Enterprise Portfolio Lead, Transformation Office

Job Description

Job Summary:

The Enterprise Portfolio Lead is the day-to-day owner of the integrated enterprise transformation portfolio This role converts enterprise strategy and executive direction into a transparent, decision-ready portfolio view that enables leaders to prioritize investments, sequence work, balance capacity, manage dependencies, and intervene when outcomes are at risk The role leads portfolio intake, planning, governance, and performance routines across Transformation Office initiatives while partnering closely with delivery, change, value, analytics, Finance, Technology, and business leaders The

Enterprise Portfolio Lead does not replace executive sponsors, business owners, or initiative delivery leads Instead, the role creates the discipline, evidence, and cross-portfolio coordination required for those leaders to make informed decisions and deliver enterprise outcomes

Job Duties:

Portfolio intake and qualification

Manages the enterprise intake process for proposed transformation initiatives, including required business need, strategic alignment, intended outcomes, sponsorship, ownership, value, risk, capacity, and readiness information

Facilitates initial qualification and due diligence with sponsors, business owners, Finance, Technology, Change, and other partners

Identifies proposals that are duplicative, insufficiently defined, misaligned to strategy, or not ready for investment

Prepares clear recommendations to advance, refine, defer, combine, or decline proposed initiatives

Maintains a transparent pipeline of proposed, approved, active, paused, and completed work

Prioritization and portfolio planning

Translates enterprise strategy into practical prioritization criteria and portfolio decision frameworks

Leads annual, quarterly, and ad hoc portfolio planning and reprioritization cycles

Assesses initiatives across strategic importance, enterprise value, urgency, risk, complexity, capacity, dependencies, change impact, and organizational readiness

Develops scenarios and tradeoff analyses that show the implications of starting, stopping, accelerating, pausing, or resequencing work

Recommends a balanced portfolio that reflects enterprise priorities and realistic delivery capacity

Integrated roadmap and dependency management

Maintains the integrated enterprise transformation roadmap across priorities, programs, and major projects

Identifies cross-initiative dependencies, shared milestones, resource conflicts, decision constraints, and sequencing risks

Coordinates with delivery leads to ensure initiative plans align with portfolio commitments and enterprise timing

Facilitates resolution of conflicts that cannot be solved within a single initiative

Escalates portfolio-level dependencies and tradeoffs with clear options, implications, and recommendations

Portfolio governance and decision support

Designs and manages portfolio review routines, stage gates, and governance calendars

Prepares decision-ready materials for the National Managing Principal, Executive Team, sponsors, and portfolio governance forums

Maintains an integrated view of portfolio health, including outcomes, milestones, risks, issues, dependencies, decisions, value, adoption, and capacity

Ensures governance discussions focus on enterprise outcomes, tradeoffs, and required decisions rather than activity reporting

Tracks portfolio decisions, conditions, and executive commitments through closure

Capacity and resource visibility

Maintains a portfolio-level view of resource demand, available capacity, critical skills, and competing commitments

Partners with functional leaders and delivery leads to identify resource gaps and timing constraints

Supports recommendations regarding staffing, sequencing, secondments, contractors, and surge capacity

Identifies when portfolio demand exceeds enterprise execution or change capacity

Provides evidence-based recommendations to rebalance work before capacity constraints cause avoidable delays

Portfolio performance and continuous improvement

Partners with Analytics and Reporting to establish portfolio data standards, reporting cycles, quality controls, and executive views

Analyzes patterns in delivery performance, decision aging, risks, dependencies, adoption, value realization, and resource utilization

Identifies systemic execution issues and recommend corrective actions across the portfolio

Maintains portfolio history, lessons learned, and decision rationale to improve future planning

Refines portfolio methods, tools, and governance practices as the Transformation Office matures

Other duties as required

Supervisory Responsibilities:

Establishes performance goals and operating expectations for direct reports

Conducts performance reviews and provides ongoing performance feedback

Allocates work, monitors workload, and addresses performance concerns

Qualifications, Knowledge, Skills and Abilities:

Education

High school diploma or G.E.D., required

Bachelor’s degree; focus in relevant portfolio, program, project, strategy, or transformation credentials, preferred

Experience

Six (6) years of experience in enterprise portfolio management, strategic planning, transformation, program management, corporate strategy, or an enterprise PMO, required

Experience managing a portfolio of complex, cross-functional initiatives in a matrixed organization, preferred

Experience applying an understanding of portfolio intake, prioritization, sequencing, stage-gate governance, capacity planning, dependency management, and performance reporting, preferred

Experience synthesizing incomplete or competing information into clear options, tradeoffs, and recommendations for senior leaders, preferred

License(s)/Certification(s)

Project Management Professional (PMP), preferred

Certified Associate in Project Management (CAPM), preferred

Portfolio Management Professional (PfMP), preferred

Program Management Professional (PgMP), preferred

Prosci Change Management certification, preferred

Additional portfolio, program, Agile, change management, or transformation-related certifications, preferred

Software

Microsoft Office, required

Portfolio and project management technologies, including Microsoft Planner, Microsoft Project for the Web, Azure DevOps, Power BI, Microsoft Teams, and related portfolio reporting and collaboration platforms, preferred

Financial planning and analysis software, preferred

Language(s)

N/A

Other Knowledge, Skills & Abilities

Strong business acumen and understanding of professional-services operating models

Experience partnering with Finance, Technology, change, analytics, and business leaders

Excellent facilitation, executive communication, stakeholder-management, and influencing skills

Strong analytical judgment, attention to detail, and ability to move between strategic and operational work

Ability to challenge assumptions and hold leaders accountable without relying on positional authority

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $150,000 - $200,000

Maryland Range: $150,000 - $200,000

NYC/Long Island/Westchester Range: $150,000 - $200,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits\* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

\*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets

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Job Info

Job Identification

14345

Job Category

Operational Support

Posting Date

10/12/2026, 07:06 PM

Job Schedule

Full time