Senior PMO: Lean Portfolio & Power BI Dashboards

Project Equity

Nashville (TN)

On-site

USD 97,000 - 146,000

Full time

14 days+
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Benefits offered by this job

Comprehensive benefits
Generous vacation and sick time
Paid family, parental and adoption lea

Job summary

Sun Life U.S. is hiring for a Sr. Project Management Process & Reporting role to support Portfolio Management across the Dental portfolio.

You will develop executive dashboards, implement a value delivery framework, and align initiatives to strategic outcomes with measurable benefits. You will lead data-driven reporting, governance, and continuous improvement using Agile and Waterfall methodologies, leveraging tools like Smartsheet, Planview, Jira, and Confluence.

Qualifications

  • BS/BA degree in Business, Technology, or related field (or equivalent experience).
  • 3+ years of experience in a project management or PMO environment.
  • Strong experience with data analysis and visualization, preferably using Power BI.
  • Hands-on experience with PPM and collaboration tools, including Smartsheet, Planview, Jira, Confluence.
  • Solid understanding of project management methodologies (Agile and/or Waterfall).
  • Strong analytical, problem-solving, and data storytelling skills.
  • High attention to detail and ability to manage multiple priorities.
  • Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook).
  • Strong communication and stakeholder management skills.

Responsibilities

  • Develop and deliver executive-level dashboards with clear, actionable insights on portfolio health, performance, financials, and resource utilization.
  • Establish and maintain cadence-based reporting framework aligned to PMO governance (financial, resource, delivery metrics).
  • Lead the design and implementation of a value delivery framework across the dental portfolio, ensuring initiatives are aligned to strategic outcomes, measurable benefits, and business value realization.
  • Support portfolio prioritization and investment alignment by partnering with PMO, business and technology leaders to ensure funding and resources are allocated to the highest-value initiatives.
  • Advance lean portfolio governance practices, focusing on reducing waste, accelerating decision-making, and improving flow of work across the portfolio.
  • Align PMO processes and tooling to support lean portfolio management, enabling transparency, faster throughput, and continuous value delivery.
  • Leverage Power BI for advanced data visualization, reporting automation, and scalable analytics solutions.
  • Analyze portfolio data to provide insights and recommendations to leadership, with a focus on value realization, delivery efficiency, and risk mitigation.
  • Ensure adherence to PMO governance standards, methodologies, and best practices.
  • Maintain and continuously improve PMO workflows, templates, and communication frameworks.
  • Provide end-user training, documentation, and ongoing support for PMO processes and tools.
  • Drive continuous improvement using Waterfall and Agile methodologies, supported by tools such as Smartsheet, Planview (PPM/Portfolio Management), Jira, Confluence.
  • Increase efficiency by reducing manual reporting and automating processes and data flows across PPM and Agile tools.
  • Promote adoption of standardized tools and processes to enable consistent, scalable, and value-driven delivery.
  • Identify opportunities to enhance PMO capabilities and align with evolving business and dental portfolio priorities.

Skills

Power BI
Data analysis
Communication
Stakeholder management
Microsoft Office
Analytical thinking

Education

BS/BA degree in Business, Technology, or related field

Tools

Smartsheet
Planview
Jira
Confluence

Job description

Sun Life U.S. is hiring for a Sr. Project Management Process & Reporting role to support Portfolio Management across the Dental portfolio.

You will develop executive dashboards, implement a value delivery framework, and align initiatives to strategic outcomes with measurable benefits. You will lead data-driven reporting, governance, and continuous improvement using Agile and Waterfall methodologies, leveraging tools like Smartsheet, Planview, Jira, and Confluence.

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