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Manager Portfolio Financials & Reporting – oversee financial tracking of Caribbean Banking projects, support annual planning, and report to the Investment Review Board.
Based in Port of Spain, Trinidad and Tobago, you will manage budgets, forecasts, dashboards, and PMO governance for the digital technology portfolio.
Job Information
Title: Manager Portfolio Financials & Reporting
Location: Port of Spain, Trinidad and Tobago
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
Administración de datos, Documentos de investigación, Investigación cuantitativa, Minería de datos, Modelado de datos, Movimiento de datos, Orientado al detalle, Pensamiento crítico, Resolución de problemas en grupo
Additional Job Details
Address: 7-9 SAINT CLAIR AVENUE, 8:PORT OF SPAIN
City: Port Of Spain
Country: Trinidad y 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
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Application Invitation
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.