Sr. Digital Portfolio & Value Realization Lead
Listed on 2026-01-12
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IT/Tech
Data Analyst -
Finance & Banking
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Job Description SummaryThe Sr. Digital Portfolio & Value Realization Lead plays a pivotal role in establishing robust value realization frameworks for digital products, with a strong emphasis on scalability and impact across the organization. This position is responsible for designing and implementing standardized methods to measure, track, and communicate the tangible business value generated by digital transformation initiatives, enhancements, and product requests. In addition to overseeing capital and operational budgets, ensuring fiscal discipline and transparency in all digital investments—including projects, software, licenses, consultancy, and resource expenditures—the role collaborates closely with project leads and finance teams to optimize financial governance processes.
The individual drives executive-level reporting on budget status. As a subject matter expert, they facilitate financial planning and approvals while continuously evolving value realization frameworks to support scalable, data‑driven decision‑making and ongoing improvement throughout the digital portfolio.
AI/Digital Value Realization & Reporting
- Design, implement, and continuously enhance scalable value realization frameworks for digital products and initiatives, focusing on standardized measurement and reporting of business outcomes.
- Develop and maintain mechanisms to measure, track, and communicate the tangible value delivered by projects, enhancements, and digital requests, supporting data‑driven decision‑making.
- Lead the creation of robust reporting systems to monitor budget performance and the realization of business value, enabling continuous improvement.
- Collaborate with project teams to identify, quantify, and validate value realization opportunities throughout the digital portfolio.
- Lead the management of the overall Digital Transformation Capital and Operational budget, ensuring alignment with strategic objectives.
- Establish and maintain the baseline budget throughout the year, proactively addressing variances and communicating adjustments to key stakeholders.
- Serve as the subject matter expert and primary point of contact for budget requests involving new operational and capital expenditures.
- Lead the management of capital expenses for all Digital Transformation‑owned projects, ensuring that investments drive measurable business value.
- Oversee the tracking of all financial spending and purchase orders related to project delivery, consultancy, software/licenses, and resource allocation within Digital Transformation.
- Direct the chargeback process, ensuring accuracy and transparency in internal cost allocations.
- Create tracking mechanisms and reporting dashboards to easily communicate status of budget.
- Present executive‑level budget status readouts both on a regular cadence and as needed, utilizing clear, data‑driven insights.
- Guide project leads and Digital Transformation owners in adopting and maintaining best practices for budget management and financial governance.
- Collaborate with Finance Business Partners to review monthly invoices for all Digital Transformation projects, reconcile POs, identify discrepancies from plans, and coordinate updates with project leads.
- Bachelor’s degree in business, Finance, Information Technology.
- Minimum of 5 years of experience in portfolio management, finance management.
- Experience utilizing strong analytical and problem‑solving skills, with the ability to interpret complex data prior to make informed decisions.
- Experience demonstrating strong finance knowledge/experience.
- Experience working in a global, matrixed organization.
- Experience creating dashboards.
At BD, we are committed to supporting our associates’ well‑being, development, and success through a performance‑based culture. For this position, BD offers a competitive compensation package along with the following benefits specific to this…
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