Portfolio Planning Resume Sample

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Owen Prosacco
4343 Harber Mount,  San Francisco, CA
+1 (555) 636 5836

Work Experience

Principal Portfolio & Planning
03/2017 - PRESENT
New York, NY
  • Progressive experience in developing and managing financial reporting processes functions in a large corporate setting
  • Expert knowledge with tools and techniques for planning, monitoring and controlling projects and programs at a portfolio level
  • Leverage the value in unit, department and platform-wide teams to develop better solutions and achieve a global mindset
  • Proven experience to develop quality deliverables
  • Proven success in managing complex change management initiatives
  • Proven success in the management of stakeholders at all levels of the organization
  • Background in Financial planning, budgeting and forecasts
  • Strongly developed leadership skills with the ability to inspire, develop and motivate others
Portfolio Planning Analyst
04/2014 - 12/2016
New York, NY
  • Resource Health: Are we resourced to deliver projects? Do we have the right resources assigned to our projects so that they can be delivered successfully? Which roles are in demand across the organization?
  • Application Portfolio: Which applications are reaching end of life? Where can we consolidate applications and move towards a standard? What is the total lifetime cost of our applications? How much are we spending to maintain our applications, and which of them are becoming too costly to maintain? Which need to be replaced?
  • Coordinate, monitor, & develop VWoA input for VW AG VAP in terms of model portfolio, market requirements, new technologies and NEV’s
  • Communicate internal positioning & strategy of defined vehicles.
  • Strong analytical, communication, project management, and operational skills
  • Travel domestically and internationally 15% of the time
  • Proficient in Excel spreadsheet database management and excellent PowerPoint presentation skills
Summer Intern Software Development SE Portfolio & Planning
07/2008 - 03/2014
Detroit, MI
  • Managing and directing overall planning and demand team activities and monitoring progress, including process health, capacity planning, and identification of/management of internal process improvement activities
  • Providing thought leadership for process-related activities: turning strategic plans into programs, identifying project framework, defining resource needs, and navigating the resource demand processes
  • Working in partnership with other leaders (internal and external to Business Engineering) engaged in the process to optimize the end-to-end planning and demand phases
  • Create a collaborative partnership among executive leaders and portfolio stakeholders and enables resource demand planning, change management, and investment pipeline planning decisions
  • Business Technology portfolio managers are responsible for gathering and reporting metrics that describe the state of the IT portfolio. They seek to answer questions such as
  • Project Portfolio Health: What is the status of our projects? What projects are going well? What are at risk of going over budget or being delivered late? Are there opportunities to combine similar projects across the company to reduce redundant investments?
  • Financial Health: Where are we spending our dollars? Are we allocating the right amount of funds towards our priority capabilities? Are we allocating the right amount of funds towards our business functions?


University of Phoenix - Lenexa Learning Center
2003 - 2008
Bachelor's Degree in Business

Professional Skills

  • Excellent people management and meeting facilitation skills
  • Excellent analytical skills, ability to see the big picture while understanding the detail
  • Demonstrated leadership skills, with the ability to create, cultivate and implement change
  • Very good communication skills, ability to adapt to diverse audiences & define the relevant level of detail
  • Assist with future planing by working on prioritizing, continuous improvement and roadmaps related to Midterm and Annual Planning
  • Familiar or experienced in quantifying consumer demand and trending via social media sources
  • Experience working with data analytics

How to write Portfolio Planning Resume

Portfolio Planning role is responsible for database, leadership, finance, retail, training, architecture, reporting, research, travel, facilitation.
To write great resume for portfolio planning job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Portfolio Planning Resume

The section contact information is important in your portfolio planning 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
  • Email
  • Telephone number

Work Experience in Your Portfolio Planning Resume

The section work experience is an essential part of your portfolio planning 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 planning 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 planning position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Portfolio Planning resume experience can include:

  • Good knowledge of MS Office, especially Excel (vlookups, pivot tables, ….) and PowerPoint
  • Development and application of a portfolio prioritization scheme
  • Actively manages top issues and priorities and issues across Demand pipeline to support strategic discussions
  • Supporting owner related communications, including supporting the resolution of key issues and occurrences
  • Supporting Capital Planning efforts in the region through three-year capital plan analysis and tracking
  • Building a positive, attentive relationship with the hotels and providing increased visibility to Product Quality Framework

Education on a Portfolio Planning Resume

Make sure to make education a priority on your portfolio planning resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your portfolio planning 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 Planning Resume

When listing skills on your portfolio planning 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 planning skills:

  • Able to multi task and prioritize work load while leading cross-functional areas to synergistic collaboration
  • Manage the prioritisation and shaping of work as it enters the platform for delivery
  • Communication of platform direction and portfolio prioritsation – including related stakeholder management
  • Provide input in to business case development, prioritites and roadmaps, identifying benefits, costs and release considerations
  • Experience in Project portfolio planning
  • Comfort with uncertainty, strong scenario planning & anticipation capabilities

List of Typical Skills For a Portfolio Planning Resume


Skills For Portfolio Planning Analyst Resume

  • Builds a strong network and rapport with peers
  • Work closely with incumbent’s manager to develop new and effective ways to measure portfolio growth
  • Enterprise Architecture / Business Architecture experience in Retail industry required
  • Experience in IS / project support
  • Resistance to pressure and ability to prioritize
  • Rate:Negotiable based on experience

Skills For Principal Portfolio & Planning Resume

  • Providing administrative support to New Build processes, including helping to run Core Team meetings and documenting meeting minutes
  • Educating General Managers/Planning Committee members on regional and global product launches
  • Drive cross-functional alignment & decision making by identifying and compiling scenarios
  • Maintain standard Operational reporting by ensuring Operational Business Objectives accurately documented
  • Performs research and analysis on Operational activities to assist with driving decisions

Skills For Product Portfolio Planning Manager NAR Resume

  • Coordinate the epreparatory work for the monthly US IS Portfolio Calibration meeting
  • Communicate the portfolio process and relevant changes to the broader US IS org including project managers and business consultants
  • Lead and coordinate activities of planning teams (demand and supply planners) dedicated to NPI projects
  • Position:Portfolio Planning Analyst
  • Serves as a consultant to the Leadership Team

Skills For Global Portfolio Planning Manager Resume

  • Initiates timely and focused communications with little direction
  • Leveraged to help creative tools/utilities to help project managers track and manage projects
  • Focus in finance and some technology/IT exposure
  • Maintains positive relationships with all internal and external Customers to ensure that all Operational Planning activities are adequately informed and performed in a collaborative manner. Represents the role model of a healthy and spirited department and team culture
  • Leverages tools and implements appropriate gauges (Budget, Schedule etc.) to evaluate and communicate initiative status
  • Self-starters that have the ability to analyze research data and provide insights/POV

Skills For Business Consultant Operational Portfolio & Planning Resume

  • Creatively driven style to take on tasks that produce outcomes outside the “norm”
  • Able to deliver concise product proposals through high level presentations
  • Representing the interests of the Volkswagen brand in the NAR market in the “Konzern-Produktplanungsrunden”. Preparation of project-specific committees’ decisions (VAP, PSK or project boards) and ensuring their implementation
  • Confidence and ability to manage a small team of Business Management Analysts as they provide general research, evaluation, operational, reporting and/or analytical support to broad or specialized areas
  • Sound knowledge and understanding of the business and technology, organizational practices and disciplines, external competition, industry and market trends in relation to your own function or business
  • Financial forecasting of active and new pipeline projects

Skills For Manager, Portfolio Planning & Prioritization Resume

  • Puts the client at the centre of everything they do
  • Manage the ongoing productivity and delivery of the platform
  • Competitive assessment industry/segment trends forecasting
  • Define overall product lifecycle plan, scenario planning / game theory – tactical execution
  • Develop positioning for each product in the portfolio to address the overall strategy and customer needs
  • Development of the FY20 investment plan
  • Addition of future project work (in-year pipeline projects) into Project Online
  • Identification and maintenance of cross portfolio dependencies
  • Manage the product plan for a brand(s)

Skills For Product Initiative Portfolio & Planning Manager Resume

  • In coordination with individual hotels, preparing financial analysis and ROI analysis for renovations. When required, assisting in the presentation of findings to owners in PowerPoint presentations
  • Working with Sourcing & Procurement’s finance lead to communicate budget requirements for new and operating hotels, as well as comprehensive renovation budgets for existing hotels
  • Establish and document a consistent process to track, report and communicate portfolio changes
  • Develop reports to support review, assessment and awareness of the US IS portfolio plan
  • Develop and maintain portfolio change log to ensure accurate process step execution
  • Participate in cross-functional teams and act as the main planning point of contact for allocated NPIs. Be accountable for end-to-end visibility on planning activities (demand visibility, global supply picture, supply and demand reconciliation & commit)

Skills For Principle, Portfolio Planning Resume

  • Plan for seamless transitions from the 'as is' configuration to the 'to be' state, incorporating Six Sigma, Project Management Excellence and Lean
  • Ensure inclusion of projects within global S&OP process
  • Identify, manage and escalate constraints, risks and deviations to projects objectives
  • Support and participate in the implementation of standard planning processes, especially maturing S&OP activities. Drive continuous improvements in Global Supply Chain processes
  • Supervise / coach / mentor Supply Chain Project leads, specialists, analysts or co-ops. Train users and stakeholders on processes and systems
  • Know and follow all laws and policies applicable to the job and maintain the highest level of professionalism, ethics and compliance at all times
  • Additional tasks as assigned by the Plan Manager

Skills For Manager, Portfolio Planning Resume

  • Partner with and influence multiple functional groups and hierarchical levels
  • Proactivity, customer focus, collaborative & “can do” mindset
  • Support intake requests and related processes (due diligence across various stakeholders for intake form, definition of prioritization with regional leads and executive alignment, commitment for sequence and sizing estimate)
  • Supports ongoing training and guidance to all partners and key stakeholders on the intake process and interaction model
  • Works with key shared functions such as Risk, Resourcing, Portfolio/Delivery leads to support capacity management and resourcing activities
  • Responsible for continuous improvements to business processes to maximize efficiencies and leverage synergies across intake process

Skills For Enterprise Portfolio Planning Manager Resume

  • Lead all functional and business level communications to ensure messages to stakeholders and/or employees are consistent, appropriate and aligned to business strategies and executive management direction
  • Define overall KPI model and manage value delivered
  • Duration:1+ year W2
  • Leads relationships with corporate and control functions to ensure alignment with enterprise and regulatory requirements. Ensure ongoing compliance or alignment with TD project management methodologies ensuring recognized project management processes, discipline and controls are consistently applied to projects, and investigating and escalating issues to leadership as appropriate

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