Portfolio Director
Core
Oversees financial governance, planning, forecasting, budgeting, compliance, and executive reporting for the Federal Employee Program (FEP) technology portfolio.
Role type
Senior IC portfolio director (financial management)
Builds
Multi-million-dollar technology portfolio financial plans and governance frameworks
Domain
Technology + Financial Management
Deliverable
production ML models | dashboards & analysis | client delivery
Required skills
financial planning and forecasting, budget development and management, cost center management, vendor funding oversight, executive financial reporting, portfolio financial management, staffing governance, financial compliance, data analysis, financial technology utilization
Preferred skills
government-funded program support, enterprise financial systems (ServiceNow, Workday, SAP, Oracle), portfolio management and technology investment governance, PMO support, digital transformation, AI and automation in financial planning
Technologies
ServiceNow, Workday, SAP, Oracle, Power BI, Excel
Responsibilities
Lead development and management of annual and multi-year technology budgets; Maintain portfolio spend models, staffing forecasts, and financial projections; Analyze budget variances, forecast trends, and recommend corrective actions; Develop financial scenarios and cost models to support strategic investment decisions; Monitor actual spend against approved budgets and identify financial risks and opportunities; Manage financial evaluation of staffing requests and resource investments; Validate business justifications and quantify financial impact of hiring and contractor requests; Maintain workforce planning models and staffing forecasts; Partner with leadership on capacity planning, labor optimization, and funding decisions; Serve as financial lead for the FEP technology portfolio; Maintain portfolio-level financial dashboards and executive reporting; Track project funding, budget consumption, forecasts, and investment performance; Partner with portfolio management teams to ensure financial alignment of approved initiatives; Support monthly, quarterly, and annual portfolio review processes; Coordinate annual budget planning activities across multiple technology organizations; Facilitate collection, validation, and consolidation of departmental budget submissions; Manage cost center budgets and financial allocations; Ensure funding aligns with organizational priorities and strategic objectives; Support AIQ, DO Budget, and operating plan development processes; Develop and present Monthly Financial Reviews for senior leadership; Prepare executive presentations, dashboards, and financial analysis; Provide insights into financial performance, budget health, forecast accuracy, and investment outcomes; Deliver concise, data-driven recommendations to leadership teams; Ensure compliance with enterprise financial policies, funding requirements, and governance standards; Maintain audit-ready financial documentation and reporting processes; Support financial governance forums and executive review boards; Monitor adherence to approved funding allocations and budget controls; Partner with Finance, Audit, and Compliance teams to address findings and improve controls; Manage vendor funding line administration and budget alignment; Monitor contractor and supplier financial commitments; Coordinate funding adjustments and budget transfers; Support financial reviews of strategic technology vendor relationships; Leverage modern reporting and analytics platforms to improve financial transparency; Utilize AI, ServiceNow, Workday, Power BI, Excel, and financial systems for reporting, automation and analysis; Drive continuous improvement and automation of financial management processes; Apply AI-enabled analytics and forecasting techniques to improve financial planning accuracy
Seniority
Director, hands-on IC