Portfolio Planning & Reporting Lead


Company:	Hays Specialist Recruitment
Salary:	Not specified
Hours:	Full-time
Location:	Liverpool, L3 9SJ
Job type:	Contract
Posting date:	15 Sept 2026
Closing date:	15 Oct 2026

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Summary

We're supporting a major organisation undergoing significant transformation and are looking for an experienced Portfolio Planning & Reporting Lead to establish and enhance portfolio planning, performance management, resource forecasting, and reporting capabilities across a complex delivery environment.

Contract: Inside IR35Duration: Until 31st March 2027

Location: Liverpool (2 days per week on-site)

Rate: Competitive Day Rate

Key Responsibilities

Develop and maintain integrated portfolio plans aligned to strategic objectives.

Establish robust planning, forecasting, resource management, and dependency management processes.

Deliver high-quality performance reporting, dashboards, and management information for senior leadership teams.

Provide portfolio insights, forecasting, and analysis to support strategic decision-making.

Drive improvements in governance, assurance, and delivery oversight.

Identify and manage portfolio risks, issues, dependencies, and resource constraints.

Lead the automation and enhancement of reporting processes, reducing manual effort and improving data quality.

Work collaboratively across PMO, Programme Delivery, Finance, and operational teams to improve organisational planning and performance.

Essential Experience

Proven experience establishing or transforming Portfolio Planning, PMO, Resource Management, or Performance functions within a large, complex organisation.

Strong background in portfolio governance, resource forecasting, capacity planning, and performance management.

Experience designing and implementing portfolio-level reporting frameworks and executive dashboards.

Track record of influencing senior stakeholders and providing decision-support information at leadership level.

Experience leading business improvement or organisational change initiatives.

Technical Requirements

Strong experience implementing and integrating Microsoft planning and reporting platforms.

Hands-on experience with Power BI, Azure DevOps (ADO), Microsoft Planner, and wider Microsoft 365 tooling.

Experience developing automated reporting solutions, dashboards, and management information frameworks.

Excellent analytical skills with the ability to translate complex data into meaningful insights and recommendations.

What's on Offer?

Long-term contract through to March 2027.

Opportunity to shape and mature a large-scale portfolio planning and reporting capability.

Hybrid working 2 days per week in Liverpool.

Inside the IR35 contract.

High-impact role working with senior leaders on strategic transformation initiatives.

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