Senior Planview Enterprise Portfolio Lead
Compunnel Inc., Boston, MA, United States
Responsibilities
7+ years hands-on experience with Planview Enterprise – Portfolio Manager (v16 or higher) in a complex, global environment. Deep expertise in Planview administration and configuration, including intake, financials, resource/work management, reporting, workflows, and lifecycle states. Advanced reporting and analytics skills, including Planview Analytics, complex SQL queries/scripts, custom reporting, and Power BI dashboard development. Strong consulting capabilities, including requirements gathering, stakeholder management, and executive-level communication. Experience working within SDLC, change management, audit, and compliance frameworks, including Level 3 support and root-cause analysis. Nice to Have
Financial services domain knowledge, including portfolio governance, funding processes, and benefits realization (insurance/banking experience preferred). Familiarity with risk controls, SOX-related controls, and global support processes. Knowledge of Planview ADOPT and Planview ANVI (AI and adoption capabilities). Experience enhancing data quality, throughput, reporting reliability, or implementing reusable configuration patterns. Ability to support global teams (NA, Boston, Asia) and participate in cross-regional planning cycles.
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7+ years hands-on experience with Planview Enterprise – Portfolio Manager (v16 or higher) in a complex, global environment. Deep expertise in Planview administration and configuration, including intake, financials, resource/work management, reporting, workflows, and lifecycle states. Advanced reporting and analytics skills, including Planview Analytics, complex SQL queries/scripts, custom reporting, and Power BI dashboard development. Strong consulting capabilities, including requirements gathering, stakeholder management, and executive-level communication. Experience working within SDLC, change management, audit, and compliance frameworks, including Level 3 support and root-cause analysis. Nice to Have
Financial services domain knowledge, including portfolio governance, funding processes, and benefits realization (insurance/banking experience preferred). Familiarity with risk controls, SOX-related controls, and global support processes. Knowledge of Planview ADOPT and Planview ANVI (AI and adoption capabilities). Experience enhancing data quality, throughput, reporting reliability, or implementing reusable configuration patterns. Ability to support global teams (NA, Boston, Asia) and participate in cross-regional planning cycles.
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