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Crowe · 1 day ago

Portfolio Manager

Costa Mesa, CA

Full-time

Hybrid

Senior Level

$87K/yr - $180K/yr

7+ years exp

Crowe is a leading public accounting, consulting, and technology firm in the United States, seeking a Portfolio Manager to lead enterprise strategic planning and portfolio management. The role involves collaborating with various leaders, facilitating decision-making forums, and ensuring data quality and governance within the portfolio management process.

AccountingAdviceConsultingFinanceFinancial ServicesInformation TechnologyProfessional ServicesTax Consulting

No H1B

Hiring Manager

Shelakh André Williams

Responsibilities

Run the quarterly portfolio planning cadence, tie proposals and funding decisions to strategy

Define and evolve scoring models, business case templates, and prioritization criteria; facilitate scoring workshops and steering forums

Build and maintain executive dashboards (roadmaps, capacity, cost/benefit, health/risks, benefits realization) for leadership visibility

Coach business-unit portfolio leads on intake, backlogs, dependencies, and data quality within ServiceNow

Oversee intake/triage of new demand across business units; ensure clear problem statements, value hypotheses, costs, and benefits before prioritization

Partner with Finance, HR, Strategic Growth Office, Firm Risk Management, and Technology to align funding models, cost tracking, and workforce planning to portfolio priorities

Establish governance standards (stage gates, RACI, definitions, update SLAs) and monitor adherence; remediate data quality issues

Track portfolio outcomes and benefits; report variances vs. plan and drive corrective actions

Lead change management and training to drive consistent SPM adoption across stakeholders

Continuously improve processes by benchmarking best practices and adopting relevant ServiceNow releases

Collaborate with Technology to configure/administer ServiceNow SPM (Strategic Planning Workspace + Demand, Project/Portfolio, Resource, Financials)

Support audits/controls around investment decisions and portfolio governance

Qualification

ServiceNow SPMPortfolio managementStrategic planningFinancial acumenChange managementBusiness case designExecutive communicationTraining experienceAnalytical skillsStakeholder managementGovernance standardsProcess improvementMulti-business-unit experienceBI toolsExcel proficiencyServiceNow configurationAudit supportFacilitation skillsTeam collaborationProblem-solving