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Portfolio Planner Wanted at Sway Sourcing

Sway Sourcing Sweden AB

Skåne län, Lund

Previous experience is desired

178 days left
to apply for the job

About the assignment 🚀

We are looking for a Portfolio Planner who will be a key person in developing and strengthening the organization's portfolio planning. The role involves taking overall responsibility for identifying gaps in processes, data, and tools, proposing solutions, and ensuring that improvements are driven all the way to implementation-ready solutions.

You will work in a complex environment with both Waterfall and Agile processes and contribute to increased transparency, data quality, and decision support through advanced tool development. The role combines analysis, change driving, and technical development – where Power BI, Power Automate, SAP, and PlanView are central parts of everyday life.

Your tasks 🧩

You will proactively identify underperforming processes and bottlenecks within portfolio management, analyze root causes, and drive improvements from idea to finished solution in close collaboration with stakeholders. You will manage and update the integrated portfolio roadmap in line with business needs and dependencies between organizations, ensuring high transparency through clear visualizations of portfolio, program, and project views, workload, KPIs, decisions, and financial perspectives.

The role also involves supporting governance forums with data-driven insights and recommendations, as well as ensuring high data quality in dashboards, KPIs, and status reports.

You will be responsible for collecting and structuring data from various sources, ensuring data quality, and optimizing data management for different consumption and reporting needs. An important part of the assignment is to design and develop advanced Power BI dashboards, create automated workflows in Power Automate and VBA, and optimize data flows between SAP, PlanView, and other portfolio systems. You will also contribute to the implementation of new tools and ensure smooth integration into the existing IT infrastructure.

Expected deliverables 🎯
  • Identified and prioritized improvement areas within portfolio processes, data, and tools

  • Completed solution proposals and implementation plans

  • Updated and transparent portfolio roadmap

  • Advanced Power BI dashboards for portfolio and KPI tracking

  • Automated workflows that reduce manual work

  • Optimized and quality-assured data flows between SAP, PlanView, and other systems

Your profile / Mandatory competencies ✅
  • 3–5+ years of experience in portfolio planning, project/program management, or strategic planning

  • Experience with portfolio processes in both Waterfall and Agile environments

  • Good understanding of financial planning and budgeting processes

  • Deep technical understanding of IT infrastructure and system landscape

  • Advanced skills in Power BI

  • Advanced skills in Power Automate

  • Deep understanding of SAP transactions and data flows

  • Experience with PlanView or similar portfolio tools

  • Experience with VBA for Excel automation

  • Relevant academic degree (Business, Engineering, Finance, or similar)

  • Fluent in Swedish and English, both spoken and written

Personal qualities 🌟

You are driven and solution-oriented with the ability to identify gaps and independently develop and implement improvements. You work in a structured and detail-focused manner, ensuring that solutions are robust and anchored with stakeholders. You have a good understanding of change management and can influence and create alignment without formal mandate. You thrive in a multicultural and fast-paced environment with many parallel dependencies.

Structural information 📌

Location: Lund, Sweden Remote: Up to 25% Extent: Full-time, 40 hours/week Start: As soon as possible Period: ASAP – December 31, 2026 Application deadline: February 27, 2026

Sway Sourcing is an innovative recruitment partner specializing in matching the right talent with the right company – quickly and efficiently. Our main focus is within Finance, Administration, HR, Marketing, and IT, but we also have the broad expertise and flexibility required to deliver tailored recruitment solutions across all industries.

Despite being a relatively new player, we have already built trust with many of Sweden's largest companies and work both nationally and internationally. With bases in Sweden and Spain, we offer a unique combination of local expertise and global reach. Our strong network and deep industry insights make us a natural partner for companies looking to stay ahead in their recruitment.

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