Portfolio Planner

Avaron AB is a growing consultancy focused on technology, finance, and business support. We match your expertise with the market's most interesting assignments, offering a platform where your professional development is central.

As a Portfolio Planner, you will play a key role in strengthening portfolio planning through improved processes, high-quality data, and smarter tooling. You will identify gaps and bottlenecks, propose solutions, and drive improvements all the way to implementation readiness. A central part of the role is developing advanced reporting and automation—especially Power BI dashboards and workflow solutions—to increase transparency and enable better strategic and operational decisions.

• Identify gaps and underperforming portfolio processes, analyze bottlenecks, and drive improvements from problem definition to solution design and implementation readiness
• Collaborate with stakeholders to ensure alignment with organizational objectives and cross-functional ways of working
• Maintain and continuously update an integrated portfolio roadmap aligned with business needs and other organizations
• Create clear portfolio visualizations and views (e.g., programs, projects, workload, KPIs, decisions, and financial perspectives) to improve transparency
• Support governance forums with data-driven insights and recommendations
• Ensure accuracy and reliability in portfolio dashboards, KPIs, and status reporting
• Collect, structure, and prepare data from multiple sources to enable analysis and decision-making
• Optimize data management for different consumption needs
• Design and develop Power BI dashboards for portfolio reporting and KPIs
• Create automation workflows using Power Automate and VBA to streamline processes and reduce manual work
• Optimize and manage data flows between SAP, PlanView, and other portfolio systems
• Support implementation and integration of new systems and tools with minimal disruption
• Benchmark outside the organization to identify improvement opportunities

• 3–5+ years of experience in portfolio planning, project management, or strategic planning
• Bachelor’s or Master’s degree in Business, Engineering, Finance, or a related field
• Knowledge of organizational processes, procedures, systems, tools, and existing data/information (e.g., Waterfall, Agile, PlanView, SAP)
• Familiarity with financial planning and budgeting processes
• Deep knowledge of computer science, IT infrastructure, and systems
• Advanced Power BI development skills
• Advanced Power Automate skills
• Deep understanding of SAP transactions and data flows
• Ability to create VBA scripts to improve Excel usage
• Fluent in English
• Ability to work effectively in a multicultural, high-paced environment

• Change management awareness
• Ability to influence without formal authority and drive cross-functional alignment

Selections are made on an ongoing basis, so we recommend that you apply as soon as possible.