Senior Portfolio Forecast & Planning Analyst

Solomon Page; Orlando (FL); Hybrid; USD 90.000 - 110.000; Vollzeit

Benefits dieser Stelle

Medical benefits

Dental benefits

401(k)

Direct deposit

Commuter benefits

Zusammenfassung

Solomon Page is seeking an experienced Sr. Business/Portfolio Analyst to support a product-centric portfolio and drive strategic roadmap planning for annual and long-term capital and expense plans.

You will focus on portfolio forecasting, capacity planning, prioritization, financial planning, and executive-level reporting. The role requires strong financial acumen, expert Excel skills, and collaboration with Finance, project, product, and technical teams to enable portfolio planning and informed

Qualifikationen

• Minimum of 5 years of related work experience.
• Experience owning forecast planning for large-scale projects or portfolios.
• Experience partnering with Finance on forecast variances and planning updates.
• Strong experience in capacity planning, prioritization, and portfolio reporting.
• Experience supporting annual and long-term financial planning activities.
• Expert-level proficiency in Microsoft Excel.
• Experience working with PPM systems preferred.
• Strong business communication, writing, and interpersonal skills.
• Ability to collaborate with project, product, Finance, and technical teams.

Aufgaben

• Own project forecast planning for large-scale portfolios.
• Partner with Finance to explain forecast variances and support close procedures.
• Consolidate and resolve variances with portfolio teams throughout planning cycles.
• Identify and mitigate portfolio risks as needed.
• Gather, analyze, and maintain reports supporting capacity planning and prioritization.
• Support Long-Term Plan, Annual Capital Plan, and Annual Operating Plan.
• Ensure accurate inputs within the PPM system.
• Develop executive-level reports and presentations on portfolio performance, risks, and opportunities.
• Collaborate with stakeholders across departments.
• Support strategic roadmap planning for capital and expense plans.

Kenntnisse

Portfolio forecast planning

Financial planning and variance分析

Capacity planning

Portfolio reporting

Executive presentations

Microsoft Excel

PPM software

Project management

Cross-functional collaboration

Tools

PPM Software

Project Management

Jobbeschreibung

Solomon Page is seeking an experienced Sr. Business/Portfolio Analyst to support a product-centric portfolio and drive strategic roadmap planning for annual and long-term capital and expense plans.

You will focus on portfolio forecasting, capacity planning, prioritization, financial planning, and executive-level reporting. The role requires strong financial acumen, expert Excel skills, and collaboration with Finance, project, product, and technical teams to enable portfolio planning and informed