Quick overview
Job description
Job Summary:
The IT PMO Portfolio Financial Analyst is responsible for providing financial analysis and support within the Project Management Office (PMO). This role involves managing and analyzing financial data related to IT projects and portfolios, ensuring alignment with organizational strategy, and supporting decision-making processes. The analyst will work closely with project managers, finance teams, and senior leadership to ensure accurate financial reporting and effective budget management.
- Looking to hire Financial Analysts to support the PMO.
- Currently have 1 Financial Analyst in this capacity and would like to add an additional team member.
- There are approximately 130 active projects currently underway.
- The goal is to have two additional resources to help manage the workload and provide adequate support to the Project Managers.
Key Responsibilities
- Meet daily with approximately 12 Project Managers.
- Review approximately 5–10 projects per day.
- Oversee project financials and perform cost analysis.
- Review project actuals and forecasts.
- Work directly with existing Project Managers to provide financial oversight and support.
- Help strengthen the financial management of projects, as this is an area where the PMs need additional assistance.
Ideal Background & Experience
Most Important Qualifications:
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field
- 3+ years of experience in financial analysis, budgeting, or portfolio management, preferably within an IT or PMO environment. Previous experience working within a PMO.
- Strong experience reviewing project actuals Proficiency in financial management software and tools (e.g., Excel, SAP, PPM, PowerBI)..
- Forecasting experience.
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.
- Strong organizational skills and attention to detail.
Nice to Have (Not Required):
- Industry-specific experience is not important.
- PMP certification is not required.
- Other certifications are not important.
Candidate Level
- Junior to mid-level Financial Analyst.
- They are not necessarily looking for a senior-level resource.
- The priority is finding capable candidates who can support the existing PM team.
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