Portfolio Finance Analyst - Lead Forecasting & Dashboards

eFinancialCareers; Greater London; Presencial; GBP 60.000 - 80.000; Jornada completa

Descripción de la vacante

eFinancialCareers is seeking a Finance Analyst in London to support the Portfolio Management Office with monthly forecasting, budgeting and insights across a change portfolio. You will partner with Project Managers to ensure accurate financial tracking and decision-making.

You will build dashboards, maintain data integrity and drive automated reporting. The role requires 4–7+ years in financial analysis and a recognized accounting qualification (ACA/ACCA/CIMA).

Formación

• 4-7+ years in financial analysis, project accounting or portfolio management.
• Part-qualified or qualified accountant (ACA/ACCA/CIMA) essential.
• Advanced Excel, Power BI and Power Query experience required.

Responsabilidades

• Own monthly portfolio forecasting, reporting and variance analysis.
• Support budgeting, planning and accruals processing.
• Build and enhance Power BI dashboards and automated reports.
• Maintain data integrity and steward portfolio financial data.
• Support project financial setup, funding, tracking and governance.
• Drive automation of manual processes using Power Query, Excel and VBA.

Conocimientos

Advanced Excel

Power BI

Power Query

Financial analysis

Portfolio management

Educación

Part-qualified/qualified accountant (ACA, ACCA, CIMA)

Herramientas

Clarity

Planview

Project Online

Descripción del empleo

eFinancialCareers is seeking a Finance Analyst in London to support the Portfolio Management Office with monthly forecasting, budgeting and insights across a change portfolio. You will partner with Project Managers to ensure accurate financial tracking and decision-making.

You will build dashboards, maintain data integrity and drive automated reporting. The role requires 4–7+ years in financial analysis and a recognized accounting qualification (ACA/ACCA/CIMA).