Portfolio Governance & Workforce Strategy Lead
Core
Lead workforce planning, financial forecasting, portfolio prioritization, and executive reporting to align organizational capacity with strategic objectives.
Role type
Senior strategy and operations lead (portfolio governance)
Builds
Strategic investment decisions, resource allocation plans, and executive performance dashboards
Domain
Financial services / Corporate strategy
Deliverable
dashboards & analysis
Required skills
Portfolio management, Financial budgeting, Resource planning, PowerBI, Advanced Excel modeling
Preferred skills
AI tool usage (e.g., Claude Code), Graduate degree
Responsibilities
Lead workforce planning and capacity management, Support financial planning and forecasting, Facilitate portfolio prioritization and investment analysis, Define and monitor executive reporting and KPIs, Partner with leadership on strategic planning, Drive process improvement in governance and operations