Sr Portfolio Analyst

Sr. Portfolio Analyst - BA07EE

We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future.

The Personal Insurance Technology Strategy and Lean Portfolio Management team is looking for highly skilled Senior Portfolio Analyst, specializing in financial analysis management. This role helps align strategy and execution by applying Lean and systems thinking approaches to strategy and investment funding, Agile portfolio operations, and governance. Supports the prioritization of work and financial accountability for the products and solutions in a portfolio. Coordinate, sustain, and improve value streams. Plan and monitor IT budgets to ensure alignment with strategic initiatives/objectives. Forecast future budget needs, measure portfolio performance, and coordinate required compliance activities.

Responsibilities:

• Partner with AVP of Strategy and Portfolio Management to champion the finance evolution to Agile funding value streams, product vs. project mindset

• Provide support to prepare for portfolio health reviews, scorecards, MOR meetings.

• Vendor management, including contracts, Work Orders, MBM, invoice approvals

• Assist with the reporting of key portfolio metrics e.g., employee engagement, customer satisfaction, productivity, agility, time to market, quality, partner health.

• Contribute toward creating a culture of continuous improvement and innovation, adopting OwnIT.

• Agile and DevOps mindsets, leveraging Harvest, enabling high performance.

• Assists with coordinating a continuous approach to ensure compliance with audit and regulatory requirements and non-discretionary initiatives.

• Assists with Rally support and data management.

• Financial Accountabilities Assist with Financial Operations includes assisting with department financials, including outlook locks, op planning, monthly reserving, capitalization, financial reporting supporting the CIO and business as needed, and various related items e.g. expense approver.

• Workforce Accountabilities: Assist in developing and maintaining a workforce strategy, inclusive of vendor partners, such that the ratios of employee and or vendor, onshore and or offshore, HIG offices, etc. are considered to achieve an optimum balance.

• Provides support for data capture, metrics, measurement, ratios, projections around work force.

• Understanding current and target team compositions, and path forward via hiring and other levers.

• Coordination of required or needed training, continuous learning activities.

• Contribute towards the identification and definition of development value streams across the portfolio and alignment to CIO areas technology roadmap.

• Partner closely with Portfolio Lead to contribute to ensuring the phase gate deliverables are complete and establishing the investment prioritization process is transparent and collaborative.