Director, Portfolio Financial Management - Hybrid

Transamerica•Cedar Rapids, IA

2d•Hybrid

About The Position

Lead the planning, coordination, and delivery support for a portfolio of transformation and continuous improvement initiatives. Partner with program sponsors, technology teams, business leaders, and project/business adoption professionals to translate strategies into prioritized roadmaps, ensure delivery discipline, and improve portfolio performance through strong governance, reporting, and continuous improvement.

Requirements

Bachelor’s degree in business, economics, organizational design, or other relevant field; or equivalent experience
Ten years of portfolio management, program management, transformation, or continuous improvement experience in a similar environment or consulting/planning role
Experience with resource and demand planning (forecasting, capacity management, prioritization) and execution
Power BI (or equivalent) dashboard/report development experience; ability to translate data into actionable insights
Strong understanding of project/program management principles, methodologies, and tools
Working knowledge of federal and state employment laws (as applicable to people leadership and workforce practices)
Excellent oral/written communication, presentation, and facilitation skills—able to work effectively with employees at multiple organizational levels
Demonstrated ability to influence without authority and to manage multiple priorities in a fast-paced, changing environment
Commitment to high professional ethical standards and fostering an inclusive workplace
Proficient in MS Office Suite (Excel, PowerPoint, Word)

Nice To Haves

Professional certifications
Experience implementing portfolio governance standards, operating rhythms, and value tracking/benefits realization
Understanding of finance and accounting treatment
Proficiency with MS Excel

Responsibilities

Manage a portfolio of programs and initiatives by establishing structure, cadence, and governance to support on-time, on-scope execution and benefit realization.
Partner with leaders and sponsors to translate business strategies into actionable plans, sequencing recommendations, and portfolio roadmaps within assigned area(s) of responsibility.
Support medium- to long-range planning by contributing analysis, insights, and options to inform line of business and functional priorities.
Lead and coordinate cross-functional teams (matrixed) to deliver work programs and key milestones; remove blockers and drive decisions through appropriate governance forums.
Drive continuous improvement and innovation by identifying opportunities to improve portfolio processes, standards, and reporting; implement enhancements to strengthen delivery outcomes.
Oversee portfolio resourcing and demand planning for assigned initiatives; surface capacity constraints, tradeoffs, and recommendations to leadership.
Manage budget tracking and financial stewardship for assigned portfolio areas; monitor forecasts, variances, and value delivery, partnering with Finance and delivery leads as needed.
Ensure effective portfolio reporting by maintaining dashboards, executive summaries, and governance materials; provide clear insights on health, risks, dependencies, and outcomes.
Monitor and manage portfolio performance using defined metrics and controls; escalate issues and risks with recommended mitigations.
Maintain standards, policies, and procedures within the portfolio management discipline; translate policy into operational plans and support adoption across stakeholders.
Represent portfolio management in key internal working sessions and governance meetings; influence outcomes through data-driven recommendations and effective facilitation.
Stay current on relevant policy, compliance, and best practices to ensure programs align with applicable requirements and internal controls.
Create, manage and monitor all PS and S&I Cost Benefit Analysis (CBA’s), budgets and resources to ensure value for money and that services are delivered/commissioned within the available budget.
Ensure effective financial reporting within the wider governance and reporting requirements.
Monitor performance in relation to areas of responsibility and provide regular reports to senior managers, other stakeholders, and the wider professional network.
Work with colleagues to ensure that annual and medium-term plans are drawn up and linked to corporate priorities and local budgets, and that associated arrangements in place to monitor performance against plans.

Benefits

Compensation Benefits
Competitive Pay
Bonus for Eligible Employees
Benefits Package
Pension Plan
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs