Poland onlyHelprise is an organization that combines global reach with local talent. We work for companies that value quality, partnership, and responsibility, creating teams that really work. By precisely matching skills and business needs, we connect specialists with projects where their knowledge has a real impact. By joining us, you become part of an environment where matching is not a coincidence, but a decision.
Today, we are looking for an experienced Project Lead / Portfolio Governance Lead to drive governance and structured oversight for the Investment & Strategy Deployment Forum within the Finance function. The role ensures accurate financial tracking, portfolio visibility, and standardized processes across regions and markets. You will work closely with Finance, PMOs, and cross-functional stakeholders to support decision-making, budget cycles, and portfolio performance. Workload: 0.5 FTE.
Monthly Responsibilities
- Lead and facilitate functional/regional DISD meetings, including preparing pre-reads and meeting minutes.
- Collect and review data on G0 & G3 approvals, business cases, benefits, costs, and multi-source financials.
- Prepare proposals for approvals and track decision outputs.
- Ensure accuracy and quality of ePPM data; monitor budgets, actuals, transfers, and RAG health.
- Update ePPM with approved amounts, maintain the SFP Masterfile, and reconcile data across Excel, Power BI, and ePPM.
- Oversee ongoing projects and participate in the ePPM Product Council Forum.
- Communicate updates to stakeholders, issue notifications to markets, and support PMOs.
- Standardise processes to ensure proper tracking of costs, benefits, delivery, and due diligence aligned with the PMI value framework.
Quarterly / Annual Responsibilities
- Conduct quarterly portfolio reviews (RF3/RF6/RF9/RF11).
- Support annual Operating Budget planning: next-year budget preparation, portfolio budget line finalisation, and OB demand submission in ePPM.
Ad-hoc Responsibilities
- Drive process improvements (naming conventions, benefits review).
- Prepare ad-hoc reports and presentations.
- Communicate process updates (e.g., G0 workflow changes).
- Forecast future spending and review postponed or cancelled projects.
Requirements
YOU NEED
- Experience in Finance Controlling and/or Portfolio Governance and/or Investment Analysis — ideally a mix of finance + delivery governance.
- Strong analytical mindset with the ability to interpret complex, multi-source financial and portfolio data.
- Excellent stakeholder communication skills and ability to facilitate governance forums.
- High proficiency in Excel; experience with systems like ePPM, Power BI, or Masterfile is a strong advantage.
- Ability to manage structured reporting cycles independently.
- Openness to partial engagement model (remaining capacity may be allocated to other initiatives).
Benefits
Work flexibility
We give you the opportunity to adjust your work to your lifestyle. We offer flexible hours as well as the possibility of remote or hybrid work, depending on the role and your preferences.
Various forms of cooperation
At Helprise, you can choose the model that best suits your needs. We offer both employment contracts and flexible B2B cooperation options.
Basic benefits package
We care about the health and well-being of our employees - we provide private medical care, a MultiSport card, and life insurance.
Development on your terms
We provide an individual development budget that you can use for your professional growth. As a Lumina Learning partner, we also give you access to unique tools and the support of certified practitioners, so you can better understand your potential and strengthen your talents.
Integration and shared experiences
We regularly enjoy new experiences together and build relationships in an inspiring atmosphere. From cooking sessions, through yoga weekends in nature, to the thrill of escape rooms.
