Portfolio Planner

We are now looking for a Portfolio Planner on the behalf of our client.

Background:

Join us as a Portfolio Planner and become the driving force behind operational excellence in portfolio planning. In this role, you will not only take ownership of identifying Portfolio (processes, data and tools) gaps, proposing solutions, and ensuring identified improvements reach full implementation but you will also develop advanced tools and Power BI dashboards. If you thrive on turning complex data into actionable insights and enjoy influencing change through technology and collaboration, this is your opportunity to make a real impact.

Key responsibilities:

Portfolio Planning:

Proactively identify gaps and underperforming processes, analyze bottlenecks, and drive improvements independently (from gap identification through solution design and full implementation readiness) working closely with stakeholders to ensure alignment with organizational objectives

Maintain and update the integrated portfolio roadmap aligned with business needs and other organisations

Ensure transparency of data through clear visualization (Portfolio views, programmes views, project views, org workload, KPIs, Decisions, Financial views, etc.)

Benchmark outside the organization to identify possible improvement opportunities

Governance & Reporting:

Support governance forums with data-driven insights and recommendations

Ensure data accuracy of portfolio dashboards, KPIs, and status reports for better-informed strategic and operational decisions

Data Collection & Preparation:

Gathering data from primary and secondary sources. Ensuring data accuracy and consistency by organizing and preparing it for analysis

Optimizing data management to fit consumption purposes

Tool Development & Automation:

Design and develop Power BI dashboards for portfolio reporting and KPIs

Create automation workflows using Power Automate and VBA scripts to streamline processes

Integrate new tools into existing infrastructure with minimal disruption

Data Management & Integration:

Optimize data flows between SAP, PlanView, and other portfolio systems

Prepare and organize data for consumption and decision-making

Oversee the implementation process of new systems/tools and integrate them into existing infrastructure with minimal disruption

Knowledge & Skills:

Procedures, processes and needs: Knowledge of organizational processes, procedures, systems, tools and existing data/information (Waterfall, Agile, PlanView, SAP, Early management, etc.)

Familiarity with financial planning and budgeting processes

Deep knowledge of computer science, IT infrastructure, and systems

Advanced Power Automate skill

Deep understanding of SAP transactions and dataflows

Advanced PowerBi development skills

Able to create VBA scripts to improve Excel files usage

Qualifications:

Bachelor's or Master’s degree in Business, Engineering, Finance, or related field.

3–5+ years of experience in portfolio planning, project management, or strategic planning.

Profile:

Driven and Problem-solving oriented: able to identify gaps, provide solutions and drive the solution implementation proactively, supporting business productivity and growth

Detailed oriented: Solutions must be robust and fully aligned with stakeholders

Change management aware

Ability to influence without authority and drive cross-functional alignment

Fluent English

Able to thrive in a multicultural, high-pace environment

Your Application

Does the role sound interesting and like a good fit? We recommend submitting your application as soon as possible, as we are conducting interviews on an ongoing basis and the position may be filled before the application deadline. We can only receive and process your application if you register your CV in our portal. Due to GDPR regulations, we cannot accept applications via email. We warmly welcome your application! The assignment is part of Quest Consulting’s staffing services.

About Us

We are specialists in IT, Technology, HR, Administration, and Finance. Our goal is to be your personal partner, which is why it is very important to us to work according to our core values. Our key principles are to be Personal, Innovative, and Professional.