PMO – Transaction

Job Title

Transaction Banking PMO – Reporting & Portfolio Controls (GCB5)

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Role Overview

The Transaction Banking PMO – Reporting & Portfolio Controls role is responsible for supporting Value Stream (VS) and Sub‑Value Stream (SVS) delivery through strong reporting, financial controls, capacity tracking, and portfolio insights.

This role is reporting and controls heavy, ensuring accurate, timely, and insightful delivery and financial data to support decision‑making across Global and Market teams., provided the candidate has strong PMO reporting and governance exposure within Banking / Financial Services.

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Key Responsibilities

Delivery Support & Reporting

• Support successful delivery of VS outcomes in line with agreed delivery plans.
• Design, manage, and maintain delivery dashboards to visualize the flow of Capabilities and Features from Idea to Done.
• Ensure data accuracy and integrity across all delivery, financial, and capacity metrics.
• Provide clear, structured reporting to support portfolio- and value‑stream‑level decision‑making.

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Planning & Coordination

• Support Programme Increment (PI) Planning through coordination, reporting, and synthesis of inputs/outputs.
• Coordinate and prepare materials for VS / SVS ceremonies, reviews, and updates.
• Consolidate and support Quarterly Business Review (QBR) inputs and memo updates.

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Financials & Portfolio Controls

• Ensure the delivery pipeline is aligned with financial plans and capacity constraints.
• Monitor and control VS / SVS investment allocation, benefit projections, and commercialization tracking.
• Manage financial guardrails, ensuring controls are in place and variances are tracked.
• Provide a holistic view of VS / SVS financial performance, aligned with portfolio strategy, customer outcomes, and OKRs.

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Capacity, Risk & Controls

• Track and manage resource capacity patterns across multiple workstreams.
• Support tracking and management of risks and issues, escalating as appropriate.
• Collect and consolidate insights from retrospectives to support cross‑VS improvements.
• Maintain continuous improvement plans supporting evolving Ways of Operating.

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Governance & Ways of Working

• Support change governance and compliance with established bank‑wide delivery and control frameworks.
• Act as a PMO SME for tooling adoption, reporting improvements, and process enhancements.
• Support initiatives such as tooling migrations or reporting framework improvements.

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Tools & Environment

• Strong hands‑on experience with:
  • Jira
  • Confluence
  • Clarity
  • GPDM
  • Portfolio dashboards / MIS tools (e.g., Power BI)

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Required Experience

• Proven experience in PMO / Portfolio / Program Governance roles.
• Banking / Financial Services domain exposure (Transaction Banking exposure is a plus, not mandatory).
• Strong experience in reporting, financial tracking, capacity management, and portfolio controls.
• Experience working in Agile / SAFe environments.
• Strong stakeholder communication and data‑driven mindset.