Portfolio Manager

Overview

Portfolio Manager leads enterprise strategic planning and portfolio management for the organization, reporting to the Deputy CFO. In this capacity, there is tight collaboration with leaders across the firm. This role uses Service Now Strategic Portfolio Management (SPM), specifically the Strategic Planning Workspace, to run the planning cadence, score and prioritize potential investments, and keep business‑unit portfolios healthy and transparent. You’ll facilitate decision forums and scenario planning, and coach business‑unit portfolio leads so data quality and governance stay tight.

The mandate: raise the standard of planning rigor and visibility so leaders can consistently make faster, better, value‑aligned decisions.

• Run the quarterly portfolio planning cadence, tie proposals and funding decisions to strategy.
• Define and evolve scoring models, business case templates, and prioritization criteria; facilitate scoring workshops and steering forums.
• Build and maintain executive dashboards (roadmaps, capacity, cost/benefit, health/risks, benefits realization) for leadership visibility.
• Coach business‑unit portfolio leads on intake, backlogs, dependencies, and data quality within Service Now.
• Oversee intake/triage of new demand across business units; ensure clear problem statements, value hypotheses, costs, and benefits before prioritization.
• Partner with Finance, HR, Strategic Growth Office, Firm Risk Management, and Technology to align funding models, cost tracking, and workforce planning to portfolio priorities.
• Establish governance standards (stage gates, RACI, definitions, update SLAs) and monitor adherence; remediate data quality issues.
• Track portfolio outcomes and benefits; report variances vs. plan and drive corrective actions.
• Lead change management and training to drive consistent SPM adoption across stakeholders.
• Continuously improve processes by benchmarking best practices and adopting relevant Service Now releases.
• Collaborate with Technology to configure/administer Service Now SPM (Strategic Planning Workspace + Demand, Project/Portfolio, Resource, Financials).
• Support audits/controls around investment decisions and portfolio governance.

• Bachelor’s in Business, Information Systems, Engineering, or related field required; advanced degree is a plus.
• 7–10 years in portfolio management, PMO, or strategic planning; hands‑on running of enterprise planning cycles and governance.
• 3+ years with Service Now SPM, including Strategic Planning Workspace; familiarity with Demand, Project/Portfolio, Resource, and Financials modules.
• Proven ability to design/operate scoring models, business cases, and prioritization frameworks tied to measurable outcomes.
• Strong analytical and financial acumen (ROI, NPV, cost/benefit, capacity/throughput); advanced Excel; BI tools (Power BI/Tableau) preferred.
• Excellent facilitation and executive communication; able to influence without direct authority.
• Change management and training experience to drive tool/process adoption.
• Certifications preferred:
  Service Now CSA and CIS‑SPM/PPM; PMI PfMP or PMP; SAFe Lean Portfolio Management (LPM).
• Experience in professional services/consulting or multi‑business‑unit environments is advantageous.
• Ability to travel for planning events and stakeholder workshops.
• We appreciate talent from all over the United States and are willing to consider candidates who may not be located near a Crowe office location for this role/opening.

• Your exceptional people experience starts here. At Crowe, we care about our people and offer employees a comprehensive total rewards package.

The Final date to receive applications for this role is 02/28/2026.

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability or protected veteran status, or any other characteristic protected by federal, state or local laws.