporting governance and decision-making
• Identify opportunities to improve portfolio financial management, resource planning, and demand management processes
• Develop standardized tools, templates, metrics, and reporting processes that improve consistency and efficiency
• Foster a culture of continuous learning, collaboration, and operational excellence across portfolio management activities
• Support implementation of portfolio management tools and continuous improvement initiatives

Qualifications

• Bachelor's Degree (or equivalent experience) in Business Administration, Organizational Development, Human Resources, Communications, Psychology, or a related field required
• Minimum 8 years progressive experience in portfolio financial management, financial planning and analysis (FP&A), resource management, portfolio management, PMO, or related functions
• Minimum 5 years leadership or people management experience
• Minimum 5 years demonstrated experience managing enterprise portfolio budgets, forecasting, and investment planning
• Demonstrated experience managing resource capacity plans, demand management processes, and portfolio analytics
• Proven success supporting executive decision-making through financial analysis, reporting, and scenario planning
• Experience working in cross-functional environments supporting business and technology organizations
• Experience with enterprise portfolio management or project portfolio management practices

Skills

• Strong financial acumen and knowledge of portfolio financial management, budgeting, forecasting, financial modeling, scenario planning, data analysis, and investment planning
• Knowledge of resource planning, workforce capacity management, portfolio governance, financial controls, risk management practices, and demand management methodologies
• Excellent verbal, written, presentation, and interpersonal communication skills, with the ability to present complex financial and portfolio information clearly to senior leadership and governance committees
• Exceptional collaboration skills with a demonstrated ability to build trusted partnerships across Finance, business, technology, portfolio management, and operational teams while balancing competing priorities and organizational capacity
• Strong analytical, critical thinking, and problem-solving skills, with the ability to identify trends, evaluate risks, optimize resource allocation, and develop practical, data-driven solutions
• Ability to manage multiple priorities simultaneously while maintaining accuracy, attention to detail, and responsiveness in a fast-paced, evolving environment
• Commitment to continuous improvement, operational excellence, innovation, accountability, integrity, sound business judgment, and delivering measurable business value through effective financial and resource management