PMO Finance Analyst

Benchmark Capital; Horsham; On-site; GBP 65,000 - 90,000; Full time

Job summary

Benchmark in Horsham is seeking a finance professional to lead portfolio planning and financial governance within the Transformation department. You will own the portfolio modelling, budgets and forecasts while driving data quality and insightful reporting.

You will deliver dashboards for senior stakeholders, support investment appraisal and forecast scenarios, and partner with Finance, Technology and Change teams to improve investment outcomes.

Qualifications

• Strong financial analysis and modelling capability.
• Advanced Microsoft Excel skills, including complex formulas, scenario modelling, Power Query and large data sets.
• Experience managing programme, project or portfolio budgets.
• Proven experience developing and maintaining integrated financial and resource models.
• Strong understanding of budgeting, forecasting and cost control methodologies.
• Excellent analytical and problem-solving skills.
• Ability to communicate complex financial information clearly to non-financial stakeholders.
• Strong stakeholder management and influencing skills.
• High levels of attention to detail and accuracy.
• AAT qualified or equivalent financial qualification.

Responsibilities

• Own and maintain the portfolio financial and resource planning model.
• Manage programme and project budgets, forecasts and resource plans.
• Monitor financial performance against approved budgets and forecasts.
• Analyse variances, identify cost drivers and provide recommendations to stakeholders.
• Support annual planning, reforecasting and investment planning activities.
• Continuously improve financial modelling, reporting processes and data quality.
• Produce accurate financial reporting, dashboards and management information for senior stakeholders.
• Deliver forecasting, scenario planning and sensitivity analysis.
• Challenge assumptions underpinning forecasts, plans and business cases.
• Provide financial insight and recommendations that support effective decision-making.
• Prepare materials for governance forums including Change Committees, investment reviews and finance meetings.
• Maintain integrated resource and capacity plans across programmes and projects.
• Support delivery teams in understanding resource demand and future capacity requirements.
• Ensure capacity plans remain aligned to strategic priorities and funding constraints.
• Partner closely with Finance, Technology and Change teams.
• Support the development and review of business cases and investment proposals.
• Assist with useful economic life assessments and return on investment reviews.
• Support capitalisation assessments and ensure compliance with internal accounting policies.
• Provide commercial and financial challenge to improve investment outcomes.
• Manage supplier invoicing processes and financial administration activities.
• Validate and track project and programme costs.
• Ensure accurate financial records are maintained.
• Act as a key liaison for supplier financial queries.
• Support month-end activities, including timesheet and supplier cost management.
• Identify financial risks, pressures and opportunities across the portfolio.
• Proactively recommend mitigations and efficiency improvements.
• Drive automation and continuous improvement initiatives within financial reporting and planning processes.
• Support the ongoing maturity of portfolio financial management practices.

Skills

Financial analysis

Modelling

Budgeting

Stakeholder management

Problem-solving

Communication

Education

AAT qualified or equivalent financial qualification

Tools

Excel

Power Query

Job description

Description

Do you enjoy turning complex financial data into meaningful insights that support business decisions?

Department

Transformation

Location

Horsham

What you'll do

Financial Planning & Portfolio Management

• Own and maintain the portfolio financial and resource planning model.
• Manage programme and project budgets, forecasts and resource plans.
• Monitor financial performance against approved budgets and forecasts.
• Analyse variances, identify cost drivers and provide recommendations to stakeholders.
• Support annual planning, reforecasting and investment planning activities.
• Continuously improve financial modelling, reporting processes and data quality.

Financial Reporting & Analysis

• Produce accurate financial reporting, dashboards and management information for senior stakeholders.
• Deliver forecasting, scenario planning and sensitivity analysis.
• Challenge assumptions underpinning forecasts, plans and business cases.
• Provide financial insight and recommendations that support effective decision-making.
• Prepare materials for governance forums including Change Committees, investment reviews and finance meetings.

Capacity & Resource Planning

• Maintain integrated resource and capacity plans across programmes and projects.
• Support delivery teams in understanding resource demand and future capacity requirements.
• Ensure capacity plans remain aligned to strategic priorities and funding constraints.

Financial Governance & Business Partnering

• Partner closely with Finance, Technology and Change teams.
• Support the development and review of business cases and investment proposals.
• Assist with useful economic life assessments and return on investment reviews.
• Support capitalisation assessments and ensure compliance with internal accounting policies.
• Provide commercial and financial challenge to improve investment outcomes.

Supplier & Financial Administration

• Manage supplier invoicing processes and financial administration activities.
• Validate and track project and programme costs.
• Ensure accurate financial records are maintained.
• Act as a key liaison for supplier financial queries.
• Support month-end activities, including timesheet and supplier cost management.

Risk Management & Continuous Improvement

• Identify financial risks, pressures and opportunities across the portfolio.
• Proactively recommend mitigations and efficiency improvements.
• Drive automation and continuous improvement initiatives within financial reporting and planning processes.
• Support the ongoing maturity of portfolio financial management practices.

The knowledge, experience and qualifications you need

• Strong financial analysis and modelling capability.
• Advanced Microsoft Excel skills, including complex formulas, scenario modelling, Power Query and large data sets.
• Experience managing programme, project or portfolio budgets.
• Proven experience developing and maintaining integrated financial and resource models.
• Strong understanding of budgeting, forecasting and cost control methodologies.
• Excellent analytical and problem-solving skills.
• Ability to communicate complex financial information clearly to non-financial stakeholders.
• Strong stakeholder management and influencing skills.
• High levels of attention to detail and accuracy.
• AAT qualified or equivalent financial qualification.

Desirable

• Experience working within financial services or another regulated industry.
• Understanding of IAS 38 Intangible Assets and software development capitalisation.
• Experience supporting technology, change or transformation portfolios.
• Knowledge of portfolio management and project governance frameworks.
• Understanding of software development economics and resource planning.
• Experience building financial dashboards and reporting solutions.

What will you be like

We're looking for someone who combines strong financial discipline with commercial awareness and a proactive approach to problem solving.

• Be highly analytical and detail-oriented.
• Enjoy working with complex data and identifying meaningful insights.
• Be comfortable operating in a fast-paced and evolving environment.
• Communicate confidently with stakeholders at all levels.
• Have a collaborative and business-partnering mindset.
• Be able to challenge assumptions constructively and professionally.
• Take ownership of work and follow through on commitments.
• Continuously seek opportunities to improve processes, controls and reporting.
• Demonstrate strong organisational and planning skills.

We're looking for the best, whoever they are

We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.