IT Project Portfolio Analyst

Top Stack; New York (NY); On-site; USD 85,000 - 130,000; Full time

Job summary

A leading company is seeking an IT Project Portfolio Analyst to enhance transparency in their project portfolio through financial analysis and resource management. The ideal candidate will bridge strategic planning and operational execution, supporting data-driven decisions across the technology organization.

Benefits

Medical insurance

Vision insurance

401(k)

Qualifications

• 5+ years of experience in project portfolio management or IT finance.
• Strong understanding of CAPEX/OPEX and project budgeting.
• Proficient in Excel, Power BI/Tableau, and PPM systems.

Responsibilities

• Analyze project budgets and forecasts with IT Finance.
• Track CAPEX/OPEX classification and ROI.
• Assist in annual budgeting and quarterly reforecasting.

Skills

Financial Analysis

Resource Planning

Stakeholder Management

Education

Bachelor's Degree in Finance or related field

Tools

Excel

Power BI

PPM Systems

Job description

We are seeking a highly analytical and financially-savvy IT Project Portfolio Analyst to join our team. This role is responsible for driving transparency and insight into our IT project portfolio through strong financial analysis, capacity planning, and resource forecasting. The ideal candidate will bridge the gap between strategic portfolio planning, financial stewardship, and operational execution, enabling data-driven decisions across our technology organization.

Key Responsibilities:

• Analyze project budgets, forecasts, and actuals in partnership with IT Finance and Project Managers.
• Track CAPEX/OPEX classification, spend trends, and ROI to support portfolio value realization.
• Assist in annual budgeting and quarterly reforecasting cycles for the IT portfolio.
• Create dashboards and reports that align IT spend with strategic goals and business value.

Capacity Planning & Resource Management

• Analyze current and future resource capacity across IT functions to identify over/under-utilization.
• Work with functional managers and PMs to align resource supply with project demand.
• Highlight constraints and recommend adjustments to balance work intake with staffing levels.
• Track and manage contractor vs. FTE mix, role allocations, and skill gaps.

Supply vs. Demand Analysis

• Maintain an accurate project pipeline and forecast resource demand based on project timelines.
• Identify bottlenecks and flag critical gaps between demand and available skills or headcount.
• Recommend prioritization tradeoffs or timing shifts based on resource constraints.

Tooling & Decision Support

• Evaluate, implement, and maintain tools for project tracking, time reporting, resource planning, and portfolio visualization (e.g., Clarity, Smartsheet, Anaplan, Power BI, Planview).
• Partner with PMO, IT Ops, and Finance to ensure data accuracy and integration across systems.
• Develop and automate reporting to support scenario planning and executive-level decision making.

Governance & Standards

• Ensure consistent use of financial and resource planning processes, templates, and tools.
• Support quarterly portfolio governance reviews and facilitate data preparation for senior leadership.
• Monitor adherence to project financial controls, time tracking, and resource utilization protocols.

Qualifications:

Required:

• 5+ years of experience in project portfolio management, IT finance, or related role
• Strong understanding of CAPEX/OPEX, project budgeting, and IT financial management
• Demonstrated experience in resource and capacity planning in a matrixed or PMO environment
• Proficient in tools like Excel (pivot tables, models), Power BI/Tableau, and PPM systems (e.g., Clarity, Planview, Smartsheet)
• Excellent communication and stakeholder management skills

Preferred:

• Experience working in mid-to-large scale technology organizations
• Exposure to Agile/Hybrid project environments
• Knowledge of time tracking tools and integration with PPM/ERP systems
• Familiarity with ITIL or SAFe frameworks
• Analytical thinking and financial acumen
• Attention to detail with the ability to see the strategic big picture
• Proactive problem-solving and ability to identify risks and opportunities
• Collaborative mindset and strong relationship-building skills

Success Measures:

• Accurate forecast of IT resource availability and financial projections
• Increased utilization of data-driven tools for decision support
• Improved visibility of supply/demand gaps and actionable mitigation plans
• Enhanced financial discipline and portfolio alignment with strategic priorities

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Information Technology, Project Management, and Finance

• Industries

  Staffing and Recruiting

Referrals increase your chances of interviewing at Top Stack by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Get notified when a new job is posted.

Sign in to set job alerts for “Portfolio Analyst” roles.

Asset & Wealth Management, Market Insights Strategist, Analyst - New York

Point72 Academy 2025-2026 Investment Analyst Program for Experienced Professionals - US

New York, NY $85,900.00-$179,500.00 1 week ago

New York City Metropolitan Area $130,000.00-$175,000.00 1 week ago

Oliver Wyman - Research Analyst Financial Services - NY

New York City Metropolitan Area 3 weeks ago

New York City Metropolitan Area $175,000.00-$250,000.00 2 days ago

Portfolio Analyst, Sponsor and Specialty Finance, General Industries

Portfolio Analyst, Sponsor and Specialty Finance, General Industries

Global Investment Research, Global Macro Research, Structured Credit Research, Analyst

New York, NY $130,000.00-$160,000.00 2 days ago

Investment Banking - Mergers & Acquisitions Mid-Cap - Analyst

New York City Metropolitan Area $200,000.00-$300,000.00 3 weeks ago

New York City Metropolitan Area 2 weeks ago

Associate/ AVP, Portfolio Manager - Syndicated Loans

New York City Metropolitan Area $100,000.00-$140,000.00 1 week ago

New York City Metropolitan Area $120,000.00-$170,000.00 2 weeks ago

New York, NY $200,000.00-$750,000.00 2 weeks ago

New York City Metropolitan Area $250,000.00-$500,000.00 2 weeks ago

Asset & Wealth Management, Executive Wealth Financial Planner Analyst - Morristown, NJ

Strat - Equity Derivatives Structuring Team - Analyst/Associate - New York - Global Banking & Markets

Equity Long Short - Energy Portfolio Manager

New York, NY $250,000.00-$750,000.00 3 weeks ago

New York City Metropolitan Area 2 weeks ago

Analyst - Finance (Financial Planning & Analysis)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.