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, advantages, 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

Strong 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 (Winnipeg)
🏢 YDCPro
📍 Winnipeg