Portfolio Strategy & Financial Governance Lead

Salesforce • San Francisco, CA

6d • Hybrid

About The Position

As a Portfolio Strategy & Financial Governance Lead (IC), you will serve as the operational backbone of the EDD Pillar — owning the systems, processes, and insights that enable DET leadership to make faster, smarter, and more strategic decisions. You will lead portfolio strategy and governance, drive financial and capacity planning, manage intake workflows, and deliver executive-ready reporting. Working cross-functionally with Finance, Workforce Planning, and Pillar leaders, you will ensure investments are aligned, risks are surfaced early, and portfolio data is trusted as the single source of truth across DET. This role demands a blend of strategic thinking, operational rigor, financial acumen, executive presence, cross-functional collaboration, structured problem-solving, and data storytelling — all applied toward a clear set of outcomes: portfolio data that is accurate, aligned, and trusted as the single source of truth across DET; real-time leadership visibility into investment allocation, capacity, and trade-offs; intake and governance processes that are structured, scalable, and consistently adopted; capacity and financial planning seamlessly integrated with strategic prioritization; and portfolio governance that directly drives measurable, outcomes-oriented results. Lead the development and execution of DET's annual and quarterly portfolio plans Serve as a strategic partner to Pillar and Sub-Pillar leaders, aligning investments to enterprise initiatives Own and evolve the EDD and DET Source of Truth (SOT), ensuring data integrity and accessibility Define and enforce project naming conventions, classification standards, and governance frameworks Drive MoSCoW prioritization exercises, scenario planning, and trade-off analysis

Requirements

• Bachelor's degree in Business, Finance, Operations, or a related field and/or equivalent work experience
• 7–10+ years of experience in one or more of the following: Strategy & Operations Portfolio or Program Management Business Operations Management Consulting Finance or Enterprise Planning
• Advanced analytical skills (Excel / Google Sheets; experience with BI tools a plus)
• Proven ability to influence and align senior cross-functional stakeholders
• Track record of operating independently in ambiguous, fast-moving environments
• Exceptional executive-level written and verbal communication skills

Nice To Haves

• Experience in technology portfolio management or enterprise IT environments
• Deep familiarity with capacity planning, financial modeling, and headcount governance
• Experience with Salesforce internal tooling (Workday, MFT, DET Time Tracker, etc.)
• Background in management consulting or corporate strategy

Responsibilities

• Financial & Capacity Management Lead partnership with Finance and Workforce Planning to align: External budget allocations Internal FTE capacity planning Approved vs. below-the-line initiative decisions Own portfolio health reporting, including: Investment distribution across pillars Capacity utilization trends Budget variance analysis Initiative performance tracking
• Intake & Change Management Own and continuously improve portfolio intake workflows end-to-end Evaluate and advise on impact of new requests across budget, headcount, and strategic prioritization Lead governance of project name changes, scope shifts, and reclassifications Drive standardization across documentation, trackers, and reporting tools
• Executive Reporting & Insights Develop and deliver executive-ready materials and strategic insights for: Monthly Portfolio Manager meetings Quarterly planning cycles DET leadership reviews and board-level updates Translate complex portfolio data into clear, actionable recommendations Proactively surface risks, dependencies, and cross-pillar trade-offs

Benefits

• Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees