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Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in portfolio management and financial oversight, with a strong focus on strategic planning, governance, and benefits realization. Proficient in utilizing advanced tools and methodologies to enhance portfolio visibility and efficiency while ensuring alignment across stakeholders.
Highest-signal resume keywords
Portfolio ManagementFinancial ManagementStrategic PlanningGovernanceForecasting
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Lead and support key portfolio management activities across the SLGI portfolio
- Own governance, financial oversight, strategic planning, prioritization, capacity management, benefits realization, portfolio health, and leadership reporting
- Lead portfolio financial management, including forecasting, actuals/variance analysis, cost allocation, capitalization/amortization, resource costing, benefits tracking, and reconciliation across Planview, Finance ledger, and forecasts
- Own the Investments Registry and govern alignment across the Registry, Planview Portfolios, AgilePlace, and ledger reporting
- Lead annual and quarterly portfolio planning, including intake, sequencing, capacity assessments, funding trade-offs, delivery constraints, dependencies, and prioritization recommendations
- Monitor portfolio health across scope, cost, benefits, timeline, risk, capacity, and strategic outcomes
- Challenge assumptions, align stakeholders, recommend a path forward, and drive issues through to resolution
- Lead portfolio governance and executive reporting, including decision materials, planning and leadership forums, trade-off discussions, action management, and escalations
- Drive continuous improvement across BPM’s operating model, processes, systems, and controls through automation, AI, dashboards, streamlined workflows, and consulting support on project impacts, risks, options, and future-state solutions
- Partner across Finance, Journey and Platform teams, delivery stakeholders, and senior leadership
- Assess business needs and translate them into business cases and future-state solutions
Requirements
What you’ll need- 3-5 years of experience in portfolio management, financial management, business operations, strategic planning, agile portfolio management, program management, or a related field
- 3-5 years of portfolio financial-management experience, including forecasting, actuals/variance analysis, reconciliation, cost allocation, capitalization/amortization, resource costing, scenario analysis, and benefits tracking
- Strong understanding of portfolio governance, planning, intake, prioritization, capacity, dependencies, risk management, benefits realization, and executive reporting
- Ability to interpret complex financial and operational information, challenge assumptions, identify root causes, develop recommendations, and drive resolution
- Excellent communication skills, with the ability to frame decisions, influence without authority, and build alignment across senior leaders and cross-functional teams
- Ability to operate independently in ambiguous environments, exercise sound judgment, and manage competing priorities, risks, and deadlines
- Expert Excel (advanced functions and pivot tables) and PowerPoint skills, with strong business acumen and a focus on data integrity, automation, and decision-making
- Experience with Planview Portfolios, AgilePlace, or comparable strategic portfolio and workflow-management platforms (preferred)
- Experience connecting strategy, financials, capacity, benefits, and execution across portfolio, Finance, reporting, and delivery tools (preferred)
- Experience within Investments, Asset Management, Financial Services (preferred)
- Experience preparing executive-governance recommendations and supporting benefits realization, business cases, portfolio health, and compliance (preferred)
- Experience with Power BI, automation, AI-enabled tools, or other technologies that improve portfolio visibility and efficiency (preferred)
- PMP, CPA, CFA, CBAP, SAFe are assets
- Some work outside regular office hours may be required to support critical timelines or deliverables
- Some travel may be required (between Toronto and Waterloo)
Benefits
Comp & perks- Hybrid work environment
- A friendly, collaborative, and inclusive culture
- 20 vacation days per year
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- The opportunity to move along a variety of career paths with amazing networking potential
- Access to our Global Learning Centre, available 24/7 for your learning needs
- Wellness programs that support the three pillars of your health – mental, physical and financial
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ForecastingVariance AnalysisCost AllocationCapitalizationAmortizationResource CostingBenefits TrackingScenario AnalysisPortfolio GovernanceRisk Management
Soft Skills
Excellent CommunicationInfluencing Without AuthorityIndependent OperationJudgmentManaging Competing Priorities
Tools & Technologies
Planview PortfoliosAgilePlacePower BIExcelPowerPointAutomationAI-Enabled Tools
Certifications & Qualifications
PMPCPACFACBAPSAFe
Industry Keywords
InvestmentsAsset ManagementFinancial ServicesPortfolio HealthCompliance