Summary: The main function of a Finance Business/Portfolio Analyst is to maintain vendor relationships, acting as a business analyst for non-IT projects or filling organizational roles above an administrative level, but below a management level. Other responsibilities may include maintaining all project management processes, including project goals, deadlines, metrics and budget.
Job Responsibilities:
Driving strategic alignment of investments with business goals
Managing financial performance across portfolios (budget, forecast, ROI)
Enabling governance and reporting through dashboards and executive insights
Supporting prioritization and capital allocation decisions
Mitigating risks and ensuring compliance
Facilitating stakeholder alignment and communication
Optimizing portfolio outcomes through data-driven insights and process improvements
Review and approve contracts, cost proposals and contract supplements.
Support long-term financial planning and capital allocation
Assist leadership in prioritizing initiatives based on value, ROI, and risk
Develop and maintain portfolio roadmaps and investment plans
Develop budget forecasts, cost models, and financial projections
Track actual spend vs. budget (O&M and Capital)
Perform variance analysis and recommend corrective actions
Establish and maintain portfolio dashboards and reporting standards
Track KPIs, financial metrics, and delivery health
Produce executive-level portfolio reports and summaries
Approve project budgets and expenditures, monitor transaction controls and costs against budgets.
Predict potential budget overruns and offer solutions.
Consult with corporate offices, project managers, auditors, client and sub-consultant representatives regarding future proposals.
Prepare sub-agreements and review and input sub-consultant invoices to ensure contact compliance.
Skills: • Verbal and written communication skills, attention to detail, customer service and interpersonal skills. • Strong ability to work independently and manage one’s time. • Strong knowledge of business and management principles involved in strategic planning, resource allocation, and production methods. • Strong ability to apply accounting and mathematical principles to work as needed. • Strong ability to analyze business trends and project future revenues and expenses. • Previous experience with computer applications, such as Microsoft Word and Excel; Enterprise Application experience a plus.
Education/Experience: • Bachelor's degree in business management, economics, finance, accounting or relevant field required. • 8-10 years experience required. Additional years of experience preferred.