Chelsea Bowman
Senior Program/Portfolio Analyst
- Role
- Senior Program Portfolio Analyst at TD
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Chelsea Bowman
Scrum certified finance & risk professional with 8+ years of experience in banking and financial services supportingproject execution, liquidity monitoring, executive financial reporting, & enterprise risk initiatives across largeinvestment and banking portfolios. Experienced partnering with treasury, finance, and technology teams toimplement liquidity monitoring systems, develop executive reporting dashboards and improve financial datagovernance. Adept at turning complex data into actionable insights while driving cross-functional initiatives acrossregulated banking environments.
Experience
Senior Program Portfolio Analyst
Feb 2026 — Present
Serve as a senior program and portfolio analyst supporting enterprise initiatives across multiple business lineswithin a highly regulated banking environment. Provide complex analysis, integrated reporting, risk tracking, andexecutive insights across data, platform, and governance initiatives. In doing this I partner with finance,technology, and business leaders to monitor performance, dependencies, and operational risk.• Developed integrated executive reporting across concurrent enterprise initiatives, consolidatingschedules, milestones, risks, and dependencies into dashboards and portfolio status materials used forleadership decision making.• Conducted portfolio- level analysis to identify trends, operational risks, and performance insights,supporting improved governance and reporting transparency across strategic programs.• Maintain RAID logs, dependency tracking, and decision registers to proactively identify risks, escalateblockers, and support enterprise program oversight.• Prepare executive presentations and portfolio readouts translating complex project and operational datainto clear insights for senior leadership and cross-functional stakeholders.
Education
Winthrop University
Master of Business Administration (M.B.A.), Finance
Winthrop University
Bachelor's Degree, Accounting
Scrum Alliance
Certification, Scrum Master
2022 — 2026
Winthrop University
Master of Business Administration, Finance, General
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