Portfolio Manager

UK-Newcastle upon Tyne
Job ID
Position Type


Finance Transformation Portfolio Manager

Reporting to the Finance Transformation Director


Be a Part of Who We Are

Sage energizes the success of businesses and their communities around the world through the use of smart technology and the imagination of our people. Sage has reimagined business and brings energy, experience and technology to inspire our customers to fulfil their dreams. We work with a thriving community of entrepreneurs, business owners, tradespeople, accountants, partners and developers who drive the global economy. Sage is a FTSE 100 company with 14,000 employees in 24 countries. For further information please visit www.sage.com

Role Summary

The global finance team at Sage has embarked upon a comprehensive transformation programme to centralise Finance Operations and roll out X3 to leverage the value of Sage globally.  This role will provide portfolio management to co-ordinate and drive successful and timely delivery of the technology, process and people changes across our global presence.



As Finance Transformation Portfolio Manager you’ll be responsible for:

Experience of project management / PMO / planning / portfolio management in a complex environment - from business case / requirements through to implementation and go-live
Finance Transformation steering group and supporting workshops facilitation and presentation
Develop strong stakeholder relations with risk management, enterprise project management, budgeting, Tax and Treasury
Experience in large global organisation using mix of in-sourced and out-sourced service providers
Experience of leading, influencing, planning and decision making in a complex geographical/ functional matrix organization
Proven ability to lead a portfolio of projects with annual budget in range £1-5m
Attend IT Infrastructure steering group and supporting engagements
Engagement and coordination of project managers assigned to programme
Oversight and line management for programme PMO team and project managers
Ensuring all project managers are technically equipped in applying correct project methodology



Customer Focused, able to use their understanding of our customers to take proactive action to improve the customer experience and exceed their expectations.
Action Oriented, able to spot opportunities, able to engage the right people and create plans to makes things happen.
Accountable, holding self and others to account for meeting goals and celebrating success.
Trustworthy, a role model with high standards of honesty and integrity and show consistency between what they say and how they act.
Innovative, able to spot opportunities to do things better and share best practice.
Collaborative, taking a proactive interest in other business areas and bringing the right people together to ensure we deliver what’s important.   
Driving Engagement, creating a climate where colleagues are motivated to do their best.


Newcastle upon Tyne, UK
Occasional travel


Person Specification


Knowledge and Skills:

Proven track record of strategic thinking and business acumen
Excellent change management and leadership skills
Well organised with proven ability to handle complexity and multiple projects through to completions
Competent in problem solving and team building
Excellent written, verbal and presentation skills
Ability to lead, persuade and influence people at all levels and develop good working relationships
Ability to work effectively in a matrix organisation
Strong commercial understanding
Ability to manage a range of contractors and key people involved in a project in order to ensure the project remains on time and to the required standards
Ability to communicate well with both internal executive staff, operational team members and contractors from all backgrounds
Proven track record in a similar role with clear evidence of execution in Finance / ERP delivery
Experience of working in a matrix environment

Company Information

Our Story

Sage is the market leader for integrated accounting, payroll and payment systems, supporting the ambition of the world’s entrepreneurs.


Like many of the businesses we serve, Sage began as a small business and has grown beyond what seemed imaginable. Today over 13000 colleagues now support millions of entrepreneurs across 23 countries as they power the global economy.

It is these entrepreneurs who are the drivers of prosperity and it’s our privilege and honour to serve them. We take real pride from how many of our customers have flourished and, that our products have grown with them as they moved from start-up to successful, international businesses.

In a world where only the voices of the biggest are heard, we will always fight to hear the voice of the entrepreneur.


An innovator today and tomorrow     

Our smart people use the smartest technology to reinvent and simplify business accounting - working with a thriving community of entrepreneurs, business owners, tradespeople, accountants, partners and developers. 

We enable our customers to focus on their business and help them to leapfrog to the future.


Inventing the future 

We are changing the way that millions of businesses track the movement of money through their business. We are also changing the way we do business. And as a FTSE 100 business we believe in a socially-responsible world and we are active in supporting our local communities and invest in making a real difference through the philanthropy of the Sage Foundation. Our Sage Foundation is based on the 2+2+2 model - 2% of free cash flow, 2% of colleagues' time and up to 2 free products each year to charitable organizations. Colleagues are empowered to give to the causes that matter to them.

Our customers make life-sacrifices. They take risks to follow their dreams and pursue their passions and, on this, global prosperity is built. They deserve a bigger voice and we will always work hard to champion this noble cause.


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