IT PMO Portfolio Financial Analyst

KPG99 INC; City of Poughkeepsie (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

KPG99 INC in Poughkeepsie, NY is seeking a Financial Analyst to join the PMO finance team. You will analyze IT project budgets, forecast variances, prepare reports for senior management, and support portfolio decision-making.

Ideal candidates hold a Bachelor's in Finance or related field, 3+ years of financial analysis experience, and strong Excel/SAP/PowerBI skills; PMP or IT governance knowledge is a plus.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• 3+ years of experience in financial analysis, budgeting, or portfolio management, preferably within an IT or PMO environment.
• Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.
• Proficiency in financial management software and tools (e.g., Excel, SAP, PPM, PowerBI).
• Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.

Responsibilities

• Financial Analysis & Reporting: Conduct detailed financial analysis of IT project portfolios, including budgeting, forecasting, and variance analysis. Prepare and present financial reports to senior management.
• Budget Management: Monitor and manage project budgets, ensuring alignment with financial goals and objectives. Identify and address any financial risks or issues.
• Portfolio Support: Support the PMO in managing the IT project portfolio, including prioritization, resource allocation, and performance tracking. Assist in the development and maintenance of portfolio management processes and tools.
• Stakeholder Collaboration: Collaborate with project managers, finance teams, and other stakeholders to gather financial data, provide insights, and support decision-making. Facilitate communication and coordination across teams.
• Process Improvement: Identify opportunities for process improvements within the PMO and financial management practices. Implement best practices and drive continuous improvement initiatives.
• Compliance & Governance: Ensure compliance with financial policies, procedures, and regulations. Support governance activities related to IT project financial management.

Skills

Analytical skills

Budgeting

Portfolio management

Communication

Cross-functional collaboration

Education

Bachelor's degree in Finance, Accounting, Business Administration

Tools

Excel

SAP

PPM

PowerBI

Job description

Location: Poughkeepsie , NY

Duration: 12+ Months

Responsibilities:

Financial Analysis & Reporting: Conduct detailed financial analysis of IT project portfolios, including budgeting, forecasting, and variance analysis. Prepare and present financial reports to senior management.

Budget Management: Monitor and manage project budgets, ensuring alignment with financial goals and objectives. Identify and address any financial risks or issues.

Portfolio Support: Support the PMO in managing the IT project portfolio, including prioritization, resource allocation, and performance tracking. Assist in the development and maintenance of portfolio management processes and tools.

Stakeholder Collaboration: Collaborate with project managers, finance teams, and other stakeholders to gather financial data, provide insights, and support decision-making. Facilitate communication and coordination across teams.

Process Improvement: Identify opportunities for process improvements within the PMO and financial management practices. Implement best practices and drive continuous improvement initiatives.

Compliance & Governance: Ensure compliance with financial policies, procedures, and regulations. Support governance activities related to IT project financial management.

Qualifications:

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.

3+ years of experience in financial analysis, budgeting, or portfolio management, preferably within an IT or PMO environment.

Strong analytical skills with the ability to interpret complex financial data and provide actionable insights.

Proficiency in financial management software and tools (e.g., Excel, SAP, PPM, PowerBI).

Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams.

Strong organizational skills and attention to detail.

Preferred Qualifications:

Knowledge of project management methodologies and tools (e.g., PMP, Agile, JIRA) is a plus.

Advanced degree (MBA, Master’s in Finance) or relevant certifications (e.g., CFA, CPA).

Experience with IT project financial management and portfolio analysis.

Familiarity with IT governance and compliance frameworks.