Portfolio Manager

Crowe Portfolio Manager

Your journey at Crowe starts here : At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and leadership. Over our 80-year history, delivering excellent service through innovation has been a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions, to enhance our services. Join us at Crowe and embark on a career where you can help shape the future of our industry.

Job Description

The 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 ServiceNow 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.

Responsibilities

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 ServiceNow.

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 ServiceNow releases.

Collaborate with technology to configure / administer ServiceNow SPM (strategic planning workspace + demand, project / portfolio, resource, financials).

Support audits / controls around investment decisions and portfolio governance.

Qualifications

Bachelor's in business, information systems, engineering, or related field required; advanced degree is a plus.

710 years in portfolio management, PMO, or strategic planning; hands-on running of enterprise planning cycles and governance.

3+ years with ServiceNow 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 : ServiceNow 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.