Portfolio Planning & Reporting Lead

We're supporting a major organisation undergoing significant transformation and are looking for an experienced Portfolio Planning & Reporting Lead to establish and enhance portfolio planning, performance management, resource forecasting, and reporting capabilities across a complex delivery environment.

Contract: Inside IR35Duration: Until 31st March 2027
Location: Liverpool (2 days per week on-site)
Rate: Competitive Day Rate

Key Responsibilities

• Develop and maintain integrated portfolio plans aligned to strategic objectives.
• Establish robust planning, forecasting, resource management, and dependency management processes.
• Deliver high-quality performance reporting, dashboards, and management information for senior leadership teams.
• Provide portfolio insights, forecasting, and analysis to support strategic decision-making.
• Drive improvements in governance, assurance, and delivery oversight.
• Identify and manage portfolio risks, issues, dependencies, and resource constraints.
• Lead the automation and enhancement of reporting processes, reducing manual effort and improving data quality.
• Work collaboratively across PMO, Programme Delivery, Finance, and operational teams to improve organisational planning and performance.

Essential Experience

• Proven experience establishing or transforming Portfolio Planning, PMO, Resource Management, or Performance functions within a large, complex organisation.
• Strong background in portfolio governance, resource forecasting, capacity planning, and performance management.
• Experience designing and implementing portfolio-level reporting frameworks and executive dashboards.
• Track record of influencing senior stakeholders and providing decision-support information at leadership level.
• Experience leading business improvement or organisational change initiatives.

Technical Requirements

• Strong experience implementing and integrating Microsoft planning and reporting platforms.
• Hands-on experience with Power BI, Azure DevOps (ADO), Microsoft Planner, and wider Microsoft 365 tooling.
• Experience developing automated reporting solutions, dashboards, and management information frameworks.
• Excellent analytical skills with the ability to translate complex data into meaningful insights and recommendations.

What's on Offer?

• Long-term contract through to March 2027.
• Opportunity to shape and mature a large-scale portfolio planning and reporting capability.
• Hybrid working 2 days per week in Liverpool.
• Inside the IR35 contract.
• High-impact role working with senior leaders on strategic transformation initiatives.

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