Job Details

Portfolio Manager – Crowe

Join Crowe's global enterprise organization as a Portfolio Manager, leading strategic planning and portfolio management in a collaborative, innovation‑driven environment.

Overview

The Portfolio Manager reports to the Deputy CFO and partners with leaders across the firm to raise the standard of planning rigor and visibility, enabling fast, value‑aligned decisions.

Responsibilities

• Run the quarterly portfolio planning cadence, aligning 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 and administer ServiceNow SPM (Strategic Planning Workspace, Demand, Project/Portfolio, Resource, Financials).
• Support audits and controls around investment decisions and portfolio governance.

Qualifications

• Bachelor's in Business, Information Systems, Engineering, or related field required; advanced degree is a plus.
• 7–10 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 and 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.

Benefits

At Crowe, you will receive a comprehensive total rewards package that supports work‑life balance, career growth, and well‑being.

Wage Range

$87,200.00 – $179,500.00 per year (based on skill set, experience, certifications, and business needs).

Equal Employment Opportunity

Crowe LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, sexual orientation, gender identity or expression, genetics, national origin, disability, or protected veteran status, or any other characteristic protected by federal, state or local laws. Crowe LLP does not accept unsolicited candidates, referrals or resumes from any staffing agency, recruiting service, sourcing entity or any other third‑party paid service at any time. Crowe will consider all qualified applicants, including those with criminal histories, in compliance with applicable state and local laws (e.g., Fair‑Chance Ordinances).

Crowe is not sponsoring for work authorization at this time.