Portfolio Operations & Governance Lead

Caterpillar Financial Services Corporation; Irving (TX); On-site; USD 128,000 - 193,000; Full time

Benefits offered by this job

Medical, dental and vision

401(k) retirement plan

Paid time off

Career development

Incentive bonus

Relocation assistance

Job summary

Caterpillar Inc. in Irving, TX seeks a Portfolio Operations & Governance Lead to drive the portfolio operating system and governance records, coordinating with RTE, TPMs, Finance, and delivery teams to connect governance to roadmap and execution.

You will manage risk, issues, dependencies, and actions, ensure timely closure, and maintain governance calendars and evidence across Atlas and the CI portfolio.

Qualifications

• Experience operating PMO, portfolio, or governance in a complex tech environment.
• Strong records management for decisions, actions, risks, and evidence.
• Ability to prepare and run senior leadership forums without excess bureaucracy.
• Working knowledge of Azure DevOps, Power BI, SharePoint or similar tools.

Responsibilities

• Operate risk, issue, dependency, action, decision and reconciliation registers with clear ownership and status.
• Prepare Portfolio forums with inputs, questions, evidence, attendees, and escalation paths.
• Record decisions and actions, publish outcomes, and track closure.
• Monitor aging items, overdue checkpoints, and missing owners; escalate where needed.
• Maintain controlled Portfolio documents, version history, and traceability.
• Support Portfolio Operating Model by maintaining calendars, checklists, artifacts, and compliance evidence.
• Coordinate with RTE, TPMs, Product, Architecture, Finance, Reporting, and delivery teams to link governance to roadmap.
• Ensure data quality and reporting traceability for executive statements.
• Identify recurring process failures and help implement simple, repeatable controls.

Skills

Project Administration

Planning

Governance and Process Discipline

Decision Making and Critical Thinking

Change Control

Data and Reporting Quality

Relationship Management

Tools

Azure DevOps

Power BI

SharePoint

Microsoft 365

Job description

Career Area:

Technology, Digital and Data

Job Description:

Your Work Shapes the World at Caterpillar Inc.

When you join Caterpillar, you're joining a global team who cares not just about the work we do – but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don't just talk about progress and innovation here – we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it.

Help Build the Future of Caterpillar

At Caterpillar, technology always has a purpose, which is to solve our customers’ toughest challenges. Through Cat Technology, we are solving problems by building the intelligence layer that connects machines, data, and people to make jobsites safer, more productive, and more sustainable. By combining deep domain expertise in physical systems with software, connectivity, autonomy, and AI, we deliver solutions that work in the real world—on real jobsites, at global scale.

You’ll build and deploy against one of the most unique data foundations—over 1.6 million connected assets generating real-world data daily. These data and platform capabilities are enabling the development of AI models, edge computing architectures, and software systems that scale across fleets, products, and industries. The result will be a new generation of machines that continuously learn, improve, and deliver performance at scale.

Be Part of What’s Next in Autonomous Construction Sites

Construction autonomy is one of the most complex challenges in applied AI, and at Caterpillar, advancements in physical AI, simulation, sensing, and edge computing are turning things that once felt impossible—intelligent machines operating in dynamic jobsites—into reality.

Our connected ecosystem brings together massive volumes of high-quality data to create a foundation where engineers like you can build and deploy against.

If this work motivates you, we invite you to join our team. In these roles, you’ll work at the intersection of the physical and digital worlds. You’ll help design and deliver intelligent systems that enable machines to perceive their environment, make informed decisions, and support safer, more productive operations.

Job Summary:

The Portfolio Operations & Governance Lead operates the control discipline that turns portfolio meetings, risks, decisions, dependencies, actions, and evidence into accountable follow-through and closure. This role makes the Portfolio operating system usable day to day by maintaining governance records, preparing decision forums, surfacing overdue or incomplete controls, and ensuring approved decisions and changes are traceable across Atlas and the broader CI portfolio.

What You Will Do:

• Operate integrated risk, issue, dependency, action, decision, and reconciliation registers, ensuring each item has clear ownership, timing, status, evidence, and disposition.
• Prepare Portfolio and cross-mission forums by confirming required inputs, decision questions, pre-reads, evidence, attendees, and escalation paths.
• Record decisions, actions, dependencies, and change dispositions during or immediately after forums; publish outcomes and track closure.
• Monitor aging, overdue checkpoints, missing owners, incomplete mitigations, unresolved dependencies, and stale records; elevate control failures through the agreed path.
• Administer controlled Portfolio documents, version history, source traceability, approval status, open questions, and reconciliation of conflicting role or process statements.
• Support execution of the Portfolio Operating Model and Ways of Working by maintaining governance calendars, readiness checklists, artifact standards, and compliance evidence.
• Coordinate with the RTE, Deputy Portfolio Manager, TPMs, Mission Leads, Product, Architecture, Finance, Reporting, and delivery teams to connect governance records to roadmap and execution impacts.
• Maintain reporting readiness by validating source links, data-quality exceptions, metric definitions, and the traceability of executive statements to governed records.
• Identify recurring control breakdowns and support process improvements that reduce manual follow-up, duplicate reporting, delayed decisions, and unowned work.

What You Will Have:

• Project Administration: Knowledge of practices and tools used to administer complex projects, maintain records, track dependencies and completion dates, and ensure consistent execution of defined controls.
• Planning: Tactical and Strategic: Ability to connect near-term actions, forums, dependencies, and milestones to broader program and portfolio outcomes.
• Governance and Process Discipline: Ability to translate standards into practical operating routines, required evidence, clear ownership, review readiness, and closure.
• Decision Making and Critical Thinking: Ability to identify missing information, distinguish fact from assumption, frame unresolved decisions, and elevate material exceptions.
• Change Control: Knowledge of processes used to document, evaluate, approve, communicate, and trace changes to scope, dates, milestones, decisions, and commitments.
• Data and Reporting Quality: Ability to validate source lineage, identify missing or stale information, maintain shared definitions, and prevent unsupported conclusions from entering leadership reporting.
• Relationship Management: Ability to coordinate across technical, product, financial, business, and leadership stakeholders with professionalism, persistence, and sound judgment.

Top Candidates Will Have:

• Experience operating PMO, portfolio, program, governance, release, or project controls in a complex technical environment.
• Demonstrated strength maintaining decision, action, risk, dependency, change, and evidence records through closure.
• Ability to prepare and operate senior-leadership and cross-functional forums without turning governance into excessive bureaucracy.
• Working knowledge of Azure DevOps, Power BI, SharePoint, Microsoft 365, or comparable work-management and reporting tools.
• Strong attention to detail, follow-through, written communication, document control, and ability to challenge incomplete records constructively.
• Ability to manage multiple priorities, identify recurring process failures, and create simple, repeatable controls that reduce leadership burden.

Additional Details:

• This position requires the candidate to work full-time onsite at the Irving, TX office (Dallas)
• Domestic relocation assistance is available for this position.
• Visa sponsorship is NOT available for this position

Summary Pay Range:

$128,470.00 - $192,710.00

Compensation and benefits offered may vary depending on multiple individualized factors, job level, market location, job-related knowledge, skills, individual performance and experience. Please note that salary is only one component of total compensation at Caterpillar.

Benefits:

Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.

• Medical, dental, and vision benefits*

• Paid time off plan (Vacation, Holidays, Volunteer, etc.)*

• 401(k) savings plans*

• Health Savings Account (HSA)*

• Flexible Spending Accounts (FSAs)*

• Health Lifestyle Programs*

• Employee Assistance Program*

• Voluntary Benefits and Employee Discounts*

• Career Development*

• Incentive bonus*

• Disability benefits

• Life Insurance

• Parental leave

• Adoption benefits

• Tuition Reimbursement

* These benefits also apply to part-time employees

Posting Dates:

Any offer of employment is conditioned upon the successful completion of a drug screen.

Caterpillar is an Equal Opportunity Employer, Including Veterans and Individuals with Disabilities. Qualified applicants of any age are encouraged to apply.