We are looking for a Portfolio Planner for a global company in Lund. Start is ASAP, 1 year contract to begin with. This role is 75% onsite in Lund.

Join us as a Portfolio Planner and become the driving force behind operational excellence in portfolio planning. In this role, you will not only take ownership of identifying Portfolio (processes, data and tools) gaps, proposing solutions, and ensuring identified improvements reach full implementation but you will also develop advanced tools and Power BI dashboards. If you thrive on turning complex data into actionable insights and enjoy influencing change through technology and collaboration, this is your opportunity to make a real impact.

Key Responsibilities

Portfolio Planning

• Proactively identify gaps and underperforming processes, analyze bottlenecks, and drive improvements independently (from gap identification through solution design and full implementation readiness) working closely with stakeholders to ensure alignment with organizational objectives

• Maintain and update the integrated portfolio roadmap aligned with business needs and other organisations

• Ensure transparency of data through clear visualization (Portfolio views, programmes views, project views, org workload, KPIs, Decisions, Financial views, etc.)

• Benchmark outside the organization to identify possible improvement opportunities

Governance & Reporting

• Support governance forums with data-driven insights and recommendations

• Ensure data accuracy of portfolio dashboards, KPIs, and status reports for better-informed strategic and operational decisions

Data Collection & Preparation

• Gathering data from primary and secondary sources. Ensuring data accuracy and consistency by organizing and preparing it for analysis

• Optimizing data management to fit consumption purposes

Tool Development & Automation

• Design and develop Power BI dashboards for portfolio reporting and KPIs

• Create automation workflows using Power Automate and VBA scripts to streamline processes

• Integrate new tools into existing infrastructure with minimal disruption

Data Management & Integration

• Optimize data flows between SAP, PlanView, and other portfolio systems

• Prepare and organize data for consumption and decision-making

• Oversee the implementation process of new systems/tools and integrate them into existing infrastructure with minimal disruption

Knowledge & Skills

Procedures, processes and needs:

• Knowledge of organizational processes, procedures, systems, tools and existing data/information (Waterfall, Agile, PlanView, SAP, Early management, etc.)

• Familiarity with financial planning and budgeting processes
• Deep knowledge of computer science, IT infrastructure, and systems
• Advanced Power Automate skill
• Deep understanding of SAP transactions and dataflows
• Advanced PowerBi development skills
• Able to create VBA scripts to improve Excel files usage

Qualifications

• Bachelor's or Master’s degree in Business, Engineering, Finance, or related field.

• 3–5+ years of experience in portfolio planning, project management, or strategic planning.

Profile

• Driven and Problem-solving oriented: able to identify gaps, provide solutions and drive the solution implementation proactively, supporting business productivity and growth

• Detailed oriented: Solutions must be robust and fully aligned with stakeholders

• Change management aware

• Ability to influence without authority and drive cross-functional alignment

• Fluent English and Swedish knowledge is an advantage.

• Able to thrive in a multicultural, high-pace environment

This is a full-time consultant position in Lund through Incluso. Start is ASAP, 1 year limited contract to begin with, with possibility of extension after that. This role is 75% onsite in Lund. 


Please submit your CV as soon as possible since we will review the applications on an on-going basis.

For more information about this role, please contact  Marianne Nilsson  recruiter at Incluso.