Manager Portfolio Financials & Reporting
About The Position
In this role, you will manage financial tracking and reporting for the Caribbean Banking Project Portfolio and support annual planning for Application Development/In Segment budgets. Responsibilities include overseeing project record onboarding, maintenance, and closure; ensuring financial data accuracy throughout the project lifecycle; monitoring portfolio performance against targets; maintaining project minutes, artifacts, and data; reviewing change requests and project capitalization assessments; responding to IT project audits; and preparing Investment Review Board information decks and executive dashboards.
Requirements
- Bachelor's degree in Business Administration, Finance, Project Management, Computer Science, or related field; or equivalent professional experience
- 3+ years' experience in financial project portfolio management, project finance, or PMO coordination
- Proven experience with financial tracking, budgeting, and variance analysis
- Strong proficiency with Excel, financial reporting tools, and dashboarding platforms
- Experience supporting executive-level reporting and Investment Review Board processes
- Demonstrated knowledge of project management methodologies and PMO governance
Nice To Haves
- Experience in banking or financial services
- Familiarity with Agile project methodologies
- Experience with enterprise project management tools
Responsibilities
- Monitor and review Application Development/In Segment portfolio performance, ensuring projects maintain budget adherence, accurate financials (actuals/forecast), and correct status tracking (open, closed, cancelled, or on hold). Flag inconsistencies and variances immediately.
- Conduct monthly forecast analysis to identify financial variances and ensure delivery against plan.
- Monitor resource allocations and alert stakeholders if resources are not fully allocated.
- Provide required forecasts to the Personal Banking & Digital Technology team for the Caribbean Banking portfolio.
- Facilitate review and preparation of Investment Review Board (IRB) agendas; document actions and minutes.
- Present materials at the IRB and document minutes/actions
- Support IRB prioritization and planning sessions with information required.
- Support project audits and assessments, leading the technology evaluation components.
- Maintain accurate Application Development/In Segment spend/forecast/approved amounts in Planview book of records by preparing and uploading data extracts from IT system
- Prepare monthly portfolio dashboards (financials) and portfolio metrics.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
