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 4/1/2026full-timeNew York City • California, New York • 🇺🇸 United StatesSenior💰 $117,400 - $177,600 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, 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

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 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

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

analytical skillsfinancial planningcapacity planningportfolio managementprogram managementbusiness operationsmanagement consultingdata integrityexecutive reportingstrategic insights

Soft Skills

influencealignmentindependenceadaptabilitycommunicationcross-functional collaborationstrategic decision-makingexecutive-level communicationproblem-solvingleadership