5-7 years of experience in portfolio governance or financial management
Strong analytical skills with a focus on data reconciliation and trend identification
Advanced proficiency in Excel for financial analysis and reporting
Expertise in PowerPoint for creating executive-level presentations
Experience in preparing budgets, forecasts, and variance analysis
Excellent written communication and storytelling skills
Familiarity with financial services or fraud prevention is preferred
Responsibilities
Coordinate reporting calendar and governance routines for the Fraud Technology portfolio
Consolidate project updates, risks, and decisions for portfolio health
Track leadership decisions and ensure accountability for action items
Prepare financial summaries and variance analyses for management
Monitor project status and escalate material issues as needed
Develop executive dashboards and presentations to convey portfolio insights
Support demand intake and annual planning for the portfolio roadmap
Benefits
Centralized oversight of the Fraud Technology portfolio
Opportunity to work with detailed data and executive-level insights
Engagement with senior leadership and decision-making processes
Focus on improving reporting processes and data quality
Potential for automation in reporting tasks
Full Job Description
Role description
We need a PMO with preferred Fraud Technology experience.
Location: Irving, TX
Portfolio Governance & Executive Reporting Lead
Fraud Technology
Role Summary
The Portfolio Governance & Executive Reporting Lead will provide centralized oversight and reporting for the Fraud Technology portfolio. The role will bring together project delivery, financial performance, resource information, risks, and accomplishments to provide leadership with a clear and reliable view of portfolio health.
This individual must be comfortable working with detailed data while also translating it into concise executive-level insights, presentations, and recommendations.
Key Responsibilities
Portfolio Governance and Reporting
Coordinate the reporting calendar and governance routines for the Fraud Technology portfolio.
Consolidate project updates, milestones, accomplishments, risks, dependencies, and decisions.
Maintain a consistent view of portfolio health and challenge incomplete, outdated, or unsupported information.
Track leadership decisions, action items, accountable owners, and completion dates through closure.
Financial Reporting and Forecasting
Consolidate budgets, forecasts, actual spending, resource plans, and known financial commitments.
Prepare financial summaries, variance analysis, and forward-looking projections.
Identify funding pressures, underspending, forecasting gaps, and other items requiring management attention.
Reconcile financial results with hiring plans, delivery progress, and project commitments.
Project Status and Risk Oversight
Monitor project status across the portfolio, with particular attention to initiatives requiring intervention.
Review recovery plans and track progress against agreed actions and milestones.
Analyze changes in portfolio health and identify recurring risks, delivery concerns, and cross-project dependencies.
Escalate material issues with clear impact, ownership, and recommended actions.
Executive Reporting and Analysis
Prepare executive dashboards, operating reviews, financial updates, and leadership presentations.
Convert detailed project and financial data into clear portfolio themes and management insights.
Develop concise narratives that explain what has changed, why it matters, and where leadership action is needed.
Ensure consistency across financial reports, project updates, dashboards, and executive presentations.
Workforce and Hiring Reporting
Maintain an accurate view of open positions, hiring stages, projected start dates, and staffing gaps.
Track employee and contractor hiring activity, including vendor candidate submissions.
Identify aging vacancies, process bottlenecks, and resource constraints that may affect delivery.
Connect workforce plans to financial forecasts and project requirements.
Portfolio Planning and Improvement
Support demand intake, prioritization, annual planning, and development of the portfolio roadmap.
Maintain visibility into new requests, approved work, deferred initiatives, and changes in scope.
Improve reporting templates, data quality controls, and management processes.
Identify opportunities to automate reporting and reduce manual data consolidation.
Required Skills and Experience
Experience in portfolio governance, financial management, executive reporting, program management, or a related discipline.
Strong analytical and numerical skills, including the ability to reconcile data and identify trends, gaps, and inconsistencies.
Advanced Excel skills, including financial analysis, data manipulation, formulas, pivot tables, and management reporting.
Advanced PowerPoint skills, with the ability to create clear and polished presentations for senior leadership.
