Portfolio Analyst

Key Responsibilities

• Manage and maintain a comprehensive portfolio KPI framework, ensuring metrics are accurate, relevant, and aligned with business objectives.
• Advance and strengthen the current portfolio management program and foundational processes, identifying opportunities for standardization, automation, and continuous improvement.
• Develop, manage, and monitor portfolio budgets, forecasts, and financial performance.
• Analyze portfolio performance, identifying trends, risks, variances, and opportunities for improvement.
• Develop and maintain Power BI dashboards, scorecards, and reports to provide real-time visibility into portfolio health and performance.
• Translate complex data into clear, actionable insights for leadership and key stakeholders.
• Establish reporting standards and ensure consistent KPI definitions, data quality, and reporting methodologies across the portfolio.
• Partner with project managers, finance, engineering, operations, and other stakeholders to collect and validate portfolio data.
• Monitor actuals versus budget and forecast, investigate variances, and communicate financial impacts.
• Support portfolio planning, prioritization, resource allocation, and strategic decision-making.
• Develop recurring management reports and executive-level presentations.
• Identify gaps in current processes and recommend improvements to increase efficiency, data visibility, and decision-making capabilities.
• Support the development of standardized tools, templates, processes, and governance practices for the portfolio.
• Maintain documentation related to KPIs, budgets, reporting processes, and portfolio performance.
• Perform ad hoc financial, operational, and portfolio analysis as needed.

Required Qualifications

• Bachelor's degree in Business, Finance, Engineering, Analytics, Project Management, or a related field.
• 3+ years of experience in portfolio analysis, project controls, business analysis, financial analysis, or program/project management.
• Strong experience managing and analyzing KPIs and performance metrics.
• Proficiency in Microsoft Power BI, including dashboard development, data visualization, and reporting.
• Experience developing and managing budgets, forecasts, and financial reporting.
• Strong analytical and problem-solving skills with the ability to interpret complex data.
• Advanced proficiency in Microsoft Excel.
• Strong communication and presentation skills.
• Ability to work effectively with cross-functional teams and senior stakeholders.
• Strong attention to detail and ability to manage multiple priorities