Wolters Kluwer · 16 hours ago
Business Analysis Associate Director, Portfolio Governance and Reporting
New York, NY
Full-time
Hybrid
Mid, Senior Level, Lead/Staff
$153K/yr - $217K/yr
7+ years expWolters Kluwer is a company that enables organizations to ensure adherence with regulatory obligations and manage risk. The Business Analysis Associate Director will establish and manage governance, reporting, and operational frameworks to support strategic and technology initiatives, overseeing portfolio-level processes and performance metrics.
BankingFinanceInformation ServicesInformation TechnologyLegalMobilePublishingSoftware
Responsibilities
Manage the governance framework for the CT operations and technology project portfolio, ensuring consistency, transparency, and alignment with strategic priorities
Partner with business and technology leaders to define portfolio priorities, funding allocations, and investment decisions
Support the creation of materials and analysis for portfolio reviews and steering committee meetings, providing insight into status, risks, dependencies and benefits realization
Partner with the AD of Operational Improvement to govern and manage the Operational Improvement roadmap ensuring initiatives are sequenced and implemented to provide maximum business benefit and impact
Enhance and maintain a comprehensive portfolio reporting model (dashboards, scorecards, executive summaries) to provide clear visibility into performance, risk, and value delivery
Develop KPIs and metrics that track delivery health, resource utilization, and financial performance across the portfolio by working collaboratively with the PMO, Technology and Finance Leadership
Partner with the PMO’s and Finance Team to create and maintain mechanism for business case review and management as part of the prioritization process and business value realization following the successful completion of projects
Drive the creation of Quarterly communications highlighting Project Portfolio accomplishments, wins, successes and results achieved
Establish and maintain standardized portfolio governance and management processes, templates and best practices across operations and technology projects and programs
Continuously refine portfolio governance and management practices to drive transparency, predictability, efficiency and agility
Support change management and adoption of portfolio processes and tools across the organization
Partner with the PMO’s and Finance Team to develop and manage a resource capacity management framework to provide visibility into resource capacity and utilization
Partner with the PMOs, Business Enablement and Technology leads to facilitate Cross-Functional Delivery workshops, PI Planning across cross-functional development teams to support Portfolio and Project delivery
Lead cross-functional working groups of Business Enablement and Technology Leads to continue refining and improving cross-functional delivery, roles and responsibilities and required deliverables throughout the lifecycle
Own and administer portfolio management tools (e.g. Smartsheet, Clarity, JIRA, Power BI, or other platforms) to ensure accurate data capture, reporting and ease of use for project teams and stakeholders at all levels
Partner with Technology and PMO leadership to optimize tooling for demand intake, prioritization, and resource management
Champion automation and integration opportunities to streamline portfolio operations
Serve as a trusted advisor to senior leaders, providing transparency and actionable insights
Coach and mentor project and program managers, product managers and technology leads on portfolio standards, reporting, and best practices
Foster a culture of accountability, transparency, and continuous improvement across teams
Qualification
Required
Minimum Bachelor's degree, or equivalent
7+ years of experience in portfolio, program, or project management
Proven experience implementing or managing portfolio governance and reporting frameworks
Strong analytical and data visualization skills (e.g. Excel, Power BI, Tableau)
Experience implementing and administering PPM tools (e.g. Clarity, Smartsheet, Jira, ServiceNow, Planview) from inception through end-user training and adoption
Exceptional communication and stakeholder management skills, with the ability to influence across organizational levels
Preferred
Bachelor's or Master's degree in Business Administration, Technology, or a related field preferred
Prefer experience within complex large corporate operations or technology environments
PMP, PgMP, PfMP, or similar certification preferred
SAFe certification a plus
Benefits
Medical, Dental, & Vision Plans
401(k)
FSA/HSA
Commuter Benefits
Tuition Assistance Plan
Vacation and Sick Time
Paid Parental Leave
Company
Wolters Kluwer
Wolters Kluwer is an information services company specializing in software solutions and services for the healthcare and legal sectors.
10001+ employees
H1B Sponsorship
Wolters Kluwer has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (52)
2024 (22)
2023 (23)
2022 (10)
2021 (3)
Funding
Current Stage
Public CompanyTotal Funding
$1.78B2025-06-23Post Ipo Debt· $578.76M
2025-03-13Post Ipo Debt· $542.74M
2024-03-11Post Ipo Debt· $655.84M
Leadership Team
Jason Marx
CEO, Wolters Kluwer Tax & Accounting
Nancy McKinstry
CEO
Recent News
Business Wire
2025-12-18
2025-12-09
Company data provided by crunchbase