Manager Portfolio Reporting

3 weeks ago

Toronto, Canada TD Bank Full time

398470BR

Technology Solutions

Toronto, ON

February 3, 2023

Company Overview

Department Overview

The Strategy, Change, and Operational Excellence (SCOE) team is part of the Bank’s Transformation, Enablement and Customer Experience (TECE) team. The SCOE team has responsibilities to support the creation of the TECE Strategy, oversee Governance & Control groups, and lead Performance Management and Productivity functions. Within the SCOE team there are also several Bank-wide Centres of Expertise, including Enterprise Change Management, Business Architecture, Enterprise Process Engineering, and Digitization and Automation.

As part of the SCOE team, the TECE Strategy, Planning & Support team mandate is to:

- Build and lead a best-in-class Centres of Excellence accountable for the development and ongoing management of TECE strategy
- Lead TECE Productivity and Performance Management and TECE Business Management Services to improve operational excellence and standardize approaches within the TECE organization
- Develop, define and drive TECE strategy & optimize transformation, enablement, and customer experiences across the enterprise.
- Lead the Portfolio Delivery Governance (PDG) function for TECE
- The _**_Manager, Portfolio Reporting_**_ _is an integral member of the TECE PDG function, provides analysis and integrated portfolio reporting by partnering effectively with Project Delivery, Portfolio Management, and various stakeholders. This role_
- will report to the _Senior Manager, Strategic Portfolio Planning_. The _Manager, Portfolio Reporting** **will play a key role supporting the** **_Senior Manager _in executing on the department roadmap. The roadmap focuses on driving improvements in Data Hygiene & Management, Portfolio Management, Governance & Reporting Rationalization, Financial Management, onboarding Enterprise Tools and creating a team focused on providing Insights & Analysis.

As the Manager, Portfolio Reporting, you will**:

- Elevate the project financials discipline within the Corporate Segment and Corporate PDG through innovation, process improvement and delivery excellence
- Contribute to the TECE PDG team’s accountability with respect to reporting requirements to the TECE Portfolio Investment Committee
- Manage month and quarter-end financial processes (variance analysis, quarterly forecasting, fiscal planning) for a sizeable portfolio (over $300MM annual spend)
- Conduct complex analysis and provide financial reports/dashboards for the portfolio and/or by project
- Develop sustainable project financials reporting solutions for a wide audience with a focus on integrating Enterprise tools such as tools such as Tableau
- Work closely with control partners (Governance, Segment Finance, Enterprise Project Finance, EPDE) to ensure alignment and input on reported numbers
- Perform capacity analysis at the portfolio level (e.g., target vs. actual use of contract vs. FT staff) and work closely with management to develop recommendations
- Lead training and knowledge sessions with delivery teams on project financials
- This role requires a high degree of co-ordination with the Portfolio Managers, and with partners in the Business, Technology and Finance.
- Participate in the definition and transition of the TECE Portfolio Delivery Governance team to the Portfolio Management & Governance structure within Next Evolution of Work.

**Requirements**:

- The following skills and experiences are critical to the success of this role:

- Successful track record as a Senior Analyst with strong financial acumen
- A keen eye for detail, with analytical and problem-solving skills
- Must be comfortable with numbers.
- Experience with quantitative analysis, financial tracking, reporting, data-gathering, and documentation is a requirement
- Able to negotiate deliverables and timelines, and cope with ambiguity and in an evolving environment
- Exceptional stakeholder management skills, organizational and time management skills

**Education**:
University/college degree, CPA, or comparable postsecondary education/training, with exposure to Project Management being an asset

**Technical skills**:

- MS Excel, PowerPoint, and Access
- VBA/Macros
- Clarity PPM
- SQL and Tableau Reporting experience would be considered an asset

Additional Information

**Join in on what others in TD Technology Solutions are doing**:

- Inspire a positive work environment and help champion quality, innovation, teamwork and service to the business.
- Learn voraciously, stretch your thinking,

Hours

37.5

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or ot

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