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Sun Life Financial, Inc.
Sr. Project Management Process and Reporting, DentaQuestSun Life Financial, Inc. • Milwaukee, WI, United States
Sr. Project Management Process and Reporting, DentaQuest

Sr. Project Management Process and Reporting, DentaQuest

Sun Life Financial, Inc. • Milwaukee, WI, United States
6 days ago
Salary
$97,400.00–$146,100.00 yearly
Job type
  • Full-time
Job description

Sr. Project Management Process & Reporting

The Sr. Project Management Process & Reporting role supports Project Portfolio Management (PPM) activities to drive transparency, governance, and delivery excellence across the Dental portfolio. This includes developing executive reporting, optimizing PMO processes, and leveraging modern PPM tools to improve efficiency, insight, and decision-making.

How you will contribute:

  • Develop and deliver executive-level dashboards with clear, actionable insights on portfolio health, performance, financials, and resource utilization
  • Establish and maintain a cadence-based reporting framework aligned to PMO governance (financial, resource, delivery metrics)
  • Lead the design and implementation of a value delivery framework across the dental portfolio, ensuring initiatives are aligned to strategic outcomes, measurable benefits, and business value realization
  • Support portfolio prioritization and investment alignment by partnering with PMO, business and technology leaders to ensure funding and resources are allocated to the highest-value initiatives
  • Advance lean portfolio governance practices, focusing on reducing waste, accelerating decision-making, and improving flow of work across the portfolio
  • Align PMO processes and tooling to support lean portfolio management, enabling transparency, faster throughput, and continuous value delivery
  • Leverage Power BI for advanced data visualization, reporting automation, and scalable analytics solutions
  • Analyze portfolio data to provide insights and recommendations to leadership, with a focus on value realization, delivery efficiency, and risk mitigation
  • Ensure adherence to PMO governance standards, methodologies, and best practices
  • Maintain and continuously improve PMO workflows, templates, and communication frameworks
  • Provide end-user training, documentation, and ongoing support for PMO processes and tools
  • Drive continuous improvement using Waterfall and Agile methodologies, supported by tools such as: Smartsheet, Planview (PPM/Portfolio Management), Jira, Confluence
  • Increase efficiency by reducing manual reporting and automating processes and data flows across PPM and Agile tools
  • Promote adoption of standardized tools and processes to enable consistent, scalable, and value-driven delivery
  • Identify opportunities to enhance PMO capabilities and align with evolving business and dental portfolio priorities

What you will bring with you :

Required:

  • BS/BA degree in Business, Technology, or related field (or equivalent experience)
  • 3+ years of experience in a project management or PMO environment
  • Strong experience with data analysis and visualization, preferably using Power BI
  • Hands-on experience with PPM and collaboration tools, including: Smartsheet, Planview, Jira, Confluence
  • Solid understanding of project management methodologies (Agile and/or Waterfall)
  • Strong analytical, problem-solving, and data storytelling skills
  • High attention to detail and ability to manage multiple priorities
  • Proficiency with Microsoft Office (Excel, PowerPoint, Word, Outlook)
  • Strong communication and stakeholder management skills

Preferred:

  • Experience integrating Power BI with Smartsheet, Planview, Jira, or Confluence for automated reporting
  • Experience with portfolio-level reporting and governance frameworks
  • PMP or related certification
  • Ability to organize and prioritize coordination of multiple jobs/assignments.
  • Ability to establish and maintain effective relationships to gain trust and respect
  • Capable of building constructive relationships to foster collaboration and cross-functional thinking
  • Ability to communicate effectively with coworkers, technical personnel, and leadership through verbal and written means
  • Ability to work in a fast-paced, deadline-driven environment while staying focused on objectives
  • Flexible, ability to adapt to changing requirements and priorities.
  • Able to learn new concepts quickly, easily make connections among previously unrelated ideas and enjoy the challenge of unfamiliar tasks.

Salary Range: $97,400 - $146,100

At our company, we are committed to pay transparency and equity. The salary range for this role is competitive nationwide, and we strive to ensure that compensation is fair and equitable. Your actual base salary will be determined based on your unique skills, qualifications, experience, education, and geographic location. In addition to your base salary, this position is eligible for a discretionary annual incentive award based on your individual performance as well as the overall performance of the business. We are dedicated to creating a work environment where everyone is rewarded for their contributions.

Not ready to apply yet but want to stay in touch? Join our talent community to stay connected until the time is right for you!

We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds, perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.

Life is brighter when you work at Sun Life

At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program. Plan for your future with our 401(k) employer match, stock purchase options and an employer-funded retirement account. Enjoy a flexible, inclusive and collaborative work environment that supports career growth. We're proud to be recognized in our communities as a top employer. Proudly Great Place to Work Certified in Canada and the U.S., we've also been recognized as a "Top 10" employer by the Boston Globe's "Top Places to Work" for two years in a row. Visit our website to learn more about our benefits and recognition within our communities.

We will make reasonable accommodations to the known physical or mental limitations of otherwise-qualified individuals with disabilities or special disabled veterans, unless the accommodation would impose an undue hardship on the operation of our business. Please email thebrightside@sunlife.com to request an accommodation.

For applicants residing in California, please read our employee California Privacy Policy and Notice.

We do not require or administer lie detector tests as a condition of employment or continued employment.

Sun Life will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including applicable fair chance ordinances.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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Sr. Project Management Process and Reporting, DentaQuest • Milwaukee, WI, United States

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