Portfolio Finance Analyst

PORTFOLIO FINANCE ANALYST | London

We’re seeking a Portfolio Finance Analyst to join our clients Portfolio Management Office, supporting financial tracking and insights across a change portfolio.

The Role:

Own monthly portfolio forecasting, reporting and variance analysis. Partner with Project Managers and delivery teams to ensure accurate financial tracking, budgeting, and decision-making. Build dashboards and reports that drive portfolio prioritisation and performance management.

What You’ll Do:

• Deliver monthly portfolio forecasts and variance analysis with clear insights
• Support budgeting, financial planning and accruals processing
• Build and enhance Power BI dashboards and automated reports
• Maintain data integrity and act as a steward for portfolio financial data
• Support project financial setup, funding, tracking and governanceDrive automation of manual processes using Power Query, Excel, VBA

Who You Are:

• 4-7+ years in financial analysis, project accounting or portfolio management
• Part-qualified/qualified accountant (ACA, ACCA, CIMA) highly desirable
• Advanced Excel, Power BI and Power Query
• Experience with PPM tools (Clarity, Planview, Project Online)
• Strong analytical mindset with attention to detail
• Comfortable working across Finance, PMO and delivery teams
• Must have extensive financial services experience and tracked budgets of £50M

Why Join Us:

Work on strategic programmes shaping the business, partner with senior stakeholders, and develop expertise in portfolio-level finance and data.

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