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Portfolio Consultant
PMO UCSF Prog Mgmt Office Job Summary This is a 2-year contract of employment from the date of hire with the possibility of extension or transition to a career position.
Key Responsibilities
1. Financial Tracking and Reporting
- Monitor and manage financial performance across all active projects and programs within the internal consulting portfolio.
- Track budget vs. actuals for each initiative, highlighting variances and supporting corrective actions with project managers and leads.
- Maintain accurate, timely financial records in Clarity PPM and associated tracking systems.
2. Portfolio Cost and Resource Analysis
- Analyze and report on portfolio-level spending trends, resource utilization, and forecasted demand to support strategic resource deployment.
- Collaborate with HR and project leads to align FTE time allocations and effort tracking with financial forecasts and project goals.
- Surface early indicators of over- or under-utilization across projects.
3. Benefits and Value Realization Tracking
- Partner with initiative owners to define, validate, and track expected and realized benefits (financial and non-financial) for each initiative.
- Maintain a benefits realization framework with standardized metrics (e.g., ROI, cost avoidance, efficiency gains, access expansion).
- Report on value delivery across the portfolio, ensuring alignment with UCSF's strategic priorities (mission, quality, equity, access).
4. Strategic Reporting and Visualization
- Develop and maintain dashboards and visual reports using Tableau and Clarity PPM custom views to inform leadership on project health, value delivery, and investment impact.
- Prepare monthly and quarterly portfolio reporting packages for executive audiences, including summaries of spend, benefits, risks, and recommendations.
- Provide actionable insights to support decisions about project prioritization, deferral, or acceleration.
5. Tool and Data Stewardship
- Serve as the subject matter expert (SME) for Clarity PPM financial modules and Tableau reports related to project and portfolio performance.
- Partner with IT, Finance, and PMO stakeholders to ensure data integrity, system enhancements, and reporting automation.
- Identify opportunities to streamline or enhance financial and benefit tracking processes.
6. Governance and Decision Support
- Support the internal consulting governance process by providing financial and value data to inform intake, triage, and approval decisions.
- Maintain audit trails and documentation to ensure transparency in how value and financial decisions are made.
- Participate in portfolio review meetings, presenting insights and highlighting risks/opportunities.
The final salary and offer components are subject to additional approvals based on UC policy. Your placement within the salary range is dependent on a number of factors including your work experience and internal equity within this position classification at UCSF. For positions that are represented by a labor union, placement within the salary range will be guided by the rules in the collective bargaining agreement. The salary range for this position is $100,000 - $150,000 (Annual Rate). To learn more about the benefits of working at UCSF, including total compensation, please visit: https://ucnet.universityofcalifornia.edu/compensation-and-benefits/index.html Department Description The UCSF PMO is an internal business advisory unit providing consulting services to the UCSF campus. The PMO works with university leaders and staff in academic and administrative departments to implement both campus-wide and unit-specific operational improvements. The PMO's consulting services include strategic planning and program design, project management, process improvement, systems implementation, organizational improvement, and change management. PMO staff possess sound strategic thinking, facilitation, and consulting skills that guide the organization towards collaboratively identified, workable solutions. The PMO is proud that our work supports UCSF's missions of research, education, and health care. Please read more about us at https://pmo.ucsf.edu/ Required Qualifications
- Bachelor's degree in Organizational Change, Business Administration, or related area and 3-5 years relevant experience, and/ or equivalent experience/training.
- 8+ years of experience in project/program/portfolio financial management or strategic financial analysis
- Advanced proficiency with Clarity PPM and Tableau (or equivalent PPM and BI tools)
- Strong understanding of benefits realization and value measurement frameworks
- Demonstrated knowledge of project proposals and project plans.
- Demonstrates analytical, problem-solving, project planning, and implementation skills.
- Demonstration of project management principles, theories, and concepts.
- Strong stakeholder engagement and communication skills, especially with senior leadership
- Financial acumen, including budgeting, forecasting, variance analysis, and ROI modeling
- Ability to assess needs and work collaboratively with teams to design solutions to meet those needs.
- Possesses effective verbal and written communication skills.
- Demonstrates ability to learn quickly, reason, synthesize, and generalize based on information obtained.
- Ability to coach, facilitate, and influence individuals on client teams. Skilled in facilitation, relationship building, and consulting.
- Ability to focus on priorities, strategies, and vision
Preferred Qualifications
- Advanced Degrees in Business or Management
- Experience in higher education, healthcare, or mission-driven environments
About UCSF The University of California, San Francisco (UCSF) is a leading university dedicated to promoting health worldwide through advanced biomedical research, graduate-level education in the life sciences and health professions, and excellence in patient care. It is the only campus in the 10-campus UC system dedicated exclusively to the health sciences. We bring together the world's leading experts in nearly every area of health. We are home to five Nobel laureates who have advanced the understanding of cancer, neurodegenerative diseases, aging and stem cells. Pride Values UCSF is a diverse community made of people with many skills and talents. We seek candidates whose work experience or community service has prepared them to contribute to our commitment to professionalism, respect, integrity, diversity and excellence - also known as our PRIDE values.
In addition to our PRIDE values, UCSF is committed to equity - both in how we deliver care as well as our workforce. We are committed to building a broadly diverse community, nurturing a culture that is welcoming and supportive, and engaging diverse ideas for the provision of culturally competent education, discovery, and patient care. Additional information about UCSF is available at diversity.ucsf.edu
Join us to find a rewarding career contributing to improving healthcare worldwide. Equal Employment Opportunity The University of California is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected status under state or federal law. Job Code and Payroll Title 007394 ORGANIZATIONAL CNSLT 3 Job Category Accounting / Finance Bargaining Unit 99 - Policy-Covered (No Bargaining Unit) Location San Francisco, CA Campus Minnesota Street (SF) Additional Shift Details Monday-Friday 8am-5pm |
University of California - San Francisco
Jun 19, 2025