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IT Portfolio Analyst - Finance Team

Cincinnati, OH💼 Full-time🗓 2026-07-09 → 2026-07-30

Core

Ensures the portfolio of financial activities and deliverables for IT teams are completed effectively, managing budget, forecast, and resource management with a focus on transparency and risk.

Role type

IT Portfolio Analyst (Finance)

Builds

IT project portfolios, resource plans, and financial dashboards for senior leadership

Domain

Banking / IT Finance & Resource Management

Deliverable

dashboards & analysis

Required skills

Portfolio management, resource capacity planning, financial variance analysis, data visualization, stakeholder collaboration, Excel proficiency, BI tools (Power BI, SharePoint), data warehousing techniques

Preferred skills

Strategic thinking, independent problem solving, executive-level communication

Technologies

Excel, Power BI, SharePoint, Data Warehousing

Responsibilities

Perform portfolio management functions and project sequencing to optimize the portfolio; Define and implement enhancements to IT capacity planning and resource planning; Track financial actuals, accruals, and perform month-end reporting and variance analysis; Design, develop, and report on critical portfolio metrics and scorecards; Evaluate project requests to determine resource requirements, durations, and competencies; Translate business needs into analytics/reporting requirements for executive decisions.

Seniority

Mid-level, hands-on IC

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