Strategic Planning and Performance, Principal - Lean Portfolio Management

Your Role

The Enterprise Portfolio Value Office (EPVO), a function of the Enterprise Strategy & Innovation organization, is responsible for ensuring Blue Shield of California delivers our enterprise goals and strategic priorities and attaining business value through portfolio initiatives Lean Portfolio Management and Value Management industry best practices.

The Strategic Planning and Performance Principal will report to the Senior Manager. In this role you will be responsible for designing, developing, and implementing initiatives on our capability roadmap and supporting our planning processes. This role will be a liaison between portfolio leaders and other enterprise teams. Our team focuses on building capabilities through collaboration and influence, partnering across the entire organization. Our leadership model is about developing great leaders at all levels and creating opportunities for our people to grow – personally, professionally, and financially. We are looking for leaders that are energized by creative and critical thinking, building, and sustaining high-performing teams, getting results the right way, and fostering continuous learning.

Your Work

In this role, you will:

• Plan and implement complex programs spanning across business areas which include encompassing multiple projects, initiatives, and where analysis requires evaluation of intangible variance factors
• Facilitate annual and quarterly strategic planning process
• Recommend effective action plans based on key business issues and implement to successful conclusion
• Be responsible for portfolio performance analysis, identify risks and opportunities, formulate recommendations, create performance dashboards and executive level presentations
• Manage the execution of monthly, quarterly and annual enterprise deliverables
• Make moderate to significant improvements of processes, systems or products to enhance performance of job area
• Act as a liaison with portfolio leaders and other enterprise teams
• Develop and deliver presentations on relevant topics to inform and influence stakeholders and senior leaders
• Demonstrate a strong sense of urgency and a commitment to data-driven decision making

Your Knowledge and Experience

• Requires a bachelor’s degree or equivalent experience
• Requires at least 10 years of prior relevant experience in lean portfolio management, project management and agile delivery
• Requires a proven track record of company-wide contributions
• Requires accountability, adaptability, and experience influencing and leading cross-functional teams to meaningful results
• Requires strong capability to interpret data trends and translate them into strategic action plans that drive measurable value
• Understanding of business organization and culture and the ability to think conceptually and design solutions through collaboration
• Prior experience leading strategic planning, enterprise roadmap development, and advising engagements with and for senior leadership strongly preferred

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ABOUT THE TEAM
About Blue Shield of California

As of January 2025, Blue Shield of California became a subsidiary of Ascendiun. Ascendiun is a nonprofit corporate entity that is the parent to a family of organizations including Blue Shield of California and its subsidiary, Blue Shield of California Promise Health Plan; Altais, a clinical services company; and Stellarus, a company designed to scale healthcare solutions. Together, these organizations are referred to as the Ascendiun Family of Companies.

At Blue Shield of California, our mission is to create a healthcare system worthy of our family and friends and sustainably affordable. We are transforming health care in a way that genuinely serves our nonprofit mission by lowering costs, improving quality, and enhancing the member and physician experience.

To achieve our mission, we foster an environment where all employees can thrive and contribute fully to address the needs of the various communities we serve. We are committed to creating and maintaining a supportive workplace that upholds our values and advances our goals.

Blue Shield is a U.S. News Best Company to work for, a Deloitte U.S. Best Managed Company and a Top 100 Inspiring Workplace. We were recognized by Fair360 as a Top Regional Company, and one of the 50 most community-minded companies in the United States by Points of Light. Here at Blue Shield, we strive to make a positive change across our industry and communities – join us!

Our Values:

• Honest. We hold ourselves to the highest ethical and integrity standards. We build trust by doing what we say we're going to do and by acknowledging and correcting where we fall short.
• Human. We strive to listen and communicate effectively, showing empathy by understanding others' perspectives.
• Courageous. We stand up for what we believe in and are committed to the hard work necessary to achieve our ambitious goals.

Our Workplace Model:

At Blue Shield of California and the Ascendiun Family of Companies, we believe in fostering a workplace environment that balances purposeful in-person collaboration with flexibility. As we continue to evolve our workplace model, our focus remains on creating spaces where our people can connect with purpose – whether working in the office or through a hybrid approach – by providing clear expectations while respecting the diverse needs of our workforce.

Two Ways of Working:

• Hybrid (Default): Work from a business unit-approved office at least two (2) times per month (for roles below Director-level) or once per week (for Director-level roles and above). Exceptions:

o Member-facing and approved out-of-state roles remain remote.

o Employees living more than 50 miles from their assigned offices are expected to work with their managers on a plan for periodic office visits.

o For employees with medical conditions that may impact their ability to work in-office, we are committed to engaging in an interactive process and providing reasonable accommodations to ensure their work environment is conducive to their success and well-being.

• On-Site: Work from a business unit-approved office an average of four (4) or more days a week.

Physical Requirements:

Office Environment - roles involving part to full time schedule in Office Environment. Based in our physical offices and work from home office/deskwork - Activity level: Sedentary, frequency most of work day.

Equal Employment Opportunity:

External hires must pass a background check/drug screen. Qualified applicants with arrest records and/or conviction records will be considered for employment in a manner consistent with Federal, State and local laws, including but not limited to the San Francisco Fair Chance Ordinance. All qualified applicants will receive consideration for employment without regards to race, color, religion, sex, national origin, sexual orientation, gender identity, protected veteran status or disability status and any other classification protected by Federal, State and local laws.