Portfolio Excellence & Insights Lead

The Portfolio Excellence & Insights Lead will serve as a senior individual contributor and strategic support partner to our clients 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. This is a 6-12 month contract that requires to work hybrid onsite 3x/week., 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.