CW Business Analyst (Enterprise Portfolio Analyst)
At a glance
Mid-level Investment & Corporate Development role at Sonoma Consulting Inc. Plano · full-time · no salary stated · we estimate $100,000–$160,000 across the United States.
Sonoma Consulting Inc. has not published a salary for this role. The figure below is our estimate, not theirs.
financeroles summary, based on the employer's posting.
What you'll do
- Gather PMO needs for portfolio and project reporting, document them, and prepare communications
- Use Excel to analyze portfolio results, spot trends and root causes, and build reports with clear conclusions
- Help develop responses to root issues and reduce portfolio risk through portfolio performance analysis
- Create PowerPoint materials and present findings to senior executives
What you bring
- A bachelor’s degree is required for this role
- You bring highly advanced Excel ability for analysis, reporting, charting, and management views
- You can use financial analysis and operational metrics to identify improvement opportunities and show strong quantitative judgment
- You understand enterprise portfolio governance and PMO processes, and can present effectively with PowerPoint
Who this fits
This suits a mid-level analyst who can combine PMO requirements work with portfolio analysis and reporting. The role is onsite in Plano and involves presenting to senior executives. IT implementation familiarity and operational improvement experience are described as advantages.
From the employer
New details and focus for requirements:
It will be a hybrid role of a Business Analyst (gathering PMO / reports requirements, documenting, create communications) and Portfolio Manager (understanding the full Portfolio process, understanding excel/budgets, creating PowerPoint slides).
Must understand the Enterprise Portfolio governance and PMO process
Must be highly proficient with Excel, Excel charting and reporting
Description:
Position Summary:
PMO is launching new portfolio / project reports and analyzing the performance of the portfolio, understanding trends and root causes. The PMO is designing countermeasures to address root issues and mitigate portfolio risk. The PMO BA will support these initiatives. This position requires strong Excel and PowerPoint and experience in presenting to high level executives. Some familiarity with an IT implementation is a plus; although, IT technical skills are not required.
The ideal candidate will have “Kaizen” or operational improvement experience. Specifically, the candidate will have experience in identifying operational improvement opportunities through financial analysis and benchmarking operational metrics. Doing so requires "Strong analytical and quantitative skills" demonstrated on their resume.
The PMO BA will also be responsible for supporting:
The Consultant is expected to:
Requirements:
Mandatory Skills:
Excel and Presentation (using PowerPoint Skills):
Excel Specific Skills:
HIGHLY Advanced Excel skills for data analysis, report development, and management views with conclusions are required.
Any of the various Excel functions to get the results are acceptable. The analytical thinking to define how to answer the question is more important than knowledge of the Excel commands and syntax.
Education Level:
Bachelor's Degree
All your information will be kept confidential according to EEO guidelines.
Investment & Corporate Development work from LinkedIn, X, Reddit and Upwork, in one list.
Each morning you get everything that fits, strongest first.
Investment & Corporate Development
Find me workBy the team behind financeroles.