Senior Manager - Program Management

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.

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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.

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