Manager, Strategy and Planning

Jobtailor

Birmingham (AL)

On-site

USD 140,000 - 190,000

Full time

14 days+

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Job summary

Jobtailor is seeking a senior leader to own the enterprise strategic portfolio, aligning initiatives with the executive vision and financial objectives. You will partner with leadership to shape roadmaps, establish governance, and drive prioritization across programs.

You will manage a Portfolio Management team, coach leaders, and deliver board-ready updates on performance, risks, and strategic alignment. This role requires MBA or advanced degree and cross-functional leadership.

Qualifications

  • Bachelor's degree in Business Administration, Finance, Management, Strategy, or related field is typically required.
  • Seven (7) or more years of experience in strategy, portfolio management, transformation, or related leadership roles.
  • MBA or advanced degree is preferred.
  • Minimum of three (3) years of experience leading teams in a complex, cross-functional environment.
  • Demonstrated experience managing enterprise-level strategic portfolios.
  • Proven experience at the intersection of business strategy, finance, and technology.

Responsibilities

  • Leads the development, refinement, and execution oversight of the enterprise strategic portfolio aligned to executive vision and long-range forecast.
  • Partners with executive leadership to shape multi-year strategic roadmaps and investment priorities.
  • Establishes and evolves enterprise portfolio governance frameworks, standards, and decision-making processes.
  • Drives enterprise-wide prioritization processes, ensuring initiatives align with strategic objectives, financial constraints, and resource capacity.
  • Provides strategic guidance on continuation, acceleration, restructuring, or termination of initiatives based on performance and value realization.
  • Monitors industry, market, and competitive trends to inform portfolio adjustments.
  • Directly manages and develops a team of Portfolio Managers and related resources.
  • Provides coaching, mentorship, and performance management for portfolio oversight and execution support.
  • Establishes clear roles, responsibilities, and operating rhythms for the Strategic Portfolio Management team.
  • Builds organizational capability and maturity in portfolio and program management disciplines.
  • Fosters a culture of accountability, collaboration, and data-driven decision-making.
  • Oversees execution performance across the enterprise portfolio, ensuring initiatives progress on scope, budget, and timeline.
  • Identifies systemic risks, cross-initiative dependencies, and resource constraints; escalates and resolves issues with executives.
  • Ensures business cases are robust, measurable, and aligned with financial and strategic objectives.
  • Oversees portfolio-level milestone tracking and value realization measurement.
  • Ensures governance processes are consistently applied across initiatives.
  • Delivers executive-level reporting on portfolio health, financial performance, risks, and strategic alignment.
  • Leads portfolio steering committee meetings and executive review sessions.
  • Prepares board-ready materials and enterprise performance updates.
  • Serves as trusted advisor to executive stakeholders with objective, data-driven insights.
  • Acts as escalation/ alignment point between business units, Finance, and Technology for portfolio matters.
  • Ensures collaboration between business owners, product management, delivery teams, and support functions.
  • Leads strategic workshops and enterprise planning sessions.
  • Supports change management tied to major strategic initiatives.

Skills

Strategic Portfolio Management
Team Leadership
Financial Performance Analysis
Governance Framework Development
Change Management
Data-Driven Decision-Making
Executive Reporting
Business Case Development
Initiative Prioritization
Cross-Functional Collaboration
Coaching
Mentorship
Collaboration
Accountability
Communication

Education

Bachelor's degree in Business Administration/Finance/Management/Strategy
MBA or Advanced Degree

Job description

  • Leads the development, refinement, and execution oversight of the enterprise strategic portfolio aligned to executive vision and long-range forecast
  • Partners with executive leadership and business leadership to shape multi-year strategic roadmaps and investment priorities
  • Establishes and continuously evolves enterprise portfolio governance frameworks, standards, and decision-making processes
  • Drives enterprise-wide prioritization processes, ensuring initiatives align with strategic objectives, financial constraints, and resource capacity
  • Provides strategic guidance on continuation, acceleration, restructuring, or termination of initiatives based on performance and value realization
  • Monitors industry, market, and competitive trends to proactively inform portfolio adjustments
  • Directly manages and develops a team of Portfolio Managers and related resources
  • Provides coaching, mentorship, and performance management to ensure high-quality portfolio oversight and execution support
  • Establishes clear roles, responsibilities, and operating rhythms for the Strategic Portfolio Management team
  • Builds organizational capability and maturity in portfolio and program management disciplines
  • Fosters a culture of accountability, collaboration, and data-driven decision-making
  • Oversees execution performance across the enterprise portfolio, ensuring initiatives are progressing according to scope, budget, and timeline
  • Identifies systemic risks, cross-initiative dependencies, and resource constraints; proactively escalates and resolves issues at the executive level
  • Ensures business cases are robust, measurable, and aligned with financial and strategic objectives
  • Oversees portfolio-level milestone tracking and value realization measurement
  • Ensures consistent application of governance processes across all initiatives
  • Develops and delivers comprehensive executive-level reporting on portfolio health, financial performance, risks, and strategic alignment
  • Leads portfolio steering committee meetings and executive review sessions
  • Prepares board-ready materials, strategic analyses, and enterprise performance updates as required
  • Serves as a trusted advisor to executive stakeholders, providing objective, data-driven insights
  • Acts as the primary escalation and alignment point between business units, Finance, and Technology for portfolio-related matters
  • Ensures collaboration between business owners, product management, delivery teams, and support functions
  • Leads strategic workshops and enterprise planning sessions
  • Supports change management efforts tied to major strategic initiatives
  • Performs other duties as assigned
Requirements
  • Typically requires a bachelor's degree in Business Administration, Finance, Management, Strategy, or related field
  • seven (7) or more years of experience in strategy, portfolio management, transformation, or related leadership roles
  • MBA or advanced degree preferred
  • Minimum of three (3) years of experience leading teams in a complex, cross-functional environment
  • Demonstrated experience managing enterprise-level strategic portfolios
  • Proven experience working at the intersection of business strategy, finance, and technology
Core Competencies

Demonstrates expertise in strategic portfolio management, aligning initiatives with executive vision and financial objectives. Proven ability to lead cross-functional teams, drive governance frameworks, and deliver data-driven insights for enterprise performance.

Highest-signal resume keywords
  • Strategic Portfolio Management
  • Team Leadership
  • Financial Performance Analysis
  • Governance Framework Development
  • Change Management
ATS Optimization Keywords
Hard Skills
  • Portfolio Management
  • Strategic Planning
  • Financial Analysis
  • Risk Management
  • Performance Measurement
  • Data-Driven Decision-Making
  • Executive Reporting
  • Business Case Development
  • Initiative Prioritization
  • Cross-Functional Collaboration
Soft Skills
  • Coaching
  • Mentorship
  • Collaboration
  • Accountability
  • Communication
Certifications & Qualifications
  • MBA or Advanced Degree
Industry Keywords
  • Enterprise Strategy
  • Transformation
  • Governance Processes
  • Market Trends
  • Executive Leadership
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