Senior Manager, Portfolio Financial & Resource Management
$150,000–$175,000 year
HybridBridgewater, New Jersey, United States
Job Summary
Lead financial planning, budgeting, and investment tracking for the enterprise portfolio while partnering with Finance and business leaders to develop funding strategies and optimize resource allocation. Monitor capital and operating expenditures, analyze financial trends, and support business case development to maximize organizational value. Manage enterprise demand intake, prioritize investment requests against strategic objectives and capacity, and maintain demand pipelines for governance forums. Develop financial models, dashboards, and executive reports to support decision-making, while identifying and mitigating risks across financial, resource, and delivery areas. Identify process improvement opportunities to enhance consistency and efficiency in portfolio management activities.
Required Qualifications
- Bachelor's Degree (or equivalent experience) Business Administration, Organizational Development, Human Resources, Communications, Psychology, or a related field
- 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
- Experience developing 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
- Proficiency with enterprise portfolio management tools such as Planview, ServiceNow Strategic Portfolio Management (SPM), Clarity PPM, Microsoft Project Online, or similar platforms
- Knowlege of business intelligence and visualization tools such as Power BI, Tableau, or similar analytics platforms
- Familiarity with project and program management methodologies, including Agile, Waterfall, and hybrid delivery approaches
- 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
- Ability to develop executive dashboards, KPIs, and portfolio performance reporting
- Ability to lead portfolio financial initiatives and align them organizational strategy and business priorities
- 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
- 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
- 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
- This role will be a hybrid role. Subject to business needs, employees may work remotely up to two days per week. Assigned office days will be determined by your manager.
Desired Qualifications
- PMP - Project Management Professional
- Portfolio Management Professional (PfMP)
- Certified Associate in Project Management (CAPM)
- Certified Management Accountant (CMA) or Certified Public Accountant (CPA)
- Lean Six Sigma Green Belt or Black Belt
- PMI Agile Certified Practitioner (PMI-ACP)
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