Portfolio Finance Analyst: Forecasting & Insights

Benchmark Capital Limited; Horsham; On-site; GBP 55,000 - 75,000; Full time

Job summary

Benchmark Capital Limited is seeking a PMO Finance Analyst to transform complex financial data into robust insights that drive business decisions. You will oversee portfolio financials, forecasting, budgeting and governance across programmes and projects.

You will partner with Technology, Change and Finance teams to deliver accurate reporting, scenario planning and continuous improvement of financial processes. AAT qualification or equivalent is preferred.

Qualifications

• Strong financial analysis and modelling capability.
• Advanced Excel skills with complex formulas and data modelling.
• Experience managing programme, project or portfolio budgets.
• Proven experience developing and maintaining integrated financial and resource models.
• Understanding of budgeting, forecasting and cost control methodologies.
• Excellent analytical and problem-solving skills.

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.
• Provide financial insight and recommendations to support 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.

Skills

Financial analysis

Modelling

Excel

Power Query

Stakeholder management

Forecasting

Budgeting

Cost control

Data analysis

Governance

Education

AAT qualified or equivalent financial qualification

Tools

Microsoft Excel

Power Query

Job description

Benchmark Capital Limited is seeking a PMO Finance Analyst to transform complex financial data into robust insights that drive business decisions. You will oversee portfolio financials, forecasting, budgeting and governance across programmes and projects.

You will partner with Technology, Change and Finance teams to deliver accurate reporting, scenario planning and continuous improvement of financial processes. AAT qualification or equivalent is preferred.