Portfolio Finance Analyst – Strategy & Dashboards

Dexian; Houston (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Dexian is seeking a Finance Business/Portfolio Analyst in Houston, Texas, to manage vendor relationships and analyze non-IT projects. Responsibilities include optimizing portfolio outcomes, supporting capital allocation, and developing financial forecasts. The ideal candidate has a bachelor's degree in a relevant field and 8-10 years of corporate finance experience, including strong skills in communication and data analysis. This position plays a crucial role in enhancing investment strategies through data-driven insights and reporting standards.

Qualifications

• Bachelor's degree in business management, economics, finance, accounting or relevant field required.
• 8-10 years experience required.
• Corporate finance experience is required.
• Certifications related to project management, reporting, and SQL queries are preferred.

Responsibilities

• Driving strategic alignment of investments with business goals.
• Enabling governance and reporting through dashboards.
• Supporting prioritization and capital allocation decisions.

Skills

Verbal and written communication skills

Attention to detail

Customer service

Interpersonal skills

Strong ability to work independently

Knowledge of business and management principles

Ability to apply accounting and mathematical principles

Ability to analyze business trends

Experience with Microsoft Word and Excel

Power BI

SQL Queries

Education

Bachelor's degree in business management, economics, finance, accounting, or relevant field

8-10 years experience

Corporate finance experience

Certifications related to project management and reporting

Tools

Microsoft Excel

Power BI

SQL

Job description

Dexian is seeking a Finance Business/Portfolio Analyst in Houston, Texas, to manage vendor relationships and analyze non-IT projects. Responsibilities include optimizing portfolio outcomes, supporting capital allocation, and developing financial forecasts. The ideal candidate has a bachelor's degree in a relevant field and 8-10 years of corporate finance experience, including strong skills in communication and data analysis. This position plays a crucial role in enhancing investment strategies through data-driven insights and reporting standards.