Portfolio & Strategy Planning Lead

3 weeks ago


Houston, United States The Friedkin Group Full time

Living Our Values
All associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.

Why Join Us

  • Career Growth: Advance your career with opportunities for leadership and personal development.
  • Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.
  • Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.

Total Rewards
Our Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting our Benefits page.

A Day In The Life
As a Portfolio Strategy & Planning Lead, in our Data & Analytics organization, you will play a pivotal role in ensuring that our data and analytics initiatives drive meaningful and proven value to The Friedkin Group of companies. You will work with our business stakeholders, product owners, and corporate finance to ensure that each initiative has a clear and measurable business case, define and deliver agreed tracking of business impact, manage and report on program costs, and manage business case change throughout the delivery of our programs. By providing essential support to the D&A Project Management Office (PMO) and collaborating closely with project teams, you will drive enhancements in efficiency, standardization, and the adoption of best practices throughout the portfolio management lifecycle. Your contributions will be crucial in expanding the financial impact of the Data & Analytics organization.

As a Portfolio Strategy Planning Lead you will:

  • Define, socialize and implement best practices in business impact estimation across the portfolio of projects.
  • Facilitate processes within the project ideation, scoping, development, and deployment phases that secure sign-off from key stakeholders and manage change in expected impact and or costs. Establish reporting mechanisms to track and convey business impact.
  • Track all program and project expenses to help control costs to meet budgetary commitments.
  • Establish processes to plan for new project costs and forecast existing program budgets.
  • Assist with resource allocation, capacity planning, and forecasting to optimize resource utilization within the Data & Analytics team.
  • Perform financial analyses and forecasting to guide decision-making processes and enhance the financial performance of the Data & Analytics team.
  • Support the Data & Analytics PMO to establish and maintain project governance frameworks, standards, and policies to ensure alignment with organizational goals and objectives.
  • Continuously evaluate and enhance operational processes, methodologies, and tools to improve the efficiency, effectiveness, and quality of project delivery for the Data & Analytics team.
  • Spearhead process improvements that bolster the Data & Analytics team effectiveness and enhance Employee Engagement.

What We Need From You

  • Bachelor's Degree Business Administration, Project Management, or a closely related field Req
  • 5+ years of experience in a role supporting planning, budgets, communications, and operational needs within IT teams, with a strong preference for experience in Data and Analytics environments.
  • Experience managing software development budgets and financial planning.
  • Strong analytical capabilities with a proven track record of dissecting complex data and delivering actionable insights.
  • Thorough understanding of and experience with project management methodologies, tools (such as MS Project, JIRA, or Asana), and techniques. Experience in agile, scrum, or lean methodologies is highly desirable.
  • Advanced skills in the Microsoft Office Suite, particularly Excel, and familiarity with cloud-based project management software systems.
  • Exceptional communication and interpersonal skills, with a proven ability to manage stakeholder relationships at all levels of an organization.
  • Capable of thriving in a fast-paced and dynamic environment while managing multiple priorities effectively.
  • Excellent problem-solving skills coupled with meticulous attention to detail.
  • Preferred - Experience supporting the fiscal responsibility and program management of a Data & Analytics organization.
  • Relevant professional certifications such as PMP (Project Management Professional) or Agile Preferred

Physical and Environmental RequirementsThe physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.

Travel Requirements
20% The associate is occasionally required to travel to other sites, including out-of-state, where applicable, for business.

Join Us
The Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at TalentAcquisition@friedkin.com. We celebrate diversity and are committed to creating an inclusive environment for all associates.

We are seeking candidates legally authorized to work in the United States, without Sponsorship.

#HP125

#LI-BM1



  • Houston, Texas, United States The Friedkin Group Full time

    Embodying Our ValuesEvery associate is guided by Our Values, which serve as the cohesive foundation of our organization. We are committed to ensuring that every decision and action reflects these Values.We believe that implementing Our Values leads to lasting advantages for our associates, stakeholders, and the communities we serve.Why Consider This...


  • Houston, Texas, United States The Friedkin Group Full time

    Embodying Our ValuesEvery associate is guided by Our Values, which serve as the foundational principles of our organization. We are committed to ensuring that each decision and action reflects these Values. We believe that applying Our Values leads to sustainable benefits for our associates, stakeholders, and the communities we serve.Why Consider This...


  • Houston, Texas, United States The Friedkin Group Full time

    Embodying Our Core ValuesAll team members are inspired by Our Core Values, which serve as the foundation of our organization. We aim to ensure that every decision and action reflects these principles. We believe that actively practicing Our Values leads to sustainable advantages for our employees, stakeholders, and the communities we serve.Why Choose...


  • Houston, Texas, United States The Friedkin Group Full time

    External Overview:Embodying Our PrinciplesAll team members are guided by Our Principles. These Principles serve as the unifying foundation of our organization. We strive to ensure that every decision we make and every action we take reflects Our Principles. We believe that implementing Our Principles creates lasting benefits for all of our team members,...


  • Houston, Texas, United States Engie Full time

    Position OverviewAs a Retail Power Portfolio Management Consultant, you will be responsible for ensuring the achievement of targeted gross margins from retail energy contract sales, particularly within deregulated power markets. This role encompasses the management of all Profit and Loss (P&L) aspects related to the retail power portfolio, including thorough...


  • Houston, United States ConocoPhillips Full time

    Welcome to ConocoPhillips, where innovation and excellence create a platform for opportunity and growth. Come realize your full potential here.Who We Are We are one of the world's largest independent exploration and production companies, based on proved reserves and production of liquids and natural gas. With operations and activities in 13 countries, we...


  • Houston, United States ConocoPhillips Full time

    Your responsibilities may include: Lead and participate in the economic framing and evaluation of Business Development activities such as equity participation in LNG projects, offtake contracts, and sales agreements Lead ad-hoc strategic / economic analysis and present recommendations to senior management Lead the preparation of key internal and...


  • Houston, Texas, United States Sysco Northeast Rdc Full time

    Job Summary:The Director, Strategic Portfolio Management is responsible for leading the Technology portfolio management function at Sysco Northeast Rdc. This role provides guidance to technology leadership and other executives on the timing and anticipated value of initiatives and investments, tracks progress, and helps to identify potential conflicts and...

  • Portfolio Manager III

    3 months ago


    Houston, United States Linscomb Wealth Full time

    Position Title:Portfolio Manager IIIReports To:Chief Investment OfficerFLSA Status: ExemptDepartment:InvestmentsSummary The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include maintaining investment models, rebalancing...


  • Houston, United States Linscomb Wealth Full time

    Position Title:Portfolio Manager IIIReports To:Chief Investment OfficerFLSA Status: ExemptDepartment:Investments Location:Houston, TX OR Atlanta, GASummary The Portfolio Manager III for Linscomb Wealth collaborates with the Investment Team, Trading Team, and our Wealth Advisor Team to manage client investment portfolios. Principle duties include maintaining...


  • Houston, Texas, United States MD Anderson Cancer Center Full time

    Senior Clinical Portfolio Strategist MD Anderson Cancer Center is looking for a Senior Clinical Portfolio Strategist to enhance our team. This pivotal role focuses on developing strategies that optimize Clinical Operations' utilization of physical environments while anticipating future spatial requirements. The position plays a crucial role in the...


  • Houston, Texas, United States Engie Full time

    Position OverviewAs the Lead Consultant for Community Solar Strategy, you will spearhead the strategic planning and market evaluation for ENGIE's community solar initiatives. Your role will involve developing, refining, and finalizing agreements for power offtake related to our community solar ventures across the United States, utilizing your extensive...

  • Portfolio Manager

    3 weeks ago


    Houston, United States NewRez LLC Full time

    Also doing business as Shellpoint Mortgage Servicing 1100 Virginia Drive, Suite 125 Fort Washington PA 19034 Doing business as Newrez Mortgage in the states of Arkansas and Texas. Website approval pending with the New York Department of Financial Services. Portfolio Manager (On-site) Apply locations TX, Houston SC, Greenville AZ, Tempe TX, Coppell time type...

  • Portfolio Manager

    2 months ago


    Houston, United States NewRez LLC Full time

    Also doing business as Shellpoint Mortgage Servicing 1100 Virginia Drive, Suite 125 Fort Washington PA 19034 Doing business as Newrez Mortgage in the states of Arkansas and Texas. Website approval pending with the New York Department of Financial Services. Portfolio Manager (On-site) page is loaded Portfolio Manager (On-site) Apply locations TX, Houston SC,...

  • Portfolio Manager

    2 months ago


    Houston, United States oilandgas.org.uk Full time

    Are you passionate about Chemical Services? Do you enjoy creating solutions for customers? Do you enjoy working independently with an elevated level of accountability? Join Our Team! Our diverse and global team ensures that our customers have the products they need to perform effectively and safely. Our team ensures production enhancement and chemical...

  • RN - L amp;D

    4 weeks ago


    Houston, United States White Glove Placement Full time

    RN - L amp;D Estimated Gross Weekly Wage $1864 Location HoustonTX Shift 7:00 PM - 7:00 AM Start Date 09/02/2024 Assignment Length 13 weeks Job Type Travel Job ID 52002965 Minimum Requirements State Licensure: A valid RN license in the state of practice Clinical Rotations: Minimum of 2 years recent RN experience Certificaton: BCLS, ACLS, NRP, & PALS...


  • Houston, United States Elevance Health Full time

    Location: This position will work a hybrid model (remote and office). The ideal candidate will live within 50 miles of one of our PulsePoint locations. Position Overview: The Director Portfolio Execution is responsible for facilitating the execution of Plan of Record Portfolios and ensuring alignment with the multi-segment business model. How you will make...


  • Houston, Texas, United States Lillibridge Full time

    Executive Portfolio ManagerThe Executive Portfolio Manager is responsible for the day-to-day management of a portfolio of on and off campus medical office buildings.This position reports to a Regional Director and is considered the point person in their respective market, responsible for understanding the overall market and sub-market conditions and how they...


  • Houston, United States Slalom Full time

    Midstream/Downstream Industry Leader Does shaping the future excite you? Are you inspired by blending your passions and career? At Slalom, we are driven by diversity of thought, curiosity, and authenticity. We recognize that no two journeys are the same. Whether you embody all these qualities or you are energized by loving your work and life, we want to hear...


  • Houston, Texas, United States Engie Full time

    Overview of the RoleAs a Retail Power Portfolio Management Consultant, you will be responsible for ensuring the achievement of anticipated gross margins from retail energy contract sales, particularly within deregulated power markets. This position encompasses the management of all Profit and Loss (P&L) aspects related to the retail power portfolio,...