Job Description

The Portfolio Operations Manager is primarily responsible for management of the day-to-day operation of components of the IRA portfolio/department under the direction of the Portfolio Director. These tasks may include management and reporting of staff and program/department performance, forecasting, reporting tracking and reporting of program/department metrics. The position is also responsible for establishing, execution, and reporting of all proactive quality assurance processes.

Job Duties:

• Leads day-to-day portfolio operations and directs cross-functional resources, subcontractors, and support functions to ensure effective execution across program priorities
• Drives achievement of portfolio and program operational goals through planning, coordination, and performance oversight
• Oversees core operational activities, including payment reviews, application intake, customer service support, and team scheduling
• Leads forecasting, tracking, invoicing, and reporting activities for programs and projects across the portfolio
• Provides oversight of weekly and monthly departmental and program reporting to support portfolio performance and decision-making
• Partners with program teams and internal stakeholders to identify and implement process improvements that enhance operational efficiency and customer/client satisfaction
• Manages financial, legal, budget, and compliance tracking activities related to contracts, amendments, proposals, and subcontracts across the portfolio
• Serves as a technical and operational resource to strengthen systems, processes, reporting capabilities, and portfolio-wide coordination
• Completes special projects, ad hoc analyses, and other duties as assigned in support of portfolio leadership
• Other duties as required

Supervisory Responsibilities:
• Manages operations subcontractors, as needed, to support portfolio execution
• Coordinates functional support resources to promote accountability and effective collaboration

Qualifications, Knowledge, Skills and Abilities:

Education:
• Bachelor’s degree in Business, Finance, or Engineering from an accredited college or university, required

Experience:
• Five (5) or more years of professional experience, required
• Minimum of three (3) years of progressive team leadership experience, including managing direct reports and coordinating team performance, required
• Prior operations experience with a strong understanding of energy efficiency or demand response program operations and processes, preferred

Certifications/Licensure:
• Project Management Professional (PMP), Certified Energy Manager (CEM), Business Energy Professional (BEP), BPI certifications, LEED credentials / LEED project certification experience, or comparable energy or project management credentials, preferred

Software:
• High level of proficiency in Microsoft Office (specifically Word, Excel, PowerPoint), required

Other Knowledge, Skills, & Abilities:
• Highly organized, detail-oriented skill set with ability to distill action items from multiple information sources quickly
• Proven ability to navigate and strengthen relationships within and between teams and groups
• Strong organizational and multitasking skills
• Superior attention to detail and ability to meet tight deadlines
• Strong analytical and problem-solving skills
• Ability to design and improve processes
• High level of integrity and discretion
• Ability to work effectively with minimal supervision
• Ability to communicate complex information clearly to diverse audiences
• Ability to travel as required by client/business needs
• Learns quickly and adapts to new technologies
• Possesses excellent verbal and written communication skills
• Self-starts and works well in a team environment

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $100,000 - $120,000
Maryland Range: $100,000 - $120,000
NYC/Long Island/Westchester Range: $100,000 - $120,000

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets
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