Lean Portfolio Manager

InfoObjects Inc.; New York (NY); Hybrid; USD 120,000 - 160,000; Full time

Job summary

An established industry player is seeking a Mid-Senior level professional to lead Lean Portfolio Management initiatives. This role involves designing Lean budgeting frameworks and establishing funding models that align with strategic objectives. You will partner with finance and technology leaders to enhance portfolio operations and execution, ensuring alignment between strategy and execution. The ideal candidate will have extensive experience in Agile transformation and portfolio management, with a strong command of Jira and data visualization tools. Join this innovative firm and make a significant impact on their portfolio management practices while enjoying a mostly remote work environment.

Qualifications

• 15+ years of experience in portfolio management or Agile transformation.
• Strong background in Jira data management and Agile tooling.

Responsibilities

• Design and implement Lean budgeting frameworks for funding allocation.
• Develop foundational LPM processes to align strategy and execution.

Skills

Lean Portfolio Management

Agile transformation

Data visualization

Stakeholder management

Analytical skills

Communication skills

Education

Bachelor’s degree in Business, Technology, Finance, or related field

Tools

Jira

Advanced Roadmaps

Power BI

Job description

It will be mostly remote, with maybe some on-site meetings.

Job Description

Lean Budgeting & Investment Strategy

• Design and implement Lean budgeting frameworks to improve funding allocation and governance.
• Establish funding models that align investments with business objectives and strategic themes.
• Partner with Finance, Business, and Technology leaders to define and manage portfolio-level funding.
• Support continuous portfolio backlog refinement, prioritization, and value stream funding.

Portfolio Operations & Execution

• Develop foundational LPM processes, ensuring alignment between strategy and execution.
• Define and implement key metrics and reporting structures to measure portfolio health.
• Facilitate Quarterly Business Reviews (QBRs) and Portfolio Syncs to track and communicate progress.
• Enable cross-functional collaboration across Agile Release Trains (ARTs) and teams.
• Identify and remove portfolio-level impediments to execution.
• Conduct periodic organizational reviews to assess team structures, workflows, and collaboration patterns, ensuring teams are structured for efficiency, adaptability, and alignment with strategic priorities.
• Develop and maintain portfolio dashboards and reports to provide real-time visibility into work execution.
• Utilize Jira data and reporting tools (Advanced Roadmaps, Power BI, etc.) to drive insights.
• Ensure transparency by implementing Lean governance practices and performance tracking mechanisms.
• Standardize data-driven decision-making through portfolio analytics and reporting automation.
• Establish and track Key Performance Indicators (KPIs) for portfolio success and continuous improvement.

Qualifications

• Education & Experience:
• Bachelor’s degree in Business, Technology, Finance, or a related field.
• 15+ years of experience in portfolio management, Agile transformation, or enterprise program management.
• Experience in introducing and scaling Lean Portfolio Management (LPM) practices.
• Strong background in Jira data management, reporting, and Agile tooling (Advanced Roadmaps, Power BI).
• SAFe LPM, SPC, PMP, or similar certification preferred.
• Deep understanding of Lean-Agile frameworks (SAFe, Kanban, Scrum).
• Expertise in financial planning, Lean budgeting, and investment funding models.
• Strong analytical skills with experience in data visualization, dashboards, and reporting.
• Ability to facilitate cross-functional collaboration and drive strategic alignment.
• Excellent communication, leadership, and stakeholder management skills.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

Industries

IT Services and IT Consulting