Brandy Jones
Mooresville
Summary
Strategic Portfolio Management leader with 15 years of experience overseeing enterprise portfolios, PMO governance, demand management, financial analysis, and executive reporting. Proven ability to strengthen portfolio health by aligning investments to business priorities, improving intake and prioritization processes, managing risks, and supporting data-driven leadership decisions. Experienced in leading analysts, partnering with senior executives, and implementing governance controls that improve delivery discipline, budget adherence, and strategic execution across complex organizations.
Overview
15
15
years of professional experience
Work History
Principal Portfolio Analyst
Blue Cross & Blue Shield of NC
06.2021 - Current
- Mentored junior analysts within healthcare value team, optimizing departmental processes to achieve superior analytical results and support career growth.
- Analyzed and sequenced project requests to streamline the demand management process and enhance project delivery efficiency.
- Conducted thorough analysis of program and project RAID logs in collaboration with stakeholders, prioritizing the development of effective risk mitigation plans for senior leadership discussions.
- Implemented robust controls within PMO to maintain program and project compliance with budgetary limits and approved scope.
- Conducted comprehensive data analysis to provide insights for leadership, ensuring informed decisions on portfolio health and new investment strategies.
- Led initiatives to streamline data analysis workflows, improving efficiency by 30%.
- Mentored junior analysts in portfolio management best practices and analytical techniques.
- Implemented new analytical tools, increasing accuracy of financial forecasting models.
Sr. Portfolio Manager/Analyst
Pearson LLC
11.2018 - 06.2021
- Co-facilitated Demand Management Process, aligning new project requests with company goals.
- Reviewed program/project RAID logs with stakeholders, developing risk mitigation plans.
- Met with stakeholders to review program/project RAID logs and discuss risk mitigation plans.
- Presented monthly project status reports to CIO and Information Technology Senior Leadership, ensuring transparency and accountability.
- Led strategic portfolio assessments to optimize investment decisions and align with organizational goals.
- Developed and implemented risk management frameworks to enhance portfolio performance and mitigate potential losses.
- Mentored junior portfolio managers, fostering professional growth and enhancing team capabilities in investment strategies.
Sr. CIO Portfolio Management Analyst
Credit Suisse
10.2017 - 11.2018
- Collaborated with Corporate Finance to monitor operational expenses across portfolio.
- Assisted leadership in planning process for Group CTO, contributing to strategic alignment.
- Supported leadership in the 2019 Planning process for Group CTO.
- Facilitated change management process, informing leadership of critical changes affecting CTO portfolio.
- Led digital transformation initiatives aligning IT strategy with business objectives.
- Oversaw IT governance frameworks ensuring operational efficiency and risk management.
- Managed multi-million dollar budgets optimizing resource allocation across technology projects.
Sr. Portfolio Management Analyst
LabCorp Diagnostics
09.2016 - 10.2017
- Facilitated communication with corporate finance to oversee and report on project-level capital expenditure activities.
- Utilized GAAP accounting standards to enhance accuracy in forecasting project and program spending across the portfolio.
- Analyzed and communicated financial variances to enhance leadership understanding during monthly financial meetings.
- Developed tailored reports for executive leadership to enhance strategic decision-making related to portfolio performance.
Project Financial Analyst Associate
Blue Cross Blue
05.2011 - 08.2016
- Conducted comprehensive analysis of resource capacity and demand to inform portfolio planning and budget strategies.
- Guided project management teams to implement appropriate methodologies for successful project execution.
- Presented detailed analyses of financial risks in both written and verbal formats, ensuring clarity for stakeholders and leadership.
- Directed budgetary oversight for compliance and mandates portfolio, resulting in a significant decrease in operational costs by $500,000 while maintaining strict variance controls.
Education
Masters - Business Administration
Pfeiffer University
Charlotte05-2014
Bachelor of Arts - Psychology
East Carolina University
Greenville05-2010
Skills
- Portfolio Management
- Demand Management
- Budget Forecasting
- Resource & Capacity Planning
- Process Improvement
- Stakeholder Engagement
- Financial Planning
- Executive Reporting
- Risk Mitigation
- Resource & Capacity Planning
Accomplishments
- Successfully trained all PMO Mangers and their direct reports on the new Change Control Process.
- Implemented a more efficient Demand Management process which saved time on the front-end process and increased technology engagement.
Affiliations
Member, Women In Technology (2018 - present)
Websites, Portfolios, Profiles
https://www.linkedin.com/in/brandy-jones-mba-b7314017/
Timeline
Principal Portfolio Analyst
Blue Cross & Blue Shield of NC
06.2021 - Current
Sr. Portfolio Manager/Analyst
Pearson LLC
11.2018 - 06.2021
Sr. CIO Portfolio Management Analyst
Credit Suisse
10.2017 - 11.2018
Sr. Portfolio Management Analyst
LabCorp Diagnostics
09.2016 - 10.2017
Project Financial Analyst Associate
Blue Cross Blue
05.2011 - 08.2016
Bachelor of Arts - Psychology
East Carolina University
Masters - Business Administration
Pfeiffer University