Portfolio Finance Analyst: Power BI & Oracle

Talentify; Florida; On-site; USD 52,000 - 55,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Short and long-term disability

Health Spending Account (HSA)

Transportation benefits

Employee Assistance Program

Paid time off

Job summary

Aston Carter is seeking a Financial Analyst (Project Analyst) to support the Product Construction team with financial discipline and governance across multiple systems and portfolios.

You will partner with Project Managers, Finance, Procurement, and leadership to deliver actionable insights and timely decisions, maintaining accurate data and robust reporting across Oracle Fusion, JDE, SAP, and Power BI.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, Analytics, Information Systems, Project Management, or related field.
• 3–5 years of experience in project financials, portfolio administration, project controls, reporting, or financial analysis.
• Strong financial analysis skills with budgeting, forecasting, variance analysis, cost tracking, reconciliations, or financial reporting.
• Advanced Excel skills, including pivot tables, formulas, lookups, data structuring, data analysis, and data validation.

Responsibilities

• Support project financial planning, including budget development, budget tracking, forecasting, variance analysis, and estimate‑at‑completion updates.
• Monitor actuals, commitments, purchase orders, invoices, labor spend, accruals, resource costs, and forecasted spend across projects.
• Prepare financial reports, budget health summaries, reconciliations, and risk callouts for Project Managers and leadership.
• Identify budget risks, data gaps, overruns, and reconciliation issues, and elevate them with clear context and recommendations.
• Build and maintain portfolio dashboards, scorecards, budget summaries, trackers, and reporting packages using Power BI, Excel, and related tools.
• Consolidate project, program, and system data into reliable reporting views and a single, usable source of truth.
• Translate fragmented data into concise insights, leadership-ready updates.
• Validate financial and project data across Oracle Fusion, JDE, Power BI, Excel, Workfront, Jira, SharePoint.

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

Excel

Power BI

Data reconciliation

Communication

Cross-functional partner

Problem solving

Education

Bachelor's degree in Finance or related field

Tools

Power BI

Excel

Oracle Fusion

JDE

SAP

Workfront

Jira

SharePoint

Job description

Aston Carter is seeking a Financial Analyst (Project Analyst) to support the Product Construction team with financial discipline and governance across multiple systems and portfolios.

You will partner with Project Managers, Finance, Procurement, and leadership to deliver actionable insights and timely decisions, maintaining accurate data and robust reporting across Oracle Fusion, JDE, SAP, and Power BI.