Leads governance and orchestration for a workflow transformation portfolio, coordinating initiatives, pilots, roadmaps, vendor engagements, dependencies, resources, risks, and operational readiness. Develops portfolio dashboards, executive scorecards, status reports, and value-realization reporting. Facilitates prioritization, sequencing, investment, and trade-off decisions across cross-functional teams, while establishing governance standards, intake processes, reporting routines, and transformation operating rhythms.
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
In 2026, DFIN was named #1 on the 2026 Top 100 Global Most Loved Workplaces® by Best Practice Institute. We have also been recognized as one of America's Most Loved Workplaces® for five consecutive years and a Built In Best Place to Work for six years, reflecting our continued commitment to supporting employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
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.
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.
Responsibilities:
• Manage the Workflow Transformation portfolio, maintaining visibility across initiatives, pilots, roadmap workstreams, vendor engagements, operational improvement efforts, and implementation readiness.
• Coordinate planning, prioritization, governance, reporting, and executive review routines across Operating Model Design, Transformation Delivery, and Operating Model Enablement functions.
• Maintain a portfolio-level view of resource demand, capacity constraints, sequencing trade-offs, and implementation readiness across transformation initiatives.
• Coordinate portfolio visibility across vendor-supported initiatives, ensuring vendor-dependent milestones, risks, decisions, and delivery impacts are reflected in portfolio governance.
• Maintain the integrated transformation roadmap, including initiative sequencing, milestones, decision points, dependencies, risks, issues, resource needs, and operational transition activities.
• Partner with Transformation Architects to translate roadmap priorities, capability plans, future-state designs, and investment recommendations into executable portfolio plans.
• Partner with Transformation Delivery leaders and Operating Model Enablement / Process Design & Governance to incorporate scope, UAT/pilot status, rollout readiness, process impacts, SOP needs, adoption risks, and governance requirements into portfolio plans.
• Develop portfolio dashboards, status reports, executive scorecards, steering committee materials, transformation metrics, and value-realization reporting.
• Facilitate leadership alignment on priorities, sequencing decisions, investment recommendations, open risks, resource constraints, and portfolio changes.
• Help establish portfolio management standards, intake processes, governance frameworks, reporting templates, risk/issue routines, and transformation operating rhythms.
Qualifications:
• Bachelor's degree in Business, Operations, Organizational Leadership, Program Management, Information Systems, Finance, Engineering, Business Analytics, or a related discipline.
• 7-10 years of experience in portfolio management, program management, transformation management, operational excellence, consulting, PMO leadership, technology-enabled change, or enterprise initiatives.
• Experience managing multiple concurrent initiatives, programs, or cross-functional workstreams within a structured governance environment.
• Strong executive communication and stakeholder management skills, including the ability to develop decision-ready materials, portfolio summaries, leadership recommendations, dashboards, scorecards, and governance updates.
• 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.
• Strong PowerPoint, Excel, project/portfolio reporting, and presentation development skills.
• Ability to manage ambiguity, create structure, drive follow-through, and influence without direct authority.
Relevant Experience
• Experience in enterprise PMO, transformation office, strategic initiatives, program governance, or cross-functional business transformation.
• Experience supporting transformation roadmaps, initiative sequencing, prioritization routines, investment tracking, business cases, and executive governance forums.
• Experience managing risks, issues, actions, dependencies, decision logs, milestone plans, resource needs, and stakeholder alignment across complex initiatives.
• Experience with workflow modernization, automation, AI-enabled transformation, process transformation, service delivery improvement, technology implementation, or vendor-supported delivery initiatives is preferred.
• PMP, PgMP, PMI Portfolio Management, Prosci Change Management, Lean Six Sigma, Agile, or similar certifications are considered a plus but are not required.
Core Competencies
• Portfolio Governance & Prioritization: Develops governance structures, prioritization routines, decision processes, and portfolio disciplines that align transformation investments with strategic objectives.
• Program & Dependency Management: Coordinates multiple concurrent initiatives, identifies cross-workstream dependencies, manages risks and issues, and enables integrated execution.
• Executive Communication & Reporting: Creates concise, decision-ready materials, executive dashboards, portfolio scorecards, and governance updates that support leadership decision-making.
• Transformation Planning & Orchestration: Connects strategy, roadmap planning, resource needs, delivery execution, vendor activity, operating model enablement, and value realization into a coordinated portfolio view.
• Cross-Functional Leadership: Builds alignment across Operations, Technology, Product, Data Reporting, Offshore Partner Strategy, Process / OME, and leadership stakeholders without direct authority.
What Success Looks Like
• The Workflow Transformation portfolio is visible, structured, and aligned to the Unified Operations Workflow roadmap.
• Leadership has timely, accurate visibility into portfolio health, risks, dependencies, decisions, expected outcomes, and delivery progress.
• Portfolio governance routines enable effective prioritization, sequencing, investment, resource, and trade-off decisions.
• Cross-workstream dependencies, risks, and execution blockers are identified early and actively managed.
• Vendor engagements, pilots, roadmap initiatives, and operating model enablement activities are coordinated under a unified portfolio structure.
• Transformation work moves from strategy to execution with stronger discipline, accountability, transparency, measurable value realization, and follow-through.
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual w ith a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected] .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
In 2026, DFIN was named #1 on the 2026 Top 100 Global Most Loved Workplaces® by Best Practice Institute. We have also been recognized as one of America's Most Loved Workplaces® for five consecutive years and a Built In Best Place to Work for six years, reflecting our continued commitment to supporting employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
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.
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.
Responsibilities:
• Manage the Workflow Transformation portfolio, maintaining visibility across initiatives, pilots, roadmap workstreams, vendor engagements, operational improvement efforts, and implementation readiness.
• Coordinate planning, prioritization, governance, reporting, and executive review routines across Operating Model Design, Transformation Delivery, and Operating Model Enablement functions.
• Maintain a portfolio-level view of resource demand, capacity constraints, sequencing trade-offs, and implementation readiness across transformation initiatives.
• Coordinate portfolio visibility across vendor-supported initiatives, ensuring vendor-dependent milestones, risks, decisions, and delivery impacts are reflected in portfolio governance.
• Maintain the integrated transformation roadmap, including initiative sequencing, milestones, decision points, dependencies, risks, issues, resource needs, and operational transition activities.
• Partner with Transformation Architects to translate roadmap priorities, capability plans, future-state designs, and investment recommendations into executable portfolio plans.
• Partner with Transformation Delivery leaders and Operating Model Enablement / Process Design & Governance to incorporate scope, UAT/pilot status, rollout readiness, process impacts, SOP needs, adoption risks, and governance requirements into portfolio plans.
• Develop portfolio dashboards, status reports, executive scorecards, steering committee materials, transformation metrics, and value-realization reporting.
• Facilitate leadership alignment on priorities, sequencing decisions, investment recommendations, open risks, resource constraints, and portfolio changes.
• Help establish portfolio management standards, intake processes, governance frameworks, reporting templates, risk/issue routines, and transformation operating rhythms.
Qualifications:
• Bachelor's degree in Business, Operations, Organizational Leadership, Program Management, Information Systems, Finance, Engineering, Business Analytics, or a related discipline.
• 7-10 years of experience in portfolio management, program management, transformation management, operational excellence, consulting, PMO leadership, technology-enabled change, or enterprise initiatives.
• Experience managing multiple concurrent initiatives, programs, or cross-functional workstreams within a structured governance environment.
• Strong executive communication and stakeholder management skills, including the ability to develop decision-ready materials, portfolio summaries, leadership recommendations, dashboards, scorecards, and governance updates.
• 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.
• Strong PowerPoint, Excel, project/portfolio reporting, and presentation development skills.
• Ability to manage ambiguity, create structure, drive follow-through, and influence without direct authority.
Relevant Experience
• Experience in enterprise PMO, transformation office, strategic initiatives, program governance, or cross-functional business transformation.
• Experience supporting transformation roadmaps, initiative sequencing, prioritization routines, investment tracking, business cases, and executive governance forums.
• Experience managing risks, issues, actions, dependencies, decision logs, milestone plans, resource needs, and stakeholder alignment across complex initiatives.
• Experience with workflow modernization, automation, AI-enabled transformation, process transformation, service delivery improvement, technology implementation, or vendor-supported delivery initiatives is preferred.
• PMP, PgMP, PMI Portfolio Management, Prosci Change Management, Lean Six Sigma, Agile, or similar certifications are considered a plus but are not required.
Core Competencies
• Portfolio Governance & Prioritization: Develops governance structures, prioritization routines, decision processes, and portfolio disciplines that align transformation investments with strategic objectives.
• Program & Dependency Management: Coordinates multiple concurrent initiatives, identifies cross-workstream dependencies, manages risks and issues, and enables integrated execution.
• Executive Communication & Reporting: Creates concise, decision-ready materials, executive dashboards, portfolio scorecards, and governance updates that support leadership decision-making.
• Transformation Planning & Orchestration: Connects strategy, roadmap planning, resource needs, delivery execution, vendor activity, operating model enablement, and value realization into a coordinated portfolio view.
• Cross-Functional Leadership: Builds alignment across Operations, Technology, Product, Data Reporting, Offshore Partner Strategy, Process / OME, and leadership stakeholders without direct authority.
What Success Looks Like
• The Workflow Transformation portfolio is visible, structured, and aligned to the Unified Operations Workflow roadmap.
• Leadership has timely, accurate visibility into portfolio health, risks, dependencies, decisions, expected outcomes, and delivery progress.
• Portfolio governance routines enable effective prioritization, sequencing, investment, resource, and trade-off decisions.
• Cross-workstream dependencies, risks, and execution blockers are identified early and actively managed.
• Vendor engagements, pilots, roadmap initiatives, and operating model enablement activities are coordinated under a unified portfolio structure.
• Transformation work moves from strategy to execution with stronger discipline, accountability, transparency, measurable value realization, and follow-through.
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual w ith a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected] .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
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