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Enterprise Planning and Portfolio Management Director

Resp & Qualifications


The Director, Enterprise Planning & Portfolio Management is accountable for all aspects of multi-year enterprise planning and portfolio management for the Federal Employee Program Operations Center (FEPOC), collaborating with BCBSA Director’s Office in ensuring strategic imperatives and long-range goals and objectives are appropriately aligned with organizational goals and strategic objectives.  The FEPOC portfolio is comprised of more than $160 million highly complex, large scale, corporate programs comprised of multiple IT strategic and infrastructure projects, all of which have a significant legal and/or financial impact to the Federal Employee Program.  The Director, Portfolio Management is also responsible for ensuring proper performance, reporting and financial management of the portfolio, to include forecasting and estimating.  This position directs the activities of enterprise planning and portfolio management resources responsible for annual planning, portfolio risk management, integrated portfolio management and resource utilization management.  This position works closely with the BCBSA Director’s Office and executive management.


ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:

Strategy and Planning:

  • Develop and maintain demand/capacity model that drives a financially sound integrated three-year Portfolio Pipeline plan
  • Act as a point of contact for all portfolio related matters in the FEPOC portfolio to drive, track, escalate, and communicate on the portfolio to all key stakeholders
  • Initiate and lead portfolio feasibility analysis with key technology teams to assess risks, complexity, scope and size of proposed projects; ensuring they are planned in an accelerated and affordable manner
  • Communicate vision and complex portfolio strategies and design to senior management, executives, business partners, and stakeholders to gain their support and/or approval of the recommended approach
  • Collaborate closely with peers to drive benefit from cross functional/organizational synergies
  • Have full understanding of all work included in the annual portfolio plan including value of planned initiatives
  • Rapidly respond to changing business priorities and requirements and re-prioritize delivery plans, as required
  • Stay abreast of emerging portfolio management trends to ensure programs and projects drive stated benefits and create a competitive business position
  • Tactically plans, provides oversight and compliance for all assigned FEPOC Initiatives to the Portfolio Management department  
  • Provides both verbal and written communications regarding project status, risks, issues, and makes recommendations on project decisions to project teams and Senior Management
  • Manages allocation of resources data within the FEPOC to effectively prioritize projects, meet work fluctuations and budget and time constraints in the delivery process. Works with resource managers to mitigate resource risks to the portfolio
  • Serves as a subject matter expert, providing technical and analytical guidance to the program and project teams in relation to portfolio management
  • Manages all aspects of the department, to include annual portfolio planning and cost benefit analysis

Operational Management, Execution and Analytics:


  • Oversee the portfolio by providing appropriate approvals, guidance, and resources
  • Identify and analyze portfolio risk, using available information to support business recommendations and change management -- identifying actions / items to mitigate risk
  • Monitor the results, effectiveness, and overall quality of the portfolio services offered
  • Lead efforts to continually improve the actual and perceived “return on investment” of the portfolio
  • Implements established policies, system monitors and controls to ensure the successful management and reporting of all initiatives in Portfolio Management.   Reports on the initiatives through meetings with FEPOC management, BCBSA Director’s Office management, and the BCBSA Plans and assess the impact portfolio initiatives and procedures and make adjustments to internal operations as necessary to improve performance of development and support teams
  • Provide insight to customer and internal objective alignment to strategy and overall portfolio
  • Working on complex problems where analysis of situation or data requires an in-depth evaluation of various factors to achieve best results
  • Exercises judgment within broadly defined policies and practices to develop corporate methods and techniques
  • Evaluating complex situations accurately and identifies viable solutions that create successful outcomes for the customer
  • Developing and maintaining “lessons-learned” inputs in the project repository for utilization on future projects
  • Manage Portfolio Management Scheduling Analyst to support creation of an integrated portfolio and schedule view, to drive understanding and awareness of dependencies and risks

Stakeholder Management:

  • Manages the relationship between Portfolio Management and the Director’s Office of BCBSA to ensure an optimized portfolio strategy that meets overall Association goals and objectives 
  • Manages the relationship between Portfolio Management and FEPOC internal stakeholders ensuring understanding of services needed and communication and support.  Work with internal teams to establish improvement opportunities and solicit enhancements
  • Conducts portfolio management meetings with identified stakeholders to discuss risks/issues and project status as it relates to the portfolio

Financial Management:

  • Understand financial requirements and work with Finance to provide financial analysis, planning and forecasting to identify strengths, opportunities, weaknesses and threats, and develop recommendations for plans to address within the Portfolio
  • Provide ongoing monitoring of results to identified stakeholders on the status of the budget, in relation to the portfolio management component to assist in assuring objectives are being met, recommending actions as required to remain on track and document reasons for budget excess or shortfall
  • Manage a Portfolio Management team comprised of projects and SOWs with an overall budget of $250+ million per year
  • Collaborate with FEPOC management to ensure project budgets are properly estimated and controlled; provide project level analytics to support overall financial view, and develop controls and measurements to monitor progress


Managerial Leadership:


  • Provide leadership to reports in the form of helping to drive and execute on the portfolio, career development, coaching and management direction
  • Prioritize work in alignment with portfolio management practices, business goals, organizational strategies and objectives
  • Provide goals, mid-year evaluations, year-end evaluations, and development plans
  • Provide effective coaching to maximize performance, promote accountability, and maintain a team environment
  • Make decisions that affect cost, quality and timeliness of deliverables


Risk Management:

  • Ensure business decisions and activities fall within the risk appetite of the FEPOC, and that internal controls are in place and functioning effectively to support management decision-making that protects our assets and adheres to applicable corporate policies, operating directives, laws and regulations (including risk and  compliance)
  • Promote and support the FEPOC’s risk culture including ensuring Associates understand their accountabilities for risk-taking activities, promoting an environment of open communication and effective challenge, and leading by example
  • Proactively identify risks and opportunities of both business and technical plans; identify Risk Mitigation Strategies and Contingency Plans for all identified Risks.  Maintain the Portfolio Level issue and risk matrix log
  • Provide a detailed plan for managing and mitigating risks that pertain to the management of the portfolio. Provides a portfolio status report with major risk factors when mitigation approach affects the project timeline, budget, or objectives
  • Coordinate the Risk Management Plan and Risk Mitigation Strategy across all projects/SOWs within the Portfolio



Supervises and leads a team of direct and indirect reports (expected team size 4-8)




  • BA/BS with 15+ years of relevant work experience. Project Management certificate (PMP) from the Project Management Institute (PMI) is preferred
  • Advanced knowledge and 15+ years of experience in portfolio, project and program management, including managing large-scale projects or programs of significant complexity and value with high risk
  • Industry-specific knowledge and experience
  • Demonstrated experience in building portfolio management office structures and operations
  • Progressive broad-based information systems Project/Portfolio Management experience with state-of-the-art hardware and software systems is desirable; knowledge and implementation experience in new computing architectures and networked computing struc­tures
  • Experience in Portfolio Management and execution of multiple related development projects simultaneously
  • Working knowledge of  Systems Development Lifecycle (SDLC) and the Project Management Lifecycle (PMLC), PMBOK, Portfolio Management


Master’s degree in Business or Technology related field.  Prior Health insurance industry exposure; specific experience with successful large-scale Portfolio Management within a cross functional environment. 


  • Excellent relationship management and consulting skills which results in proven ability to quickly earn the trust of key stakeholders, motivate teams; set direction and approach, resolve conflict, deliver tough messages with grace, execute with limited information and ambiguity
  • Expert change leadership and change management skills
  • Expert risk management skills
  • Ability to apply an appropriate depth of perception, discernment and judgment to effectively direct a program in a changing and evolving environment
  • Excellent stakeholder management and influencing skills, capable of balancing multiple perspectives, effective at all levels up to senior executive
  • Sound business and technical acumen, with demonstrated agility in learning and ability becoming comfortable with unfamiliar businesses areas or of technologies
  • Ability to connect programs/projects to broader organizational goals and grasp the key performance drivers of stakeholders
  • Expert presentation, written and verbal communication skills which bring clarity and precision at senior executive levels
  • Excellent problem-solving and critical-thinking skills to recognize and comprehend complex issues, policies, and industry information affecting the business environment
  • Ability to lead dynamic, energized, and highly creative multidiscipline high-performance work teams in learning and applying new skills/techniques to respond to business needs
  • Considerable experience managing and delivering Business and IT centric projects using leading-edge technology, and older legacy systems
  • Strong management, business planning, and development skills
  • Ability to analyze portfolio needs and determine resources needed to meet objectives
  • Ability to create original concepts and take heuristic approaches to testing/refining existing theories and to develop new system approaches to solve problems and seize opportunities to sustain busi­ness success
  • Strong analytical, problem-solving, and conceptual skills
  • Experience with SharePoint, Clarity, MS Project, MS Project Server, MS Office




Department: Customer Strategy and Solutions

Equal Employment Opportunity

CareFirst BlueCross BlueShield is an Equal Opportunity (EEO) employer.  It is the policy of the Company to provide equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

Hire Range Disclaimer

Actual salary will be based on relevant job experience and work history.

Where To Apply

Please visit our website to apply:

Closing Date

Please apply before: 12/8/2018

Federal Disc/Physical Demand

Note:  The incumbent is required to immediately disclose any debarment, exclusion, or other event that makes him/her ineligible to perform work directly or indirectly on Federal health care programs.


The physical demands described here are representative of those that must be met by an employee to perform the essential duties and responsibilities of the position successfully.  Requirements may be modified to accommodate individuals with disabilities.

The employee is primarily seated while performing the duties of the position.  Occasional walking or standing is required.  The hands are regularly used to write, type, key and handle or feel small controls and objects.  The employee must frequently talk and hear.  Weights of up to 25 pounds are occasionally lifted.

Sponsorship in US

Must be eligible to work in the U.S. without Sponsorship

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