Business Analysis Associate Director, Portfolio Governance and Reporting

Wolters Kluwer, CT business, enables organizations to ensure adherence with ever-changing regulatory obligations, manage risk, increase efficiency, and produce better business outcomes.

As the, Business Analysis Associate Director, Portfolio Governance and Reporting, you are responsible for establishing and managing the governance, reporting and operational frameworks that enable the execution of the organization’s strategic and technology initiatives. This role oversees portfolio-level processes, tools, and performance metrics to ensure alignment with business objectives, transparency of delivery, and continuous improvement across programs and projects; and supports the coordination of cross-platform/cross-functional delivery of strategic initiatives and enhancements needed to support the business. The ideal candidate combines strong portfolio management discipline with operational excellence, data-driven decision making, and a collaborative approach to working with both business and technology stakeholders. 

In this role, you will report to the Director, Project and Program Management and work a hybrid schedule (2 days in office, 3 days at home) from one of our local offices.

ESSENTIAL DUTIES AND RESPONSBILITIES:

Portfolio Governance & Oversight

• Manage the governance framework for the CT operations and technology project portfolio, ensuring consistency, transparency, and alignment with strategic priorities.

• Partner with business and technology leaders to define portfolio priorities, funding allocations, and investment decisions.

• Support the creation of materials and analysis for portfolio reviews and steering committee meetings, providing insight into status, risks, dependencies and benefits realization.

• Partner with the AD of Operational Improvement to govern and manage the Operational Improvement roadmap ensuring initiatives are sequenced and implemented to provide maximum business benefit and impact

Communication, Reporting & Performance Management

• Enhance and maintain a comprehensive portfolio reporting model (dashboards, scorecards, executive summaries) to provide clear visibility into performance, risk, and value delivery.

• Develop KPIs and metrics that track delivery health, resource utilization, and financial performance across the portfolio by working collaboratively with the PMO, Technology and Finance Leadership.

• Partner with the PMO’s and Finance Team to create and maintain mechanism for business case review and management as part of the prioritization process and business value realization following the successful completion of projects.

• Drive the creation of Quarterly communications highlighting Project Portfolio accomplishments, wins, successes and results achieved

Process & Standards

• Establish and maintain standardized portfolio governance and management processes, templates and best practices across operations and technology projects and programs.

• Continuously refine portfolio governance and management practices to drive transparency, predictability, efficiency and agility.

• Support change management and adoption of portfolio processes and tools across the organization.

• Partner with the PMO’s and Finance Team to develop and manage a resource capacity management framework to provide visibility into resource capacity and utilization.

• Partner with the PMOs, Business Enablement and Technology leads to facilitate Cross-Functional Delivery workshops, PI Planning across cross-functional development teams to support Portfolio and Project delivery.

• Lead cross-functional working groups of Business Enablement and Technology Leads to continue refining and improving cross-functional delivery, roles and responsibilities and required deliverables throughout the lifecycle.

Tools & Technology Enablement

• Own and administer portfolio management tools (e.g. Smartsheet, Clarity, JIRA, Power BI, or other platforms) to ensure accurate data capture, reporting and ease of use for project teams and stakeholders at all levels.

• Partner with Technology and PMO leadership to optimize tooling for demand intake, prioritization, and resource management.

• Champion automation and integration opportunities to streamline portfolio operations.

Leadership & Collaboration

• Serve as a trusted advisor to senior leaders, providing transparency and actionable insights.

• Coach and mentor project and program managers, product managers and technology leads on portfolio standards, reporting, and best practices.

• Foster a culture of accountability, transparency, and continuous improvement across teams.

QUALIFICATIONS:

Education:

• Minimum Bachelor’s degree, or equivalent. 

• Bachelor’s or Master’s degree in Business Administration, Technology, or a related field preferred

Experience:

• 7+ years of experience in portfolio, program, or project management. Prefer experience within complex large corporate operations or technology environments.

• Proven experience implementing or managing portfolio governance and reporting frameworks.

• Strong analytical and data visualization skills (e.g. Excel, Power BI, Tableau).

• Experience implementing and administering PPM tools (e.g. Clarity, Smartsheet, Jira, ServiceNow, Planview) from inception through end-user training and adoption.

• Exceptional communication and stakeholder management skills, with the ability to influence across organizational levels.

• PMP, PgMP, PfMP, or similar certification preferred.

• SAFe certification a plus.

To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

Compensation:

Compensation range listed is based on primary location of the position.  Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. 

Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.