Portfolio Planner
Incluso AB / Datajobb / Lund
2026-01-23
Visa alla datajobb i Lund,
Lomma,
Staffanstorp,
Burlöv,
Kävlinge eller i
hela Sverige Visa alla jobb hos Incluso AB i Lund,
Malmö,
Eslöv,
Helsingborg,
Perstorp eller i
hela Sverige We are looking for a Portfolio Planner for a global manufacturing company in Lund.
Start is ASAP, 11 month's contract to begin with, possibility of extension after that.
Join us as a Portfolio Planner and become the driving force behind operational excellence in portfolio planning. In this role, you will not only take ownership of identifying Portfolio (processes, data and tools) gaps, proposing solutions, and ensuring identified improvements reach full implementation but you will also develop advanced tools and Power BI dashboards.
Key Responsibilities
Portfolio Planning
• Proactively identify gaps and underperforming processes, analyze bottlenecks, and drive improvements independently (from gap identification through solution design and full implementation readiness) working closely with stakeholders to ensure alignment with organizational objectives
• Maintain and update the integrated portfolio roadmap aligned with business needs and other organisations
• Ensure transparency of data through clear visualization (Portfolio views, programmes views, project views, org workload, KPIs, Decisions, Financial views, etc.)
• Benchmark outside the organization to identify possible improvement opportunities
Governance & Reporting
• Support governance forums with data-driven insights and recommendations
• Ensure data accuracy of portfolio dashboards, KPIs, and status reports for better-informed strategic and operational decisions
Data Collection & Preparation
• Gathering data from primary and secondary sources. Ensuring data accuracy and consistency by organizing and preparing it for analysis
• Optimizing data management to fit consumption purposes
Tool Development & Automation
• Design and develop Power BI dashboards for portfolio reporting and KPIs
• Create automation workflows using Power Automate and VBA scripts to streamline processes
• Integrate new tools into existing infrastructure with minimal disruption
Data Management & Integration
• Optimize data flows between SAP, PlanView, and other portfolio systems
• Prepare and organize data for consumption and decision-making
• Oversee the implementation process of new systems/tools and integrate them into existing infrastructure with minimal disruption
Knowledge & Skills
Procedures, processes and needs:
Knowledge of organizational processes, procedures, systems, tools and existing data/information (Waterfall, Agile, PlanView, SAP, Early management, etc.)
Familiarity with financial planning and budgeting processes
Deep knowledge of computer science, IT infrastructure, and systems
Advanced Power Automate skill
Deep understanding of SAP transactions and dataflows
Advanced PowerBi development skills
Able to create VBA scripts to improve Excel files usage
Qualifications
• Bachelor's or Master's degree in Business, Engineering, Finance, or related field.
• 3-5+ years of experience in portfolio planning, project management, or strategic planning.
Your Profile
• Driven and Problem-solving oriented: able to identify gaps, provide solutions and drive the solution implementation proactively, supporting business productivity and growth
• Detailed oriented: Solutions must be robust and fully aligned with stakeholders
• Change management aware
• Ability to influence without authority and drive cross-functional alignment
• Fluent English and Swedish meritorious
• Able to thrive in a multicultural, high-pace environment
This is a full-time consultant position in Lund through Incluso. Start is "ASAP, 11 month's limited contract to begin with, possibility of extension after that. This role is 75% onsite in Lund.
Please submit your CV as soon as possible since we will review the applications on an on-going basis.
For more information about this role, please contact Kanika Singhal recruiter at Incluso.
Så ansöker du Sista dag att ansöka är 2026-02-03
Klicka på denna länk för att göra din ansökan Arbetsgivarens referens Arbetsgivarens referens för detta jobb är "teamtailor-7104184-1805074".
Arbetsgivare Incluso AB (org.nr 559002-3213),
https://openings.incluso.se Stora Södergatan 15 (
visa karta)
222 23 LUND
Arbetsplats Incluso
Jobbnummer 9701540