Lead banking portfolio oversight through budgeting and financial planning with YDCPro, supporting strategic initiatives across business and technology.
This consultant manages banking projects against priorities, approved budgets, and strategic objectives. The work spans portfolio governance, investment prioritization, financial analysis, and delivery oversight. Collaboration with finance teams, business leaders, and project managers supports funding and resource allocation decisions.
Key Responsibilities: Manage banking project portfolios against priorities and approved budgets
Develop budgets, forecasts, and portfolio spending plans
Analyze expenditures, investigate variances, and recommend corrective actions
Evaluate business cases, costs, benefits, and resource requirements




Prepare dashboards, reports, and executive presentations
Requirements: Bachelor’s degree in finance, accounting, business, economics, or related discipline
Seven to ten years’ banking or financial services experience
Experience in portfolio management, financial planning, or PMO functions
Advanced Excel and Power BI experience
Solid analytical, stakeholder management, communication, and presentation skills
Apply banking portfolio management, financial governance, and forecasting expertise to support informed investment and delivery decisions.

📌 Banking portfolio management consultant (Toronto)
🏢 YDCPro
📍 Toronto