Portfolio Analyst

FOCUSPOINT; Franklin (TN); Hybrid; USD 65,000 - 95,000; Full time

Job summary

FocusPoint seeks a seasoned Portfolio Analyst to strengthen financial visibility across active initiatives and deliver clear, actionable reporting to senior leadership. You will forecast, analyzed variances, and build portfolio-level insights to support decisions.

The role requires 5–10 years in FP&A or related fields, strong Excel skills, and experience with data visualization tools. Collaboration across finance and operations is essential in a fast-paced environment.

Qualifications

• Five to ten years of progressive experience in FP&A, corporate finance, or strategic analysis.
• Advanced Excel capability and proven financial modeling experience.
• Strong proficiency with data visualization tools; Power BI experience is a plus.
• Solid understanding of GAAP, budgeting cycles, and enterprise reporting systems such as SAP, Oracle, or NetSuite.
• Ability to translate complex data into concise insights for senior leadership.

Responsibilities

• Build and refine financial models to support budgeting, forecasting, long-range planning, and scenario analysis.
• Analyze KPIs, variance drivers, and operational metrics across projects or portfolios.
• Develop and automate reporting tools using Excel and platforms such as Power BI or Tableau.
• Consolidate large data sets into clear portfolio-level insights for executive review.
• Partner with cross-functional teams to evaluate business cases, pricing strategies, and investment opportunities.
• Support audit readiness, SOX documentation, and financial controls.
• Identify inefficiencies in financial workflows and implement best practices for scalability and accuracy.

Skills

Advanced Excel

Financial modeling

Data storytelling

Cross-functional collaboration

Education

CPA or CFA or MBA preferred

Tools

Power BI

Tableau

SAP

Oracle

NetSuite

Job description

Position: Portfolio Analyst
Location: On site or remote
Employment Type: Full time
Compensation: Commensurate with experience

Portfolio Analyst About the Engagement

FocusPoint is supporting a confidential client with the immediate need for a Portfolio Analyst who can strengthen financial visibility across active initiatives and deliver clear, actionable reporting to senior leadership. This role is part of a broader effort to refine forecasting accuracy, improve portfolio level insights, and enhance decision support across the organization.

You will work directly with finance and operational leaders, stepping into a fast moving environment where precision, clarity, and structured analysis are essential. The ideal professional brings a consultative mindset, strong modeling capability, and the ability to manage large data sets with confidence.

Key Responsibilities

• Build and refine financial models that support budgeting, forecasting, long range planning, and scenario analysis

• Analyze KPIs, variance drivers, and operational metrics across multiple projects or portfolios

• Develop and automate reporting tools using Excel and platforms such as Power BI or Tableau

• Consolidate large data sets into clear portfolio level insights for executive review

• Partner with cross functional teams to evaluate business cases, pricing strategies, and investment opportunities

• Support audit readiness, SOX documentation, and financial controls

• Identify inefficiencies in financial workflows and implement best practices for scalability and accuracy

Qualifications

• Five to ten years of progressive experience in FP and A, corporate finance, or strategic analysis

• Advanced Excel capability and proven financial modeling experience

• Strong proficiency with data visualization tools; Power BI experience is a plus

• Solid understanding of GAAP, budgeting cycles, and enterprise reporting systems such as SAP, Oracle, or NetSuite

• Ability to translate complex data into concise insights for senior leadership

• Proven success in fast paced, project driven environments

• CPA, CFA, or MBA preferred but not required

Why This Engagement

This assignment offers the opportunity to contribute meaningful value inside a client environment that expects accuracy, clarity, and strong analytical judgment. FocusPoint ensures each engagement is structured so your strengths align with the client s most important financial priorities.

If you are a seasoned analyst who thrives in dynamic settings and enjoys producing high impact work, we would like to connect.