Finance Analyst
Core
Own monthly portfolio forecasting, reporting, and variance analysis to support financial tracking and insights across a change portfolio.
Role type
Senior IC finance analyst (portfolio management)
Builds
Dashboards and reports that drive portfolio prioritisation and performance management
Domain
Financial services / Portfolio Management
Deliverable
dashboards & analysis
Required skills
Portfolio forecasting, variance analysis, budgeting, accruals processing, data stewardship, financial governance, process automation
Preferred skills
PPM tools (Clarity, Planview, Project Online), Power Query, VBA
Technologies
Power BI, Power Query, Excel, VBA, Clarity, Planview, Project Online
Responsibilities
Deliver monthly portfolio forecasts and variance analysis with clear insights; Support budgeting, financial planning and accruals processing; Build and enhance Power BI dashboards and automated reports; Maintain data integrity and act as a steward for portfolio financial data; Support project financial setup, funding, tracking and governance; Drive automation of manual processes using Power Query, Excel, VBA