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Senior Associate – Strategic Portfolio Management
Fannie Mae. Perform budgeting, forecasting, variance analysis, financial reporting, and portfolio reporting .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, portfolio management, and strategic planning, with a strong focus on data integrity and reporting improvements. Proficient in collaborating across finance, technology, and business units to drive actionable insights and support executive decision-making.
Highest-signal resume keywords
Financial AnalysisPortfolio ManagementData GovernanceBusiness IntelligenceCross-Functional Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BudgetingForecastingVariance AnalysisData AnalysisScenario AnalysisTrend AnalysisRisk IdentificationStrategic ResearchPerformance BenchmarkingData Quality Validation
Soft Skills
Analytical SkillsProblem-SolvingCommunicationStakeholder ManagementCuriosity
Tools & Technologies
AnaplanApptioTargetprocessJiraPower BITableau
Industry Keywords
Enterprise PlanningPortfolio ManagementPMOFinancial ManagementExecutive Reporting
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Perform budgeting, forecasting, variance analysis, financial reporting, and portfolio reporting
- Develop portfolio and executive reporting combining financial, operational, initiative, and delivery data
- Analyze portfolio performance, trends, capacity utilization, Run vs. Change allocations, and initiative performance
- Identify risks and optimization opportunities
- Partner with Business Unit CFOs and business and technology stakeholders on enterprise planning, prioritization, and quarterly portfolio reviews
- Support data governance and reporting improvements by validating data quality across enterprise planning and portfolio management platforms
- Perform financial data integrity checks and summarize financial, operational, and portfolio data for enterprise reporting and decision-making
- Conduct strategic research, analysis, and benchmarking to improve enterprise portfolio management, governance, and planning capabilities
- Source and analyze data for scenario, attribution, what-if, and trend analysis and business driver identification
- Support executive planning and investment decisions
Requirements
What you’ll need- Minimum 2 years of experience analyzing financial, operational, or portfolio data to support business decisions
- Experience working with large datasets and translating analytical findings into actionable business recommendations
- Ability to collaborate across Finance, Technology, and Business organizations on cross-functional initiatives
- Strong analytical, problem-solving, communication, and stakeholder management skills
- Curiosity and adaptability in learning and responsibly applying new technologies, including artificial intelligence
- Bachelor degree or equivalent
- Experience supporting strategic planning, portfolio management, PMO, or enterprise transformation initiatives
- Experience coordinating cross-functional projects or strategic initiatives, including tracking milestones, risks, dependencies, and action items
- Experience with enterprise planning, portfolio management, or financial management platforms such as Anaplan, Apptio Targetprocess, Jira, or similar tools
- Experience with business intelligence and data visualization tools such as Power BI or Tableau
- Experience preparing executive presentations, briefing materials, and business recommendations for senior leadership
- Proximity within a reasonable commute to the designated office location is preferred unless the job is noted as open to remote
Benefits
Comp & perks- Flex work arrangement
- Fannie Mae incentive program eligibility
- Health benefits
- Life benefits
- Voluntary Lifestyle benefits
- Other benefits and perks supporting physical, mental, emotional, and financial well-being