Portfolio Planner
Drive portfolio excellence in a fast-paced environment—turn complex data into actionable insights and build smart Power BI and automation solutions that influence real decisions.
About the Company
Avaron AB is a growing consultancy focused on technology, finance, and business support. We match your expertise with the market's most interesting assignments, offering a platform where your professional development is central.
About the Assignment
As a Portfolio Planner, you will play a key role in strengthening portfolio planning through improved processes, high-quality data, and smarter tooling. You will identify gaps and bottlenecks, propose solutions, and drive improvements all the way to implementation readiness. A central part of the role is developing advanced reporting and automation—especially Power BI dashboards and workflow solutions—to increase transparency and enable better strategic and operational decisions.
Job Description
- Identify gaps and underperforming portfolio processes, analyze bottlenecks, and drive improvements from problem definition to solution design and implementation readiness
- Collaborate with stakeholders to ensure alignment with organizational objectives and cross-functional ways of working
- Maintain and continuously update an integrated portfolio roadmap aligned with business needs and other organizations
- Create clear portfolio visualizations and views (e.g., programs, projects, workload, KPIs, decisions, and financial perspectives) to improve transparency
- Support governance forums with data-driven insights and recommendations
- Ensure accuracy and reliability in portfolio dashboards, KPIs, and status reporting
- Collect, structure, and prepare data from multiple sources to enable analysis and decision-making
- Optimize data management for different consumption needs
- Design and develop Power BI dashboards for portfolio reporting and KPIs
- Create automation workflows using Power Automate and VBA to streamline processes and reduce manual work
- Optimize and manage data flows between SAP, PlanView, and other portfolio systems
- Support implementation and integration of new systems and tools with minimal disruption
- Benchmark outside the organization to identify improvement opportunities
Requirements
- 3–5+ years of experience in portfolio planning, project management, or strategic planning
- Bachelor’s or Master’s degree in Business, Engineering, Finance, or a related field
- Knowledge of organizational processes, procedures, systems, tools, and existing data/information (e.g., Waterfall, Agile, PlanView, SAP)
- Familiarity with financial planning and budgeting processes
- Deep knowledge of computer science, IT infrastructure, and systems
- Advanced Power BI development skills
- Advanced Power Automate skills
- Deep understanding of SAP transactions and data flows
- Ability to create VBA scripts to improve Excel usage
- Fluent in English
- Ability to work effectively in a multicultural, high-paced environment
Nice to have
- Change management awareness
- Ability to influence without formal authority and drive cross-functional alignment
Application
Selections are made on an ongoing basis, so we recommend that you apply as soon as possible.
- Platser
- Lund
- Distansarbete
- Hybridarbete
Lund
Om Avaron AB
Avaron grundades med visionen om att skapa ett konsultbolag där kompetens och livskvalitet går hand i hand. Vi är ett nischat team som idag verkar inom komplexa miljöer såsom bank, finans och storskalig industri.
Som konsult hos oss får du det bästa av två världar: tryggheten och de spännande uppdragen hos stora, etablerade uppdragsgivare, kombinerat med det lilla bolagets snabbhet, transparens och personliga kontakt.
Vi tror inte på krångliga hierarkier eller onödig administration. Istället lägger vi kraften på det som faktiskt betyder något – att leverera värde i våra projekt och att se till att våra medarbetare trivs, utvecklas och har en balans i livet som fungerar på riktigt.