Sr. Project Management Process and Reporting, DentaQuest

sunlife; Milwaukee (WI); On-site; USD 90,000 - 120,000; Full time

Job summary

Sun Life U.S. is seeking a Sr. Project Management Process & Reporting professional to strengthen PMO governance and drive transparency across the Dental portfolio. You will create executive dashboards, implement a value delivery framework, and align funding with strategic outcomes.

Responsibilities include leading reporting cadence, optimizing PMO processes, and leveraging Power BI for scalable analytics while collaborating with business and technology leaders to realize measurable value.

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 a 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 visualization

Analytics

Jira

Confluence

Smartsheet

Planview

PMO governance

Waterfall/Agile

Education

BS/BA in Business/Technology or related

Tools

Smartsheet

Planview

Jira

Confluence

Job description

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.

DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all.

Job Description:

The opportunity:

The Sr. Project Management Process & Reporting role supports Project Portfolio Management (PPM) activities to drive transparency, governance, and delivery excellence across the Dental portfolio. This includes developing executive reporting, optimizing PMO processes, and leveraging modern PPM tools to improve efficiency, insight, and decision-making.

How you will contribute:

• Develop and deliver executive-level dashboards with clear, actionable insights on portfolio health, performance, financials, and resource utilization
• Establish and maintain a 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

What you will bring with you:

Required:

• 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

Preferred:

• Experience integrating Power BI with Smartsheet, Planview, Jira, or Confluence for automated reporting
• Experience with portfolio-level reporting and governance frameworks
• PMP or related certification
• Solid understanding of Microsoft Suite: Outlook, Excel, Word, PowerPoint
• Ability to organize and prioritize coordination of multiple jobs/assignments.
• Ability to establish and maintain effective relationships to gain trust and respect
• Capable