Workforce & Portfolio Planning Analyst
Core
Partners with stakeholders to track IT portfolio investments, maintain budget forecasts, and support workforce planning efforts.
Role type
Analyst
Builds
IT portfolio, financial, and workforce reporting; dashboards, metrics, and reporting tools
Domain
Financial Services / IT Portfolio Management
Deliverable
dashboards & analysis
Required skills
budget forecasting, resource capacity analysis, financial reporting, process improvement, data analysis
Preferred skills
project management, Financial Services experience
Technologies
dashboards, reporting tools
Responsibilities
Support IT annual and quarterly planning activities including budget development and forecasting; Prepare IT portfolio, financial, and workforce reporting for leadership reviews; Track portfolio financials and monitor budget performance; Analyze resource capacity, staffing levels, and workforce demand; Develop and maintain dashboards, metrics, and reporting tools; Identify opportunities to streamline planning processes through automation
Seniority
Junior to Mid-level, hands-on IC