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Lead IT Portfolio Analyst, Financial Services

2 months ago

Cleveland, Ohio, United States The Sherwin-Williams Company Full time

Position Overview:

The Lead IT Portfolio Analyst, Financial Services plays a crucial role in orchestrating portfolio activities across various Digital Technology (DT) projects that support financial operations. This position involves collaboration with business stakeholders, the architecture community (EA/DA/SA), and DT delivery team leadership while executing portfolio management functions. The analyst will empower business and DT leadership to make data-driven decisions regarding prioritization and capacity management.

Key Responsibilities:

  1. Develop and maintain a comprehensive understanding of technical acquisition and Global Transformation Office standards for enterprise intake, prioritization, and governance processes.
  2. Facilitate the progression of requests in decentralized governance by conducting discovery efforts that clarify target outcomes and business requirements, shaping the overall business case proposal in partnership with business leaders, DT leaders, and architects.
  3. Analyze data to provide essential insights that enable business and DT leaders to make informed prioritization decisions within decentralized governance.
  4. Collaborate with Enterprise Product Delivery team leaders to conduct capacity planning on a scheduled basis.
  5. Deliver regular reports to business and DT leaders that forecast capacity and summarize actual capacity allocation across key work categories.
  6. Utilize enterprise-standard tools (ServiceNow, Planview, Jira, etc.) to facilitate portfolio-related processes.
  7. Act as a subject matter expert for peers and DT leaders regarding the use of ServiceNow, Planview, and Jira for capacity planning and portfolio management activities.
  8. Work with the Enterprise Connected Toolset team to recommend system enhancements that support portfolio-related processes.
  9. Coordinate with DT leaders to provide status and health reporting for ongoing initiatives within the assigned portfolio, as well as reporting to executive leadership.
  10. Engage with DT leaders and business leaders to assess, measure, and report outcomes and business results achieved through technology initiatives within the assigned portfolio, providing insights to executive leadership.
  11. Manage key metrics to evaluate portfolio performance and suggest improvements to portfolio management practices.

Formal Education:

Required:

  • Bachelor's Degree (or foreign equivalent) or, in lieu of a degree, at least 7 years of experience in Information Technology or Business (a combination of education and work experience in the field of Information Technology or Business).

Knowledge and Experience:

Required:

  • 5+ years of experience in IT and/or Business.
  • 4+ years of experience in IT project/program management or experience in leading, coordinating, or delivering large-scale processes with multiple resources in a cross-functional environment.
  • 2+ years of experience in both Waterfall and Agile methodologies, with knowledge of industry best practices.
  • Experience with multiple large-scale programs/projects, financial planning, capacity planning, and forecasting.
  • Experience in creating dashboards and reporting.
  • Knowledge of business processes, including IT, vendor management, and software development lifecycle.
  • Experience in managing stakeholders, collaborating with internal/external product development teams, and working in a complex, cross-functional environment.
  • Excellent analytical, organizational, and problem-solving skills.
  • Exceptional interpersonal and communication skills for collaboration with cross-functional teams and stakeholders.

Preferred:

  • Experience utilizing ServiceNow, Planview, and/or Jira as tools for managing workflow.
  • Experience in supply chain-related functions.
  • Experience applying Lean principles and practices.
  • Experience leading process optimization efforts, driving simplification and standardization.

Technical/Skill Requirements:

Required:

  • Business Requirement Gathering & Documentation.
  • Software Development Lifecycle (SDLC) Methodology.
  • Project Management Tools.
  • Project Management Methodology.
  • Project Data Analysis & Insights.
  • Demand & Capacity Management and Planning.
  • Reporting Tools.

Note: This position is not eligible for sponsorship for work authorization now or in the future, including conversion to H-1B visa.

Work Arrangement: This position is eligible for a hybrid work model, requiring in-office presence three days a week with the option to work remotely two days a week.