Senior Manager - Program Management

<p class="p1"><strong>Donnelley Financial Solutions (DFIN)</strong> is the leading provider of innovative, software and technology&ndash;enabled financial regulatory and compliance solutions. Supporting every stage of our clients&rsquo; business and investment lifecycle, DFIN provides regulatory filing and transactional deal solutions to public and private companies, mutual funds, and other regulated investment firms.</p>

US

DFIN

<p>Donnelley Financial Solutions (DFIN) is the leading provider of innovative, software and technology-enabled financial regulatory and compliance solutions.</p> <p>We provide regulatory filing and deal solutions to public and private companies, mutual funds, and other regulated investment firms. We support every stage of our clients&rsquo; business and investment lifecycles.</p> <p>After 33 years as the financial division of RR Donnelley &amp; Sons, DFIN became a standalone public company on October 1, 2016.</p> https://www.dfinsolutions.com/

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Full Time

Overview: <br />The Portfolio Manager, Workflow Transformation serves as the portfolio orchestration and governance lead within the Workflow Transformation & Architecture organization. This role manages the integrated transformation portfolio across initiatives, pilots, roadmap workstreams, vendor engagements, implementation sequencing, and operational readiness activities.<br /> <br />Working directly with the Leader, Workflow Transformation & Architecture, this role coordinates across Operating Model Design, Transformation Delivery, Operating Model Enablement, Offshore Partner Strategy, Data Reporting, Client Service Delivery, and other cross-functional partners to align priorities, surface dependencies, manage risks, escalate decisions, and provide executive visibility into progress, trade-offs, and outcomes.<br />
Responsibilities: <ul> <li>Manage the Workflow Transformation portfolio, maintaining visibility across initiatives, pilots, roadmap workstreams, vendor engagements, operational improvement efforts, and implementation readiness.</li> <li>Coordinate planning, prioritization, governance, reporting, and executive review routines across Operating Model Design, Transformation Delivery, and Operating Model Enablement functions.</li> <li>Maintain a portfolio-level view of resource demand, capacity constraints, sequencing trade-offs, and implementation readiness across transformation initiatives.</li> <li>Coordinate portfolio visibility across vendor-supported initiatives, ensuring vendor-dependent milestones, risks, decisions, and delivery impacts are reflected in portfolio governance.</li> <li>Maintain the integrated transformation roadmap, including initiative sequencing, milestones, decision points, dependencies, risks, issues, resource needs, and operational transition activities.</li> <li>Partner with Transformation Architects to translate roadmap priorities, capability plans, future-state designs, and investment recommendations into executable portfolio plans.</li> <li>Partner with Transformation Delivery leaders and Operating Model Enablement / Process Design &amp; Governance to incorporate scope, UAT/pilot status, rollout readiness, process impacts, SOP needs, adoption risks, and governance requirements into portfolio plans.</li> <li>Develop portfolio dashboards, status reports, executive scorecards, steering committee materials, transformation metrics, and value-realization reporting.</li> <li>Facilitate leadership alignment on priorities, sequencing decisions, investment recommendations, open risks, resource constraints, and portfolio changes.</li> <li>Help establish portfolio management standards, intake processes, governance frameworks, reporting templates, risk/issue routines, and transformation operating rhythms.</li> </ul>
Requirements: <br /> <ul> <li>Bachelor&rsquo;s degree in Business, Operations, Organizational Leadership, Program Management, Information Systems, Finance, Engineering, Business Analytics, or a related discipline.</li> <li>7&ndash;10 years of experience in portfolio management, program management, transformation management, operational excellence, consulting, PMO leadership, technology-enabled change, or enterprise initiatives.</li> <li>Experience managing multiple concurrent initiatives, programs, or cross-functional workstreams within a structured governance environment.</li> <li>Strong executive communication and stakeholder management skills, including the ability to develop decision-ready materials, portfolio summaries, leadership recommendations, dashboards, scorecards, and governance updates.</li> <li>Demonstrated ability to manage competing priorities, surface trade-offs, facilitate decision-making, and align stakeholders across Operations, Technology, Product, Data Reporting, Vendor Partners, Process Design / Operating Model Enablement, and leadership teams.</li> <li>Strong PowerPoint, Excel, project/portfolio reporting, and presentation development skills.</li> <li>Ability to manage ambiguity, create structure, drive follow-through, and influence without direct authority.</li> <li>Relevant Experience</li> <li>Experience in enterprise PMO, transformation office, strategic initiatives, program governance, or cross-functional business transformation.</li> <li>Experience supporting transformation roadmaps, initiative sequencing, prioritization routines, investment tracking, business cases, and executive governance forums.</li> <li>Experience managing risks, issues, actions, dependencies, decision logs, milestone plans, resource needs, and stakeholder alignment across complex initiatives.</li> <li>Experience with workflow modernization, automation, AI-enabled transformation, process transformation, service delivery improvement, technology implementation, or vendor-supported delivery initiatives is preferred.</li> <li>PMP, PgMP, PMI Portfolio Management, Prosci Change Management, Lean Six Sigma, Agile, or similar certifications are considered a plus but are not required.</li> </ul> <br />Core Competencies <br /> <ul> <li>Portfolio Governance &amp; Prioritization: Develops governance structures, prioritization routines, decision processes, and portfolio disciplines that align transformation investments with strategic objectives.</li> <li>Program &amp; Dependency Management: Coordinates multiple concurrent initiatives, identifies cross-workstream dependencies, manages risks and issues, and enables integrated execution.</li> <li>Executive Communication &amp; Reporting: Creates concise, decision-ready materials, executive dashboards, portfolio scorecards, and governance updates that support leadership decision-making.</li> <li>Transformation Planning &amp; Orchestration: Connects strategy, roadmap planning, resource needs, delivery execution, vendor activity, operating model enablement, and value realization into a coordinated portfolio view.</li> <li>Cross-Functional Leadership: Builds alignment across Operations, Technology, Product, Data Reporting, Offshore Partner Strategy, Process / OME, and leadership stakeholders without direct authority.</li> </ul> What Success Looks Like <br /> <ul> <li>The Workflow Transformation portfolio is visible, structured, and aligned to the Unified Operations Workflow roadmap.</li> <li>Leadership has timely, accurate visibility into portfolio health, risks, dependencies, decisions, expected outcomes, and delivery progress.</li> <li>Portfolio governance routines enable effective prioritization, sequencing, investment, resource, and trade-off decisions.</li> <li>Cross-workstream dependencies, risks, and execution blockers are identified early and actively managed.</li> <li>Vendor engagements, pilots, roadmap initiatives, and operating model enablement activities are coordinated under a unified portfolio structure.</li> <li>Transformation work moves from strategy to execution with stronger discipline, accountability, transparency, measurable value realization, and follow-through.</li> </ul>