Portfolio Analyst, FP&A Insights (Remote/Onsite)

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

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.