Salesforce

Portfolio Strategy – Financial Governance Lead

Salesforce

full-time

Posted on:

Location Type: Hybrid

Location: New York City • California • New York • United States

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Salary

💰 $117,400 - $177,600 per year

Job Level

Senior

About the role

  • 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, and deliver executive-ready reporting
  • Working cross-functionally with Finance, Workforce Planning, and Pillar leaders to ensure investments are aligned
  • Own and evolve the EDD and DET Source of Truth (SOT), ensuring data integrity and accessibility
  • Develop and deliver executive-ready materials and strategic insights

Requirements

  • Bachelor's degree in Business, Finance, Operations, or a related field and/or equivalent work experience
  • 7–10+ years of experience in one or more of the following: 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
  • time off programs
  • medical, dental, vision, mental health support
  • paid parental leave
  • life and disability insurance
  • 401(k)
  • employee stock purchasing program
Applicant Tracking System Keywords

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

Hard Skills & Tools
analytical skillsfinancial planningcapacity planningportfolio managementprogram managementbusiness operationsmanagement consultingdata integrityexecutive reportingstrategic insights
Soft Skills
influencealignmentindependenceadaptabilitycommunicationcross-functional collaborationstrategic decision-makingexecutive-level communicationproblem-solvingleadership