Portfolio Analyst / IT Financial Business Analyst

Are you a detail-oriented professional with a passion for strategic project management and financial analysis? We re looking for a dynamic Portfolio Analyst to join our team. In this role, you'll be instrumental in eliciting, tracking, and managing cost planning for critical projects. Your expertise will drive the collection of business and user needs, streamline accrual reporting, forecasting, invoice management, and customer tracking.

Additionally, you'll craft high-level executive updates using Microsoft PowerPoint and Excel, providing insights into project portfolios, requirements, estimates, and funding preparations. If you thrive in a fast-paced environment and excel at translating data into actionable strategies, we want to hear from you!

Responsibilities

• Establishing resource plans and translating resource plans into financial forecasts.
• Preparing detailed monthly project forecasts, managing project forecast processes, and conducting project review meetings.
• Proactively identifies issues (data or process) and ensures that appropriate action is taken to resolve issues and communications are sent to keep the end user audiences informed and updated.
• Demonstrated ability to build credibility with internal customers and to navigate organizational structures.
• Demonstrated ability to understand and adapt to different audiences and customers.
• Strong analytical skills required, experience with budgets and financial analysis preferred.
• Preparation of project scoping and funding artifacts in collaboration with the delivery and engineering team leads. Monitoring the financial performance of projects using SAP reports.
• Coordinating budgetary and transactional accounting adjustments with Finance personnel. Reporting, documenting, and communicating actual and forecasted variances.
• Presenting status and issues to various levels/expertise of management and business partners.
• Identify issues and define solutions to emerging issues, including forecasted budget implications.
• Assist with vendor engagement processes (RFP s, Statements of Work, Staffing).
• Assist with contract monitoring processes (SOW s, Resource monitoring, milestone tracking, deliverables verification, audit).
• Monitor progress and cost related to annual audit/remediation requirements.
  
  

Basic Qualifications

• Must have strong partnering, influencing, and interpersonal skills, including verbal, written, listening, and communication; high attention to detail; demonstrated ability to influence partners and key business decisions.
• Must have the ability to self-manage objectives, improve processes, handle multiple priorities, and perform job responsibilities accurately while working in a fast-paced work environment. Must have moderate to advanced SAP experience, pulling reports, exporting data/actuals, etc.
• Must have advanced-level MS Excel skills with the ability to design complex models and reports. Specific: VLookup, Pivot Table, Modelling/Report Building, Sum IFs, IF formulas, HLookUp, Handling large data sets, etc.
• Must have proven experience managing multiple project financials, priorities, and tasks across multiple projects and teams while adhering to deadlines and high quality. Must have prior experience with accruals, purchase orders, statement of works, etc. Must understand general ledger, journal entries, etc.
• Must understand the overall project execution process, including budgeting, project forecasting, cost control, scheduling, and anticipated costs.
  
  

Preferred Qualifications

• Be technical and have experience working with technical teams in a project-oriented culture. Able to adapt to varying project needs, including Business Analysis activities, Project Coordinator activities, and Documentation as needed.
• Well-developed financial analysis skills and modeling skills. Perform accounting, reporting, business rules, and data conversion functions as needed.
• Must be detail-oriented and ability to prioritize work and multitask effectively.
• 5 years of experience or more managing technology program and project controls (e.g., cost, schedule, performance), Financial Analysis, during the project life cycle.
• Must have proven experience coordinating, tracking, and reporting technology project financials across multiple teams, including establishing, maintaining, and tracking project budgets, and overall cost control.
  
  

Required Education

• Bachelor s degree in Finance, Accounting, Business Management.
  
  

Benefits

• 401(k).
• Dental Insurance.
• Health insurance.
• Vision insurance.
• We are an equal-opportunity employer and value diversity, equality, inclusion, and respect for people.
• The salary will be determined based on several factors, including, but not limited to, location, relevant education, qualifications, experience, technical skills, and business needs.
  
  

Additional Responsibilities

• Participate in OP monthly team meetings and participate in team-building efforts.
• Contribute to OP technical discussions, peer reviews, etc.
• Contribute content and collaborate via the OP-Wiki/Knowledge Base.
• Provide status reports to OP Account Management as requested.
  
  

About Us

At OP, we help you harness the power of technology for maximum impact. A technology consulting and solutions company, we offer advisory and managed services, innovative platforms, and staffing solutions across a wide range of fields including AI, cyber security, enterprise architecture, and beyond. For nearly two decades, we ve been challenging the status quo of the consulting industry, serving up fresh, ingenious thinking through a radically lean structure. Together, this strategy delivers unprecedented performance at an unparalleled pace for faster results that propel your business forward.