Portfolio Planner Resume Sample
Kip Hilll
714 Kaci Isle,
Houston,
TX
+1 (555) 341 2576
Work Experience
Regional Portfolio Planner
08/2016
-
PRESENT
Chicago, IL
- Plan projects on high-level, in a portfolio context of 100+ small and large projects
- Maintain the project portfolio roadmap
- Ensure dependency checks within the portfolio and solving of related risks and issues
- Support and facilitate project prioritization process
- Identify suitable IS Project Managers, pre-assign them and assign them to projects after confirmation
- Forecast resource needs to workforce managers and resource pools
- Monitor progress (comparison of plan to actual and forecast)
Portfolio Planner
01/2010
-
04/2016
Phoenix, AZ
- Identify potential synergies within portfolios and raise to stakeholders
- Manage other complex, multi-functional, and high profile, strategic initiatives fundamental to the district’s strategy and goals
- Analyzes and assesses markets and segments, industry trends, and competitive data to provide recommendations about product strategy and design
- Manages cross-functional project teams comprised of employees and customers to define, design, and test new ClearView product solutions and enhancements
- Collaborates with the ClearView team to define and manage project scope, resources, and timeframes
- Supports sales and customer service leadership by collaborating to develop strategies and processes that facilitate successful product adoption throughout the organization and the WEX customer base
- Assists field sales personnel, as necessary and appropriate, to win new business
Finance Project & Portfolio Planner
10/2003
-
07/2009
San Francisco, CA
- Conducts platform training for customer service, sales, and ClearView customers
- Develops written materials, such as presentations, digital content, user guides, class content, and white papers
- Assists with the development and execution of the product roadmap
- Assists Marketing to develop acquisition and retention communication strategies and campaigns
- Builds and maintains productive relationships with team members, supporting departments, and customers
- Provides technical and product support for customers, as needed
- Maintains technical knowledge by attending conferences, reading professional publications, and monitoring industry trends
- Consult with internal and external stakeholders regarding systems, products, projects and works needed to ensure accurate assessment, scoping, scheduling, estimation, delivery structures, funding and costing for all work requests prior to allocation of work to delivery
Education
Maharishi University of Management
1997 - 2002
Bachelor's Degree in Computer Science
Professional Skills
- Support the Financial Forecasts processes for the Technology Business Areas and assist explaining any variances and potential impacts to the overall portfolio plan
- Support implementing Quarterly Rolling Planning across BI, including the roll out to stakeholders and ensuring the concepts of the planning are embedded at this level
- Support the presentation of Plan Drivers and/or Investment Themes of the overall portfolio and plan in a succinct manner to all senior stakeholders in order to enable them to understand and agree the investment governance decisions
- Support the implementation New Demand across BI Technology, by ensuring additions to the plan are captured, the impacts appropriately assessed and the outcomes presented to the relevant governance body in order for them to support investment governance decisions
- Support and maintaining key relationships with the relevant technology stakeholders, including project and programme managers, AE’s and relevant TC Change Leads
- Strong interpersonal skills: ability to communicate effectively and establish relationships with project teams, customers, and business partners
- Strong relationship, facilitation, and team-building skills while also possessing the ability to work tactically and independently
How to write Portfolio Planner Resume
Portfolio Planner role is responsible for manufacturing, powerpoint, procurement, training, marketing, architecture, reporting, design, digital, software.
To write great resume for portfolio planner job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Portfolio Planner Resume
The section contact information is important in your portfolio planner resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Portfolio Planner Resume
The section work experience is an essential part of your portfolio planner resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous portfolio planner responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular portfolio planner position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Portfolio Planner resume experience can include:
- Provide advice to senior management regarding delivery approaches & structures, project resourcing, scheduling and priorities to enable effective project delivery and redeployment to high priority works
- Manage the forward planning schedule for all initiatives within the delivery portfolio and ensure alignment between individual initiatives, escalating for management action conflicts with new initiatives or changed plans, which adversely impact on capability implementation dates or benefit realisation
- Provide advice to senior management, program and project managers regarding overall portfolio; structure, management and performance, including optimum program and project planning and work breakdown structures
- Plan, report and ensure delivery capability and capacity matches the delivery portfolio schedule, resource demand profile and work with the delivery capability to balance
- Opportunity for professional development in an international environment and for increasing your abilities and skills in various areas
- Utilising agreed prioritisation criteria; develop, evaluate and manage new project and initiative proposals from the pipeline
Education on a Portfolio Planner Resume
Make sure to make education a priority on your portfolio planner resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your portfolio planner experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Portfolio Planner Resume
When listing skills on your portfolio planner resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical portfolio planner skills:
- Are an analytical, critical and rational thinking person, with very good judgement and decision making skills
- Solid field or manufacturing troubleshooting skills
- Strong quantitative skills and ability to synthesize disparate data
- Superior organizational and PC skills required; including: Word, Excel, and PowerPoint
- Strategic thinker who can use resources efficiently and effectively to execute to plan
- PC skills: Word, Excel, PowerPoint and Outlook, Tableau
List of Typical Skills For a Portfolio Planner Resume
1
Skills For Regional Portfolio Planner Resume
- Work experience in strategy, planning, operations, finance, or related functional area
- Demonstrated success managing multiple complex projects with limited supervision
- Are able to judge from a strategic point-of-view; have a good understanding of business context
- Experienced in dealing with customers
- SAP Experience in the Service Planning Module
- Extensive knowledge of and demonstrated success in market segmentation
- Experience of managing complex interdependencies between projects and programmes within a large investment bank, Corporate Bank or Cards business). (5+ years)
2
Skills For IS Project Portfolio Planner Resume
- Experience of structuring projects/programmes of work. (5+ years)
- Experience of establishing common procedures and process across multiple teams
- Experience of working with process and technology designs team
- Good knowledge of Risk Management and are able to act upon risks
- Sound experience in ABB’s practices in project management (Regional or Group Portfolio Level)
- Validates that plans are achievable within the constraints of budget, resources and schedule
- Supporting the overall BI COO Planning Lead to deliver the overall vision and strategy for the portfolio planning function
- Supporting the annual Medium Term Plan (MTP) process for the overall change and run-the-bank budgets across BI
3
Skills For Finance Project & Portfolio Planner Resume
- Understanding of IS Architecture at ABB
- Working with stakeholders to provide portfolio views tailored to their requirements i.e. local entity, decomms, process or data improvements
- Help shape the overall portfolio and team strategies by identifying and highlighting inefficiencies and proposing viable alternatives
- Customer service and understanding customer needs
- Sound understanding of IS Architecture at ABB
- Create and maintain complete service plan on SAP covering scheduled work, upgrades, and refits
- Able to working at customer’s office at Yingchuan
4
Skills For Product Portfolio Planner Resume
- Translate customer and market needs into value-added product solutions
- Knowledge and interest in the Agile development methodology
- Programme or Project Manager with demonstrable exercise of delivering front-to-back business solutions (technology and/or non-technology) in a large investment bank (5+ years)
- Some level of experience of portfolio management or wishes to move into portfolio management and can clearly articulate the principles, its importance and possible techniques. (5+ years)
- Experience of managing and communicating to senior stakeholders and sponsors (5+ years)
- Experience of cross team delivery, including those outside of your immediate chain of line management within a large investment bank. (5+ years)
5
Skills For Senior Director, Portfolio Planner Resume
- Experience of working in an Agile manner, ideally scaled Agile (cross team)
- An exciting job in a company promoting innovative and modern technologies
- Demonstrable risk and control awareness, and understanding of risk and control in the broad business context
- Business knowledge across Cards, Corporate or Markets (5+ years)
- Work in a matrix environment. (5+ years)
- Portfolio level risk/ benefit and dependency management
- Are able to judge from a strategic – overall – point-of-view
6
Skills For Project Resource Portfolio Planner Resume
- Be able to work with virtual teams in the international environment
- Have the confidence and ability to make independent decisions
- Are able to work with virtual teams in the international environment
- Agree a portfolio of initiatives which support and deliver to our business and technology goals
- Agrees a clear set of business outcomes and delivery dates for these initiatives
7
Skills For IT Portfolio Planner Resume
- Plan and coordinate the scheduled service, emergency breakdown and upgrade work on the All of Ningxia PS period site for customer
- Supply costumer an effect resource plan and optimum the maintenance plan for the multi-wind farms
- Support and discuss the work plan with all POC
- Develop and maintain service plan in SAP or the system of customer
- Plans achieved within required safety standards
8
Skills For Consumer Mobility Senior Portfolio Planner Resume
- Wind farm performance requirements are met
- Procurement of spare parts in line with service plan
- Forecast the spare parts and tools requirement, reminder customer prepare the parts and tools advance
- Intermediate user of MS office and exposure to service specific software
- Global IT teams
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