Portfolio Planner

Overview

The organization is seeking a strategic, analytical, and systems-minded Portfolio Planner to translate the project portfolio into an integrated organizational resource and staffing plan. This role will establish and govern a common coding structure across project schedules, connect project milestones and phases to department-specific workload requirements, and develop repeatable demand models that account for project type, scale, complexity, maturity, and other proxy metrics.

While this role maintains a portfolio-wide view, Project Schedulers remain accountable for detailed project-level schedule development and status.

Responsibilities

• Portfolio Schedule Architecture and Coding: Design, implement, and govern a common portfolio schedule coding structure, including project, phase, workstream, department, resource, milestone, and other attributes required to aggregate schedules consistently.
• Resource Demand Methodology: Develop scalable workload requirements by department, project phase, and project archetype. Establish and continuously improve proxy-based demand curves using factors such as project type, total project value, design maturity, regulatory pathway, execution strategy, complexity, and delivery stage.
• Portfolio Capacity and Headcount Planning: Translate the portfolio schedule and demand curves into rolling resource plans by department, role, capability, location, and time period. Compare demand against available capacity and identify hiring, redeployment, succession, and external-support needs.
• Scenario and Constraint Analysis: Model portfolio sequencing, acceleration, delay, and prioritization scenarios to show the effect on staffing demand, constrained capabilities, project milestones, cost, and organizational readiness. Recommend practical tradeoffs and mitigation actions.
• Integrated Operating Plan: Build and maintain a portfolio-level operating plan that connects project milestones, workload demand, approved headcount, hiring lead times, and functional commitments. Establish recurring planning cadences with project and department leaders.
• Management Accounting and Value Frameworks: Partner with Finance and Accounting to develop frameworks for understanding internal resource deployment, total project costs, eligible cost treatment, and internal value contribution while respecting accounting policy ownership and project-funding requirements.
• Data Governance and Systems: Define data ownership, update frequency, quality checks, and change controls for portfolio planning inputs. Improve connections among scheduling, project controls, financial, workforce, and reporting systems to create a trusted planning dataset.
• Portfolio Insights and Executive Reporting: Produce portfolio demand and capacity gap views, staffing risk views, utilization trends, and decision points. Convert complex cross-project data into executive-ready recommendations for leadership, annual planning, and investment decisions.
• Continuous Improvement: Calibrate demand assumptions using actual staffing and project performance data, document lessons learned, improve planning accuracy, and build a repeatable basis for FOAK-to-NOAK resource planning.

Requirements

• Bachelor’s degree in Engineering, Project Management, Operations, Finance, Business, Data Analytics, or a related discipline, or equivalent experience
• 7+ years of progressive experience in portfolio planning, workforce planning, project controls, integrated scheduling, operations planning, FP&A, or a closely related field
• Experience translating project schedules, roadmaps, or operational plans into resource demand and capacity requirements across multiple departments or projects
• Experience designing and applying common coding structures, taxonomies, work breakdown structures, resource breakdown structures, or comparable planning frameworks
• Strong quantitative and modeling skills, including the ability to develop proxy-based demand models, scenarios, and management-level insights from imperfect data
• Advanced spreadsheet skills and experience with scheduling, planning, business-intelligence, or workforce-planning tools
• Proven ability to establish planning processes and data governance across cross-functional teams without direct authority
• Clear written and verbal communication skills, including experience presenting recommendations and tradeoffs to senior stakeholders

Preferred Qualifications

• Experience supporting nuclear, energy, engineering, manufacturing, construction, EPC, or other large capital project portfolios
• Experience with Microsoft Project, Primavera P6, Oracle Primavera Cloud, or portfolio scheduling platforms
• Familiarity with ERP, HRIS, time-phased resource planning, business-intelligence, or project cost systems
• Understanding of management accounting, project capitalization, internal labor allocation, or government-funded project reporting
• Experience developing resource benchmarks or learning curves across FOAK and repeat deployments
• Startup or high-growth company experience

Competencies

• Able to connect detailed project plans to enterprise-level workforce and investment decisions
• Systems-oriented and comfortable building structure where processes and data are still maturing
• Pragmatic about using proxy metrics initially and disciplined about improving assumptions with actual data
• Objective and confident in surfacing capacity constraints, competing priorities, and planning gaps early
• Collaborative with project and department leaders while maintaining enterprise-wide consistency
• Curious about how teams create value and how internal resources drive project outcomes
• Clear in distinguishing committed work, forecast demand, available capacity, and planning scenarios
• Analytically rigorous and comfortable working with large, incomplete datasets
• Effective at translating complex analysis into simple, actionable leadership insights
• Able and willing to learn quickly and improve processes continuously
• Detail-oriented; strong written communication

Compensation & Benefits

• Salary: $150,000–$190,000
• Flexible time off
• Equity
• Bonuses
• Competitive pay
• 401(k)
• Health insurance (with employer contribution)
• HSA
• FSA
• Flexible work hours
• Wellness credits
• Other benefits

This position may involve access to information subject to U.S. export control laws. Only applicants who meet the definition of a U.S. person under applicable laws may be eligible.

Candidates should be aware that employment may be contingent upon successful completion of a drug screening, and employees may be subject to drug testing at any time in accordance with company policy and applicable laws.

Location & Travel Requirements

• Remote employees are required to travel to headquarters (Santa Clara, CA) twice a quarter annually, based on business or team needs (including attendance at team meetings, off-sites, and other events).
• For the first two weeks of onboarding, employees are required to be in person at headquarters in Santa Clara, CA.

Reporting Line

• Reports into the Sr. Director of Project Budgeting and Controls.