Finance Business/Portfolio Analyst (Hiring Immediately)
Adroit Partners
Job Description
Job Description Job Description Business Analyst - 3 to 6 months Onsite with possible of extension Internal Title: Finance Business/Portfolio Analyst Please, no C2C or Third Party canidates can be entertained for this role. 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. - Portfolio management tools (e.g., ADO, SAP) - Power BI - SQL Queries 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. - Corporate finance experience is required. - Certifications related to project management, reporting, and SQL queries are