Portfolio Finance Analyst

McCabe & Barton; Greater London; On-site; GBP 65,000 - 90,000; Full time

Job summary

McCabe & Barton in London is seeking a Portfolio Finance Analyst to manage monthly portfolio forecasting, reporting and variance analysis, partnering with Project Managers to ensure accurate financial tracking and budgeting.

You will build Power BI dashboards and automated reports, maintain data integrity, and support project financial setup, funding and governance, driving automation with Power Query, Excel and VBA.

Qualifications

• 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.

Responsibilities

• Own monthly portfolio forecasting, reporting and variance analysis with insights.
• Partner with Project Managers and delivery teams for budgeting and financial tracking.
• Build dashboards and reports to drive portfolio prioritisation and performance.
• Maintain data integrity and act as steward for portfolio financial data.
• Support project financial setup, funding, tracking and governance.
• Drive automation of manual processes using Power Query, Excel, VBA.

Skills

Financial analysis

Portfolio management

Data analysis

Stakeholder collaboration

Education

ACA/ACCA/CIMA

Tools

Power BI

Power Query

Excel

Clarity/Planview/Project Online

Job description

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.