Role:
Portfolio
Excellence Lead

Location:
Deerfield
Beach, FL (Hybrid 3/2)

Duration:
6+
Months

Role Level:
Senior Coordinator /
Lead-level individual contributor

Team / Function:
JMFE Business Unit
under IT Delivery leadership

Primary Purpose:
Provide portfolio
analytics, financial insights, visualization, automation, and process
improvement support for leadership decision-making.

Not a Manager Role:
This role
does not own program or project oversight, manage project managers, or make
portfolio governance decisions.

Role Distinction:
Complements the
Portfolio Coordinator by focusing on analysis, dashboards, apps, automation,
and continuous improvement rather than routine meeting facilitation or status
administration.

Position Summary:

·
The Portfolio
Excellence & Insights Lead will serve as a senior individual contributor
and strategic support partner to JMFE Business Unit leadership by providing
portfolio analytics, financial insights, data visualization, automation, and
continuous improvement recommendations. This role helps leadership understand
portfolio trends, financial performance, resource patterns, process
opportunities, and future direction through data-driven insights and clear
executive storytelling.

·
This position is not
intended to perform formal oversight of programs, projects, or project
managers. Instead, the role focuses on transforming portfolio, financial,
delivery, and resource data into meaningful insights, dashboards, applications,
and automated reporting capabilities that improve portfolio transparency,
reduce manual effort, and support better decision-making.

·
The ideal candidate
combines strong knowledge of project portfolio management and financial
concepts with hands-on analytical, visualization, technical, and process
improvement capabilities. This person should be comfortable working across data
sources, identifying improvement opportunities, building visual tools, and
using AI-enabled capabilities to modernize how portfolio information is
analyzed, presented, and acted upon.

How this role should be positioned:

•
Lead-level individual contributor with strong analytical and technical
depth.

•
Strategic support role that informs portfolio decisions but does not own
portfolio governance authority.

•
Focused on insights, dashboards, apps, automation, process improvement,
and executive storytelling.

•
Complementary to the Portfolio Coordinator, who may continue supporting
routine coordination, status logistics, meeting facilitation, and
administrative follow-up.

Key
Responsibilities:

Portfolio Analytics
& Insights

·
Analyze
portfolio performance, delivery trends, financial metrics, resource data,
risks, dependencies, and initiative-level information across JMFE Business Unit
programs and projects.

·
Develop
portfolio-level insights and recommendations that support leadership planning,
prioritization, investment conversations, and continuous improvement efforts.

·
Identify
patterns, trends, gaps, and opportunities across the portfolio using historical
and current data.

·
Support
leadership in understanding the overall health, direction, and performance of
the portfolio through data-driven reporting and analysis.

·
Help
connect portfolio activity to business outcomes, value realization, financial
performance, and resource capacity considerations.

Financial Analysis
& Planning Support

·
Analyze
portfolio budgets, forecasts, actual spend, investment categories,
resource-related financials, and variance trends.

·
Develop
financial reporting views and visualizations that improve transparency and make
financial performance easier to understand.

·
Identify
financial risks, variances, funding shifts, burn-rate concerns, and
optimization opportunities for leadership consideration.

·
Support
planning conversations by providing financial and analytical insights that help
leaders evaluate tradeoffs, constraints, and investment direction.

·
Partner
with IT finance, project, and portfolio stakeholders to improve consistency and
reliability of financial reporting inputs.

Dashboard
Development, Visualization & Apps

·
Design,
build, enhance, or lead the creation of dashboards, BU IT specific scorecards,
self-service reporting views, and visual management tools for portfolio
performance, financials, resources, capacity, delivery health, and trends.

·
Build
or support low-code/no-code applications that make portfolio information easier
to capture, access, analyze, or present.

·
Use
tools such as Power BI, Power Apps, Power Automate, Microsoft Fabric, Copilot,
Claude, Excel, AI-enabled analytics platforms, or similar technologies to
improve portfolio visibility.

·
Create
intuitive visual stories that help leaders quickly understand what is happening
in the portfolio, why it matters, and where action may be needed.

·
Consolidate
information from multiple sources, such as project management platforms,
financial tools, Azure DevOps, ServiceNow, spreadsheets, and enterprise
reporting systems, into user-friendly visual products.

AI, Automation
& Process Improvement

·
Identify
manual, repetitive, fragmented, or inefficient portfolio processes that can be
improved through automation, AI, apps, data integration, or redesigned
workflows.

·
Implement
or partner with technical teams to implement automation solutions that
streamline reporting, analysis, forecasting, intake, prioritization support,
resource visibility, and portfolio health monitoring.

·
Apply
AI-enabled capabilities to accelerate analysis, detect trends, summarize
information, generate insights, and reduce manual reporting effort.

·
Recommend
and implement practical process improvements that increase consistency,
efficiency, transparency, and data quality across portfolio management
practices.

·
Develop
reusable templates, metrics, reporting standards, and best practices that
improve how portfolio work is measured, analyzed, and communicated.

Resource, Capacity
& Trend Analysis

·
Analyze
resource capacity, demand, allocation, skill needs, utilization trends, and
constraints across the portfolio to support leadership visibility.

·
Create
views and models that help leaders understand current and future resource
implications based on portfolio demand and priorities.

·
Identify
emerging capacity risks or skill gaps and provide data-supported
recommendations for leadership review.

·
Support
workforce and portfolio planning conversations by highlighting resource trends,
constraints, and potential scenarios.

Executive
Storytelling & Decision Support

·
Translate
complex portfolio, financial, resource, and delivery data into clear executive
narratives, visuals, and recommendations.

·
Prepare
leadership-ready materials that communicate portfolio health, financial
position, delivery trends, strategic risks, process gaps, and decision points.

·
Tell
the story of where the portfolio has been, where it is headed, and what trends
or opportunities leadership should consider.

·
Help
leadership evaluate portfolio direction by incorporating data analysis,
industry trends, delivery patterns, value realization, and operational
insights.

Requirements:

Portfolio &
Business Knowledge

·
Strong
understanding of project portfolio management concepts, program and project
delivery lifecycles, portfolio health metrics, value realization,
prioritization support, and delivery performance reporting.

·
Ability
to provide portfolio-level analysis and insight without requiring formal
ownership of program or project execution.

·
Understanding
of how portfolio decisions are influenced by financials, resource capacity,
business priorities, risks, and delivery constraints.

Financial &
Analytical Capability

·
Demonstrated
experience working with budgets, forecasts, actuals, variance analysis,
investment tracking, or resource-related financials.

·
Ability
to analyze complex data sets, identify trends, and translate results into
understandable insights and recommendations.

·
Comfortable
preparing financial and portfolio insights for senior leaders and
cross-functional stakeholders.

Visualization,
Dashboarding & Technical Skills

·
Hands-on
experience creating dashboards, reports, visualizations, scorecards, or
self-service reporting products using Power BI, Excel, Power Platform,
Microsoft Fabric, or similar tools.

·
Experience
building or supporting apps, workflows, or automation solutions using
low-code/no-code platforms such as Power Apps or Power Automate is strongly
preferred.

·
Ability
to translate business questions into data requirements, metrics, visual
designs, dashboards, and actionable insights.

·
Experience
using AI-enabled tools to improve analysis, reporting, automation,
summarization, and insight generation is preferred.

·
Ability
to work with data from multiple systems and partner with technical teams to
improve data integration, quality, and usability.

Process Improvement
& Innovation

·
Proven
ability to identify process gaps and implement improvements that reduce manual
effort, improve accuracy, and create scalable practices.

·
Strong
continuous improvement mindset with curiosity for new tools, AI capabilities,
automation opportunities, and innovative portfolio management practices.

·
Ability
to document, standardize, and improve processes in a way that is practical,
repeatable, and easy for stakeholders to adopt.

Communication &
Collaboration

·
Strong
executive communication and storytelling skills, with the ability to simplify
complex information for multiple audiences.

·
Ability
to collaborate effectively with portfolio coordinators, project managers,
program managers, finance partners, data teams, technology teams, and
leadership.

·
Strong
attention to detail, problem-solving skills, and ability to work independently
in a fast-paced, evolving environment.

Experience:

·
5-8+
years of experience in portfolio coordination, PMO, portfolio analysis,
business operations, technology delivery support, financial analysis,
reporting, analytics, process improvement, or a related discipline.

·
Experience
supporting portfolio planning, financial reporting, resource analysis,
governance reporting, or executive decision-support activities.

·
Proven
experience creating dashboards, scorecards, visual reports, leadership
presentations, or analytics products that improve decision-making.

·
Experience
analyzing project, portfolio, financial, resource, or operational data and
translating findings into clear recommendations.

·
Experience
identifying and implementing process improvements, reporting automation,
workflow optimization, or business transformation opportunities.

·
Experience
with tools such as Power BI, Power Apps, Power Automate, Microsoft Fabric,
Copilot, Azure DevOps, ServiceNow PPM, Excel, or comparable reporting and
automation platforms is preferred.

·
Experience
in technology, agile, product, PMO, or enterprise delivery environments is
preferred.

Preferred
Qualifications:

·
Bachelor’s
degree in Business
,
Finance, Information Systems, Analytics, Technology, or a related field
preferred.

·
Certifications
such as PMP, PMI-PBA, SAFe, Lean Six Sigma, Agile, Power BI, Power Platform, or
related analytics and process improvement credentials are preferred.

·
Experience
with PMO modernization, portfolio reporting transformation, or data-driven
operating model improvements.

·
Demonstrated
ability to evaluate industry trends and translate them into practical
improvements for portfolio reporting, analytics, automation, and decision
support.

Ideal Candidate
Profile:

·
A
senior coordinator or lead-level individual contributor who can operate with
strategic awareness and strong execution discipline.

·
Analytical,
data-driven, and technically curious, with the ability to build dashboards,
apps, automated workflows, and visual stories.

·
Strong
understanding of portfolio and financial concepts without needing formal
management authority over programs or project teams.

·
Comfortable
working with ambiguity, fragmented data, and evolving processes.

·
Passionate
about using AI, automation, and visualization to make portfolio management more
efficient, transparent, and insightful.

·
Collaborative
and service-oriented, able to partner with the Portfolio Coordinator and other
stakeholders without duplicating routine coordination responsibilities.

Scope Boundaries:

This
role should focus on:

This
role should generally not own:

•
Portfolio analytics and trend identification

•
Financial insights and executive reporting
support

•
Dashboards, apps, visualizations, and
self-service reporting

•
AI-enabled analysis, automation, and process
improvement

•
Resource, capacity, and portfolio scenario
analysis

•
Executive storytelling and decision-support
materials

•
Formal program or project oversight authority

•
Management of project managers or program
managers

•
Ownership of portfolio governance decisions

•
Routine status meeting facilitation

•
Day-to-day coordinator responsibilities already
owned by the Portfolio Coordinator