Manager Portfolio Financials & Reporting

Job Description

Application Deadline: July 31st 2026

What is the opportunity?

In this role, you will manage financial tracking and reporting for the Caribbean Banking Project Portfolio and support annual planning for Application Development/In Segment budgets. Responsibilities include overseeing project record onboarding, maintenance, and closure; ensuring financial data accuracy throughout the project lifecycle; monitoring portfolio performance against targets; maintaining project minutes, artifacts, and data; reviewing change requests and project capitalization assessments; responding to IT project audits; and preparing Investment Review Board information decks and executive dashboards.

What will you do?

• Monitor and review Application Development/In Segment portfolio performance, ensuring projects maintain budget adherence, accurate financials (actuals/forecast), and correct status tracking (open, closed, cancelled, or on hold). Flag inconsistencies and variances immediately.
• Conduct monthly forecast analysis to identify financial variances and ensure delivery against plan.
• Monitor resource allocations and alert stakeholders if resources are not fully allocated.
• Provide required forecasts to the Personal Banking & Digital Technology team for the Caribbean Banking portfolio.
• Facilitate review and preparation of Investment Review Board (IRB) agendas; document actions and minutes.
• Present materials at the IRB and document minutes/actions
• Support IRB prioritization and planning sessions with information required.
• Support project audits and assessments, leading the technology evaluation components.
• Maintain accurate Application Development/In Segment spend/forecast/approved amounts in Planview book of records by preparing and uploading data extracts from IT system
• Prepare monthly portfolio dashboards (financials) and portfolio metrics.

What do you need to succeed?

Must-have:

• Bachelor's degree in Business Administration, Finance, Project Management, Computer Science, or related field; or equivalent professional experience
• 3+ years' experience in financial project portfolio management, project finance, or PMO coordination
• Proven experience with financial tracking, budgeting, and variance analysis
• Strong proficiency with Excel, financial reporting tools, and dashboarding platforms
• Experience supporting executive-level reporting and Investment Review Board processes
• Demonstrated knowledge of project management methodologies and PMO governance

Nice-to-have:

• Experience in banking or financial services
• Familiarity with Agile project methodologies
• Experience with enterprise project management tools

Job Skills

Critical Thinking, Data Administration, Data Mining, Data Modeling, Data Movement, Detail-Oriented, Group Problem Solving, Quantitative Research, Research Documents

Additional Job Details

Address:

7-9 SAINT CLAIR AVENUE, 8:PORT OF SPAIN

City:

Port Of Spain

Country:

Trinidad and Tobago

Work hours/week:

37.5

Employment Type:

Full time

Platform:

TECHNOLOGY AND OPERATIONS

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-07-21

Application Deadline:

2026-08-01

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.