Portfolio Manager
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What you'll do
- Develop and deliver executive-level presentations to communicate portfolio status, financial performance, risks, strategy and recommendations to business stakeholders.
- Lead portfolio governance activities to ensure projects, programs, and investments align with business and organizational priorities.
- Oversee and facilitate ongoing collaboration with project and portfolio managers for effective reporting and delivery.
- Manage resource allocation, risk mitigation, and stakeholder communication across multiple projects.
- Ensure accurate tracking and reporting of portfolio and department financials including annual budget and monthly forecast processes.
- Oversee vendor financial performance, support invoice, contract and expenditure review processes.
- Define, monitor and report Key Performance Indicators (KPIs) to evaluate project success and overall portfolio health.
- Recruit, onboard, and mentor project management talent to support organizational growth.
- Establish and promote portfolio management best practices, governance standards, reporting frameworks and continuous improvement strategies.
What they're looking for
- Bachelor’s degree in business, Finance, Information Technology, Project Management, or a related field, or equivalent work experience.
- Minimum 5 years of experience in Portfolio Management, Program Management, Project Management, or a related discipline.
- Demonstrated experience managing portfolio financials, departmental budgets, annual planning cycles, forecasting activities and financial reporting processes.
- Strong understanding of financial concepts including budgeting, forecasting, variance analysis, cost management, vendor expenditures, and Profit and Loss (P&L) reporting.
- Strong conceptual knowledge and problem-solving abilities in project/portfolio management.
- Proven experience leading complex initiatives independently.
- Expertise in vendor management and cross-functional collaboration within complex organizational environment.
- Excellent verbal and written communication skills; ability to translate complex technical concepts to non-technical stakeholders.
- Strong coaching, consulting capabilities with experience managing escalated issues and guiding teams through resolution.
- Proficiency with project management tools and reporting dashboards (e.g., Microsoft Project, Power BI, etc.).
- Experience with Service Now Portfolio and Project Management or similar portfolio management platforms.
- Experience using NetSuite or similar financial management systems.
Nice to have
- Professional certifications like PMP, PgMP, PMI_PBA, PMI-PMOCP or SAFe are preferred.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
JM Family Enterprises is seeking a Portfolio Manager who will provide strategic oversight of portfolios while serving as a key partner in portfolio management, budgeting, forecasting and executive reporting. This role is responsible for ensuring alignment between project investments, organizational priorities and financial objectives.
They will be working closely with technology leadership, finance teams, project managers and business stakeholders. Portfolio Manager drives portfolio governance, financial transparency, risk management, and strategic decision-making process across a complex technology portfolio.
Responsibilities:
Develop and deliver executive-level presentations to communicate portfolio status, financial performance, risks, strategy and recommendations to business stakeholders.
Lead portfolio governance activities to ensure projects, programs, and investments align with business and organizational priorities.
Oversee and facilitate ongoing collaboration with project and portfolio managers for effective reporting and delivery.
Manage resource allocation, risk mitigation, and stakeholder communication across multiple projects.
Ensure accurate tracking and reporting of portfolio and department financials including annual budget and monthly forecast processes.
Oversee vendor financial performance, support invoice, contract and expenditure review processes.
Define, monitor and report Key Performance Indicators (KPIs) to evaluate project success and overall portfolio health.
Recruit, onboard, and mentor project management talent to support organizational growth.
Establish and promote portfolio management best practices, governance standards, reporting frameworks and continuous improvement strategies.
Qualifications:
Bachelor’s degree in business, Finance, Information Technology, Project Management, or a related field, or equivalent work experience.
Minimum 5 years of experience in Portfolio Management, Program Management, Project Management, or a related discipline.
Demonstrated experience managing portfolio financials, departmental budgets, annual planning cycles, forecasting activities and financial reporting processes.
Strong understanding of financial concepts including budgeting, forecasting, variance analysis, cost management, vendor expenditures, and Profit and Loss (P&L) reporting.
Strong conceptual knowledge and problem-solving abilities in project/portfolio management.
Proven experience leading complex initiatives independently.
Expertise in vendor management and cross-functional collaboration within complex organizational environment.
Excellent verbal and written communication skills; ability to translate complex technical concepts to non-technical stakeholders.
Strong coaching, consulting capabilities with experience managing escalated issues and guiding teams through resolution.
Proficiency with project management tools and reporting dashboards (e.g., Microsoft Project, Power BI, etc.).
Experience with Service Now Portfolio and Project Management or similar portfolio management platforms.
Experience using Net Suite or similar financial management systems.
Professional certifications like PMP, PgMP, PMI_PBA, PMI-PMOCP or SAFe are preferred.
This job description may not be inclusive of all assigned duties, responsibilities, or aspects of the job described, and may be amended at any time at the sole discretion of JM Family. All work arrangements are subject to associate performance, business need and manager discretion, and may be revised as necessary.
JM FAMILY IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER
JM Family Enterprises, Inc. is an Equal Employment Opportunity employer. We are committed to recruiting, hiring, retaining, and promoting qualified associates without regard any characteristic protected by law – whether actual or perceived – including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity gender expression, sexual orientation, marital status, military service, veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, provincial, or local law.
DISABILITY ACCOMMODATIONS
If you have a disability and require a reasonable accommodation to complete the job application process, please contact JM Family’s Talent Acquisition department at talentacquisition@jmfamily.com for assistance. If you have an accommodation request for one of our recruiting events, please notify us at least 72 hours prior so that we may provide assistance.
Company
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