Portfolio Finance & Benefits Analyst

TN United Kingdom; Liverpool; Hybrid; GBP 38,000 - 43,000; Full time

Job summary

An established industry player is seeking a Portfolio Finance & Benefits Analyst to drive financial accountability and maximize portfolio value. This role involves providing financial analysis, supporting benefits realization, and collaborating with cross-functional teams to ensure accurate cost controls. You'll play a vital role in enhancing the organization's impact through effective financial management and benefits tracking. Join a vibrant team committed to making a significant difference in the community, where your expertise will contribute to transformative projects and initiatives.

Benefits

Flexible working options

Investment in personal development

Wide range of benefits

Qualifications

• Strong understanding of financial management and benefits management principles.
• Proven experience in financial analysis and benefits management.

Responsibilities

• Provide financial analysis and track benefits realisation across the portfolio.
• Support stakeholders with embedding the benefits management approach.

Skills

Financial Analysis

Benefits Management

Analytical Skills

Communication Skills

Interpersonal Skills

Education

Degree in Finance or related field

Tools

Project & Portfolio Management Tool

Financial Reporting Tools

Job description

Social network you want to login/join with:

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Client:

Riverside

Location:

Liverpool, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

aefc0c622d4b

Job Views:

9

Posted:

26.04.2025

Expiry Date:

10.06.2025

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Job Description:

Job Title: Portfolio Finance & Benefits Analyst
Contract Type: Permanent
Salary: £38,071 per annum (£42,079 per annum is achieved after 12 months successful performance in the role)
Working Hours: 35 hours per week
Working Pattern: Monday to Friday
Location: Hybrid, Liverpool

If you share our values and are excited about making a significant impact at Riverside, please ensure you attach a current CV and covering letter. At Riverside we recruit to potential not just on skills and experience, so we encourage you to apply even if you don'tmeet all the essential criteria on the job description.

The difference you will make as aPortfolio Finance & Benefits Analyst

As a Portfolio Finance & Benefits Analyst you will be responsible for providing financial analysis and tracking benefits realisation across the Business Transformation change portfolio. This dual focus role will record, monitor and support the realisation of benefits (value) derived from our change investments, whilst maintaining robust financial controls.

As part of a vibrant and high achieving Portfolio Management Office team (PMO), the post holder will work closely with stakeholders across the change portfolio, including Finance Business Partners, Programme & Project Managers to ensure accurate cost controls and that benefits are at the heart of the change and to instil a benefits-led approach into change delivery.

Enthusiastic, self-motivated and collaborative, the post holder will combine financial acumen with benefits management, driving financial accountability and maximising portfolio value.

About you

We are looking for someone who will …

• Support the development and execution of a comprehensive benefits management framework
• Support portfolio stakeholders with embedding the benefits management approach, ensuring this is well documented
• Work closely with the Programmes and Business Design teams to identify, quantify, profile, monitor, track and report measurable benefits and cost savings associated with the transformations they are delivering

Why Riverside?

One Housing is part of Riverside, we’re a housing association with a difference – enhancing the everyday for all our customers. For 90 years, we’ve been revitalising neighbourhoods and supporting communities by providing the homes they need to live full, fulfilling and rewarding lives.

We have a portfolio of over 75,000 affordable residential and retirement homes across the UK. Our work ranges from homelessness services to social care, employment support to retirement living, and we need the best people on board to help us.

Working with us, you’ll enjoy:

• Flexible working options available
• Investment in your learning, personal development and technology
• A wide range of benefits

Diversity and Inclusion at Riverside:

We are inclusive. At Riverside, we value diversity in all its forms. We foster a workplace where all individuals are respected, empowered, and heard. Our commitment to inclusivity drives our success and enriches the lives of our customers and colleagues.

Riverside is a Disability Confident Employer and operates a Guaranteed Interview Scheme for any applicant who declares they have a disability. If the applicant meets the minimum requirements for the role (as set out in the role profile and/or person specification) they will be guaranteed an interview.

This role also falls under our Ethnic Diversity guaranteedinterview scheme. If you are Ethnically Diverse and demonstrateyou meet the minimum criteriafor the role you will be guaranteed an interview. If required

Applications may close before the deadline, so please apply early to avoid disappointment.

Role Profile

• Facilitate benefits workshops and support the development of benefits profiles for projects and programmes
• Maintain benefits in the project and portfolio management (PPM) system to ensure that actual benefits are captured and recorded and that forecast positions reflect the latest business case position
• Support the business design team with investment appraisals, ensuring benefits forecasts are realistic and consistent with established framework
• Deliver timely and accurate analysis and reporting of finances and benefits to senior leadership team, creating dashboards to track performance, trends and recommending opportunities for cost savings or enhanced value delivery
• Conduct post-implementation project reviews to assess benefits realisation against the business case
• Monitor portfolio financial performance, including actuals, forecasts and provide detailed financial reports to relevant stakeholders, working closely with Finance Business Partners
• Act as a trusted advisor to portfolio teams, providing guidance on financial management and benefits related matters.
• Communicate effectively, both verbally and in writing, data analysis and data quality issues in relation to the provision of finance and benefits services.
• Work independently and in collaboration with the PMO team to contribute to overall team performance.

Person specification

Knowledge, Skills and Experience

The post holder should possess a strong understanding of financial management and benefits management principles, processes and application to a business transformation context.

• Advanced analytical skills with the ability to interpret financial data
• Strong communication and interpersonal skills, with the ability to present complex information to non-technical audiences
• Proficient in financial and reporting tools
• Proven experience in financial analysis and benefits management
• Experience working in a collaborative environment with cross-functional teams managing multiple priorities
• Evidence of continual professional development, keeping up to date with best practice in benefits and finance management
• Experience using and optimising a project & portfolio management tool
• Personal management skills and able to work as a team
• Ability to prioritise workload where resource / time is limited