Portfolio Strategy – Financial Governance Lead

Salesforce

. Serve as the operational backbone of the EDD Pillar — owning the systems, processes, and insights that enable DET leadership to make faster, smarter, and more strategic decisions .

Posted 3/28/2026full-timeSan Francisco • California, New York • 🇺🇸 United StatesSenior💰 $164,000 - $186,300 per yearWebsite

About the role

Key responsibilities & impact

Serve as the operational backbone of the EDD Pillar — owning the systems, processes, and insights that enable DET leadership to make faster, smarter, and more strategic decisions
Lead portfolio strategy and governance
Drive financial and capacity planning
Manage intake workflows
Deliver executive-ready reporting
Working cross-functionally with Finance, Workforce Planning, and Pillar leaders
Ensure investments are aligned, risks are surfaced early, and portfolio data is trusted as the single source of truth across DET
Lead the development and execution of DET's annual and quarterly portfolio plans
Serve as a strategic partner to Pillar and Sub-Pillar leaders

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Operations, or a related field and/or equivalent work experience
7–10+ years of experience in Strategy & Operations, Portfolio or Program Management, Business Operations, Management Consulting, Finance or Enterprise Planning
Advanced analytical skills (Excel / Google Sheets; experience with BI tools a plus)
Proven ability to influence and align senior cross-functional stakeholders
Track record of operating independently in ambiguous, fast-moving environments
Exceptional executive-level written and verbal communication skills

Benefits

Comp & perks

time off programs
medical
dental
vision
mental health support
paid parental leave
life and disability insurance
401(k)
employee stock purchasing program

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planningcapacity planningportfolio managementprogram managementbusiness operationsmanagement consultingadvanced analytical skillsExcelGoogle Sheetsbusiness intelligence tools

Soft Skills

influencing stakeholderscross-functional collaborationexecutive-level communicationoperating independentlystrategic decision-makingproblem-solvingadaptabilityleadershipreportinggovernance

Certifications

Bachelor's degree