About the job

Project Management Support Executive – Financial Portfolio Management, PMO & Excel

Toronto, ON - Hybrid (4 Days WFO)

Role Descriptions

In this role, you will manage financial tracking and reporting for the Caribbean Banking Project Portfolio and support annual planning for Application Development/In Segment budgets.

Responsibilities include:

• Overseeing project record onboarding, maintenance, and closure.
• Ensuring financial data accuracy throughout the project lifecycle.
• Monitoring portfolio performance against targets.
• Maintaining project minutes, artifacts, and data.
• Reviewing change requests and project capitalization assessments.
• Responding to IT project audits.
• Preparing Investment Review Board information decks and executive dashboards.

What will you do?

• Monitor and review Application Development/In Segment portfolio performance, ensuring projects maintain budget adherence, accurate financials (actuals/forecast), and correct status tracking (open, closed, cancelled, or on hold). Flag inconsistencies and variances immediately.
• Conduct monthly forecast analysis to identify financial variances and ensure delivery against plan.
• Monitor resource allocations and alert stakeholders if resources are not fully allocated.
• Provide required forecasts to the Personal Banking & Digital Technology team for the Caribbean Banking portfolio.
• Facilitate review and preparation of Investment Review Board (IRB) agendas; document actions and minutes.
• Present materials at the IRB and document minutes/actions.
• Support IRB prioritization and planning sessions with information required.
• Support project audits and assessments, leading the technology evaluation components.
• Maintain accurate Application Development/In Segment spend/forecast/approved amounts in Planview book of records by preparing and uploading data extracts from IT system.
• Prepare monthly portfolio dashboards (financials) and portfolio metrics.

What do you need to succeed?

Must-have:

• Bachelors degree in Business Administration, Finance, Project Management, Computer Science, or related field; or equivalent professional experience.
• 3+ years experience in financial project portfolio management, project finance, or PMO coordination.
• Proven experience with financial tracking, budgeting, and variance analysis.
• Strong proficiency with Excel, financial reporting tools, and dashboarding platforms.
• Experience supporting executive-level reporting and Investment Review Board processes.
• Demonstrated knowledge of project management methodologies and PMO governance.

Nice-to-have:

• Experience in banking or financial services.
• Familiarity with Agile project methodologies.
• Experience with enterprise project management tools.