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Skills
Artificial Intelligence (AI)unmatched
Automationunmatched
Business Operationsunmatched
Communication Skillsunmatched
Data Analysisunmatched
Data Qualityunmatched
Data Visualizationunmatched
Detail Orientedunmatched
Fundingunmatched
Investment Managementunmatched
Meeting Minutesunmatched
Microsoft Excelunmatched
Microsoft PowerPointunmatched
Microsoft SharePointunmatched
Microsoft Wordunmatched
Operational Improvementunmatched
Operational Supportunmatched
Portfolio Analysisunmatched
Power BIunmatched
Process Developmentunmatched
Process Improvementunmatched
Quality Managementunmatched
Reconciliationunmatched
Reporting Dashboardsunmatched
Trend Analysisunmatched
Use Casesunmatched
Writing Skillsunmatched
Description
Summary:
Location: Oakland, CA Local is preferred but non-local is acceptable.
Work Mode: Remote, hybrid, or onsite. If local, hybrid in-office availability (roughly 1 day/week).
Duration: 12 months
Responsibilities:
Track AI use cases across intake, governance, delivery, production readiness, ownership, status, and value realization.
Support value capture documentation, including projected value, realized benefits, savings, costs, assumptions, and key metrics.
Maintain and reconcile portfolio data across trackers, dashboards, reports, and source systems to improve accuracy and completeness.
Analyze portfolio trends such as value, pipeline mix, platform usage, functional area, lifecycle stage, funding needs, and delivery readiness.
Coordinate with use case owners and governance stakeholders to gather missing information, confirm status, and resolve open items.
Support program operations, including meeting notes, action items, status updates, follow-up communications, registration checks, and artifact organization.
Requirements:
Strong organization, attention to detail, and ability to manage follow-ups across multiple workstreams.
Clear written communication skills, including the ability to summarize status, issues, and next steps for business and technical stakeholders.
Comfort working with portfolio, operational, or governance data in tools such as Excel, SharePoint, Power BI, PowerPoint, Word, and Teams.
Preferred Skills:
Experience or interest in Power Apps, Power Automate, data visualization, or reporting automation.
Ability to identify process gaps, improve data quality, and propose practical operational improvements.
Interest in AI, portfolio management, technology governance, value tracking, data analysis, or business operations.