Senior IT Portfolio Analyst

Location: Phoenix, AZ Salary: $50.00 USD Hourly - $60.00 USD Hourly Description:
Title: Senior It Portfolio Analyst
Location: Hybrid
Full Time- Contract to hire
Rate- $50-$60hr
C2C: NO
Contact: Ryan Griffin
POSITION SUMMARY: The Senior IT Portfolio Analyst plays a critical role within the IT PMO, responsible for the integrity, analysis, and reporting of project, portfolio, resource, and financial data, while directly managing the financial and resource administration of an assigned portfolio of steady state projects. The role independently develops and maintains Excel-based data models, reporting solutions, dashboards, and data transformation processes using Clarity PPM and other enterprise data sources to provide accurate, trusted information for portfolio management and executive decision-making.
The role also supports the evolution of the IT PPM environment by documenting business, data, reporting, and system requirements; identifying capability gaps; developing the future-state roadmap; and helping lead the evaluation and RFP process for a future PPM solution.
PRINCIPAL RESPONSIBILITIES
Data & Reporting

• Own portfolio data integrity, including data quality standards, validation, reconciliation, audits, and resolution of discrepancies across Clarity PPM, Oracle, and other data sources.

• Design, build, and maintain complex Excel-based data models, dashboards, and reporting solutions using Power Query, Power Pivot, PivotTables, advanced formulas, and related tools.

• Develop and automate processes to transform, combine, and reconcile data from multiple sources into accurate and scalable portfolio reporting.

• Establish consistent data definitions, business rules, calculations, KPIs, and reporting standards and serve as a subject matter expert for Clarity PPM data and reporting.

Portfolio Financial & Steady State Ownership

• Directly own the financial and resource management of an assigned portfolio of steady state projects, including budgets, forecasts, actuals, resource allocations, data accuracy, and ongoing portfolio reporting.

• Develop, monitor, and analyze project and portfolio budgets, forecasts, expenditures, and variances, identifying financial risks, trends, cost drivers, and opportunities for corrective action.

• Partner with IT Finance on annual budgeting and forecasting activities and maintain alignment between PPM and Oracle financial information.

• Create and maintain portfolio-level financial and performance reporting, dashboards, KPIs, and forecasting models to support leadership decision-making.

• Monitor resource allocations and proactively identify and communicate financial, capacity, and allocation risks across steady state and the broader portfolio.

PPM Strategy & Future State

• Gather and document business, functional, data, integration, and reporting requirements for current and future PPM capabilities.

• Help lead the future PPM RFP and solution evaluation process, including requirements development, vendor assessments, demonstrations, and solution recommendations.

• Partner with PMO and IT leadership to define the future-state PPM, data, and reporting roadmap and continuously improve portfolio management capabilities.

QUALIFICATIONS

• Advanced Microsoft Excel skills, including Power Query, Power Pivot, PivotTables, advanced formulas, data modeling, and data transformation.

• Demonstrated experience building and maintaining complex Excel-based data models, dashboards, and automated reporting solutions.

• Strong experience with data integrity, validation, reconciliation, financial analysis, budgeting, forecasting, and reporting.

• Experience managing project or portfolio financials and resource allocations.

• Ability to combine data from multiple sources and translate complex information into actionable business insights.

• Experience gathering and documenting business, data, reporting, and system requirements.

• Experience supporting technology evaluations, RFPs, or solution selection.

• Strong understanding of project portfolio management, financial management, and resource management.

• Proficiency with Clarity PPM or a similar PPM platform.

• Strong analytical, problem-solving, communication, and stakeholder management skills.

MINIMUM REQUIREMENTS

• 4-7 years of experience in portfolio analytics, financial analytics, data analytics, reporting, project portfolio management, or a related discipline.

• Hands-on experience developing complex Excel data models, reporting solutions, and automated data transformation processes.

Experience managing project or portfolio financials, including budgeting, forecasting
Medical, dental, and vision insurance are available to qualified candidates who meet eligibility requirements.
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