Portfolio Planner Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the portfolio planner job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

  • Craft your perfect resume by picking job responsibilities written by professional recruiters

  • Pick from the thousands of curated job responsibilities used by the leading companies

  • Tailor your resume by selecting wording that best fits for each job you apply

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JW
J Wyman
Jensen
Wyman
626 Fadel Club
Dallas
TX
626 Fadel Club
Dallas
TX
Experience Experience
06/2016 – present
Philadelphia, PA
IS Project Portfolio Planner
Philadelphia, PA
IS Project Portfolio Planner
06/2016 – present
Philadelphia, PA
IS Project Portfolio Planner
06/2016 – present
  • Technical background in working with Project Portfolio Management (PPM) and resource management systems
  • Drive improvement actions or escalations towards major stakeholders, e.g. Sponsors, Project Managers and Project Management Organization
  • Develop portfolio plans based on incoming projects request
  • PMP or PRINCE2 certification or equivalent
  • Ensure periodical IS project portfolio reporting towards key portfolio stakeholders
  • Coordinate IS project budgeting during budgeting period
  • Support controlling of IS projects; drive actions & decisions where cost variances appear
05/2009 – 12/2015
Dallas, TX
IT Portfolio Planner
Dallas, TX
IT Portfolio Planner
05/2009 – 12/2015
Dallas, TX
IT Portfolio Planner
05/2009 – 12/2015
  • Analyzes, interprets and evaluates complex resource, project and financial information and arrives at logical conclusions and recommendations that allow for fact based critical decisions
  • Develops and leverages a broad network of external consultants, peer company contacts, software vendors and internal ITS teams to understand best practices and bring innovative strategies to IT
  • Continuously adapts methods and tools for effective use, consulting colleagues as necessary and applying continuous improvement methodology
  • Taking the output of the GPB planning process and building a high level portfolio plan utilising past BTS project data
  • Taking the output of the SLT capital planning process and building a more detailed portfolio schedule
  • Working with the BTS project managers and senior managers to turn the portfolio schedule into pod specific yearly forecasts
  • Working with finance to track the BTS labour plan against the finance P & L view throughout the year and report deviation from plan and recommend corrective action
06/2006 – 02/2009
New York, NY
Portfolio Planner
New York, NY
Portfolio Planner
06/2006 – 02/2009
New York, NY
Portfolio Planner
06/2006 – 02/2009
  • Manages complex data and business analyses to develop business plans and make recommendations
  • Contributes to priority projects with complex analyses and assists in developing recommendations
  • Makes significant contributions to planning process improvements
  • Works closely with business leaders to develop business plans based on historical and forecasted data and reports
  • Provides the overall leadership for portfolio planning and operations
  • Works with cross-functional teams across the entire span of business planning activities
  • Develops go-forward business plan recommendations based on potential risks and returns
Education Education
Bachelor’s Degree in Computer Science
Bachelor’s Degree in Computer Science
Towson University
Bachelor’s Degree in Computer Science
Skills Skills
  • Highly Proficient in Primavera P6 and Microsoft Project with the ability to interpret the data
  • Ability to work in a highly dynamic environment and effectively deal with uncertainty
  • High proficiency in Microsoft Office applications to coding levelKnowledge and experience of database systems
  • Strong business acumen and technical knowledge within area of responsibility
  • Extensive knowledge of Excel, Access, statistical analysis, and financial modeling
  • Excellent analytical thinking, technical analysis, and data manipulation skills
  • Understanding of UK context and good practices
  • Very strong verbal and written communication skills
  • Strong project management skills
  • Positive, highly motivated, and driven attitude
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1

Enterprise Portfolio Planner Resume Examples & Samples

  • Responsible for facilitating the alignment of technology portfolios to achieve business priorities
  • Managing the integrity of process and data needs of the organization
  • Facilitate and manage meetings and discussions to proactively move portfolio decisions to maximize outcomes that align to strategic direction
  • Develop and manage results measurement processes to validate success and improve decision making behaviors
  • Proactively identify and manage trends across the portfolio and communicate impact to business imperatives
  • Build cross-functional relationships to understand details and dependencies of business and technology strategies and resulting key initiatives
  • Manage the ongoing communication of enterprise portfolio to all stakeholders including business, technology executive audiences
  • Collaborate with Internal Audit and Finance teams on planning,monitoring and reviewing enterprise portfolio
  • Anticipate and manage future needs for enterprise technology portfolioto support business change
  • Administer strategy and portfolio functions with a third-party portfolio management application and leverageprocess and application to support stakeholders
  • Define Enterprise Portfolio Management solution, reporting and process requirements
  • Accountable for defining requirements for the third-party PPM solution
  • Requires Bachelor’s Degree or equivalent in related discipline (Business,Computer Science, and Finance)
  • 8+ years of experience in related field of project/ program management, product management, technology, budget owner and/ or technology financial management
  • Master’s in Business Administration or Technology a plus, notrequired
  • Demonstrated critical thinking, problem solving, and presentation skills
  • Demonstrated ability to manage detailed and complex information ina rapidly changing environment
  • Demonstrated excellence in cross-functional relationship building skills
  • Excellent organizational skills, sound judgment, self-starter, collaborative and team oriented
  • Prior experience with an Enterprise Portfolio Planning tool /system preferred
2

Consumer Mobility Senior Portfolio Planner Resume Examples & Samples

  • Develop and maintain a relevant and competitive portfolio strategy
  • Define a competitive strategy based on our available assets and opportunities
  • Work closely with our insight groups to understand the consumer trends, needs and value pockets. Take the lead in defining the segments where we can bring value
  • Work closely with our technology teams to assess how best to turn our current and future technology assets into value for our consumers and our business
  • Work on strategies for both hardware, software, UX, cloud services, and everything around our products and combine these into a coherent strategy for our portfolio and products
  • Develop a deep understanding of our competitors’ products and capabilities and formulate a strategy – both on a portfolio and product level – on how we will be better at delivering value to our target consumers than our competitors; how we will win
  • Define products and product families based on the above
  • Ensure the portfolio and the individual products meet the strategic and financial targets
  • Define and implementing directions and guidelines for features and specs across product ranges from UX and core features to sales boxes and chargers
  • Engage in close dialogue with a broad range of stakeholders ranging from our strategy functions over finance and R&D to our sales regions
  • Ensure that the portfolio execution is optimizing the HP value chain and capabilities
  • You are comfortable and have documented experience working with developing consumer value offerings based on insights and needs analysis
  • You have a deep understanding working with mobile products based on years of experience
  • You are comfortable working with technical experts and can translate the strategic and market drivers into technical directions
  • You are able to work in high-complexity environments and can demonstrate both abstract and strategic thinking as well as an understanding of the operational consequences there-of
  • You have a strong and appealing personality and are a strong communicator who is comfortable addressing stakeholders both at a senior executive level and the teams carrying out the daily operational tasks
  • You have strong leadership skills and years of experience managing and leading people and teams both as solid line managers and in project teams
  • You are used to working in an international environment engaging with people across geographies and time-zones and can plan the work thereafter
  • You are an engaging and convincing story-teller
  • You hold a business or engineering degree as well as an MBA
  • 10 years in product marketing fundamentals
  • Minimum 1 year work experience in a general marketing function beyond Product Marketing
3

Portfolio Planner Resume Examples & Samples

  • Provides support on the deliverables related to the planning cycles
  • Provides the overall leadership for portfolio planning and operations
  • Optimize the project investments in HP IT across all regions
  • Provides planning leadership in the broader HP IT planning community
  • Makes significant contributions to planning process improvements
  • Leadership in the definition and implementation of new agile portfolio planning processes
  • Ensure business value of projects is captured
  • Ensures effective utilization of resources on projects
  • Develops go-forward business plan recommendations based on potential risks and returns
  • Typically 6-10 years work experience in strategy, planning, operations, finance, or related functional area
  • Bachelor's or undergraduate degree in Computer Science, Information Systems, Business or equivalent experience
  • Masters degree (e.g., MBA) and PMP certification a plus
  • PMO planning and operations experience
  • Understanding of the project management role and processes
  • Successful experience in communicating with internal and external stakeholders
  • Ability to work in a highly dynamic environment and effectively deal with uncertainty
  • Positive, highly motivated, and driven attitude
4

IT Portfolio Planner Resume Examples & Samples

  • Drive the resource management process to provide an extended view of resource demand ensuring the efficient planning and sourcing of all IT work. Interacts with Team Leaders and IT leadership to enable managers to move resources to the highest value work
  • Analyzes, interprets and evaluates complex resource, project and financial information and arrives at logical conclusions and recommendations that allow for fact based critical decisions
  • Establishes effective customer relationships by building user-friendly resource management tools and processes that enable resource managers to effective execute their job
  • Develops and leverages a broad network of external consultants, peer company contacts, software vendors and internal ITS teams to understand best practices and bring innovative strategies to IT
  • Continuously adapts methods and tools for effective use, consulting colleagues as necessary and applying continuous improvement methodology
  • Bachelor’s degree in relevant field or equivalent experience
  • 7+ years of proven and progressive experience in IT
  • Global exposure in a multi-national company is an asset
  • Strong business judgment, strategic thinking, problem-solving and analytical skills
  • Awareness of how the IT function can drive business results
  • Demonstrated track record of success in building trust with leaders and IT stakeholders
  • Ability to monitor portfolio performance and act quickly to address any issues that negatively impact its delivery
  • Ability to develop and deploy strategies
  • Ability to translate complex topics into easy to understand concepts
  • Exceptional ability to influence without authority
  • Strong knowledge of MS Office, particularly EXCEL. Clarity and SharePoint knowledge is a plus
  • Experience managing IT projects is considered an asset but not required
  • LI-Post
5

IS Project Portfolio Planner Resume Examples & Samples

  • Have a broad experience in Portfolio Management & planning
  • Have a strong knowledge of financial planning and budgeting of IS projects
  • Have very good skills in communication, negotiation, solving complex problems and conflict resolution
6

IT Portfolio Planner Resume Examples & Samples

  • Taking the output of the GPB planning process and building a high level portfolio plan utilising past BTS project data
  • Taking the output of the SLT capital planning process and building a more detailed portfolio schedule
  • Working with the BTS project managers and senior managers to turn the portfolio schedule into pod specific yearly forecasts
  • Working with finance to track the BTS labour plan against the finance P & L view throughout the year and report deviation from plan and recommend corrective action
  • Make recommendations as to BTS labour force structural issues to BTS senior management
  • Maintain an up to date view of the BTS labour pool
  • Assist the GM, IT Delivery to maintain an up to date view of BTS team profiles and skills
  • Extensive Excel experience
  • Proven experience in project management
  • Demonstrated experience juggling multiple conflicting priorities to ensure best possible delivery outcome
  • Problem Solving Ability
  • Thrives when under pressure
  • Excellent communication skills – written and verbal
  • System Development Lifecycle – experience identifying and introducing process improvements
  • Able to present to senior management with ease and confidence
  • Career progression opportunities
  • To join an innovative and collaborative culture
  • The chance to work within a sociable and supportive team
  • Fast paced environment with access to senior management
7

Regional Portfolio Planner Resume Examples & Samples

  • Evaluate student access to high-quality educational program and/or school options and the availability of sufficient high-quality seats to serve community needs within a given region of the City
  • Develop a short and long-term portfolio planning strategy for a specific region within CPS
  • Measure the implementation and effectiveness of the short- and long-term portfolio strategy
  • Monitor district progress towards implementing the strategic school portfolio plan
  • Hold open community meetings and hearings related to the plans
  • Coordinate and collaborate with other Regional Portfolio Planners to share learning and best practices, as well as align benchmarks and thresholds for school performance, utilization, etc
  • Develop an overall district portfolio plan based on regional needs and capacity
  • Coordinate with local leaders and Office of Family and Community Engagement to better understand needs of local community
  • Develop region-specific plans that align our offerings and our capital investments
  • Build key influential partnerships to enable the implementation of the strategic plan inclusive of internal and external stakeholders
  • Manage other complex, multi-functional, and high profile, strategic initiatives fundamental to the district’s strategy and goals
  • Manage implementation of district portfolio plan at a regional level, working to implement school action process, school implementation decisions, facilities renovation; and
  • Other related duties, as necessary
  • Strong analytical skills, a high degree of intellectual curiosity, and the ability to engage with other senior leaders in addressing complex issues
  • Familiarity with school performance measurement, new school models and new school creation, and school choice and enrollment activities
  • Ability to quickly develop strong professional and inter-personal relationships with integrity
  • Proven track record managing large-scale, medium and high complexity programs and projects
  • Ability to manage multiple competing priorities in a large organization
  • Able to meet challenges head on and comfortable dealing with unexpected situations and uncertainty
  • Unfailingly trustworthy, collaborative, and professional in all situations
  • Positive spirit, energetic, fun to work with, with a deep personal connection to the value of public education
  • Experience with project planning, critical path identification, risk and issue management
  • Ability to drive consensus with small and large groups with participants from all levels of the organization
  • Able to inspire action among a diverse population, with multiple perspectives, without direct authority
  • Experience and comfort with presenting in front large groups of highly passionate and vocal community members, who may seek to disrupt presentations
8

Portfolio Planner Resume Examples & Samples

  • Support development of relationships with all relevant Amec Foster Wheeler, client and supporting stakeholders
  • Promote a safety culture which ensures the delivery of safety objectives and the safety of all Amec Foster Wheeler personnel
  • Minimum two years relevant experience in in planning within an Oil & Gas environment
  • Knowledge and experience in commercial requirements and practices with planning and scheduling of activities, cost estimation, budgeting and cost control for all aspects of Engineering, Procurement, Construction and Commissioning of major oil / gas plants
  • You must have handled and have experience in FEED Engineer / EPC Contractors for their planning packages and costing activities
  • Understanding of UK context and good practices
  • Highly Proficient in Primavera P6 and Microsoft Project with the ability to interpret the data
  • Capacity to manipulate and format large amounts of data and present this in concise reports
  • High proficiency in Microsoft Office applications to coding levelKnowledge and experience of database systems
  • SAP Experience
  • * Must have Proof of Right to Work within the European Union **
9

Finance Project & Portfolio Planner Resume Examples & Samples

  • Leads and provides expertise to project teams during the implementation of a system solution
  • Troubleshoots independently, quickly finding the root cause of issues
  • Leads and provides expertise to functional project teams and leads cross-functional initiatives
  • Partners with internal customers, examining moderately to highly complex issues or concerns to find a solution
  • Uses expert subject matter knowledge and research to identify and develop the business potential of a given project
  • Solves most problems independently and articulates issues across functions and businesses, collaborating with other individuals contributors, sometimes outside of the job family, to bring about solutions
  • Identifies and implements process improvement
  • Mentors and trains lower level employees
  • First level university degree with a focus in finance or computer science; advanced degree preferred
  • Typically 8+ years of experience
  • Expert understanding of financial systems and processes in several areas
  • Excellent oral and written communication skills for interacting with stakeholders
  • Expert analytical skills and the ability to synthesize change quickly using advanced subject and process knowledge
  • Expert understanding of accounting principals
  • Expert project management skills for running large, complex projects
  • Ability to generate original ideas and to bring about their implementation
10

Project Resource Portfolio Planner Resume Examples & Samples

  • Project management / process improvement and familiarity with project management software and tools
  • Experience with shared services process activities
  • Ability to align multiple stakeholders
  • Business consulting
  • Solution focused mind set
  • Independent work
11

Product Portfolio Planner Resume Examples & Samples

  • Lead cross-functional product and program teams to assess and meet the needs of prospective and existing customers. Determine customer needs, business goals, requirements, and product functionality. Provide leadership of internal and external stakeholders to ensure rapid and continuous development and delivery of Best in Class products and services
  • Requires 5+ years of related experience or equivalent work experience
  • Extensive knowledge of and demonstrated success in the development of the new products/services and the development of strategic product roadmaps
  • Understanding of financial models to develop, support and evaluate product and marketing decisions
  • Ability to manage multiple complex projects with limited supervision
  • Excellent organizational and project management skills
  • Ability to work tactically and independently
  • Ability to translate customer and market needs into effective product development programs
  • Relationship and team building skills
  • Strong interpersonal skills, ability to communicate effectively and establish relationships with business partners and all levels, including executive levels, of an organization
  • Product management experience within the credit card industry
  • Business to business product management and marketing
  • Experience leading 3rd party relationships is important
12

Senior Director, Portfolio Planner Resume Examples & Samples

  • You will have proven leadership, and research skills
  • You will have strong relationship management and business partnership skills particularly with executive leadership
  • You will have confidence and the ability to influence senior management
  • You will have the ability to translate complex information into a simple story and use graphics and visual displays for support
  • You will possess a strong strategic orientation and analytical ability
  • You will be proficient in building detailed well integrated business cases to support business decisions
  • You will be a creative problem solver and curious to look at multiple outcomes to arrive at the best recommendation
  • You will be proficient in using advanced technology tools and data visualization