Sr. Business/Portfolio Analyst

Solomon Page; Orlando (FL); Hybrid; USD 90,000 - 110,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

401(k)

Direct deposit

Commuter benefits

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

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

Job description

Our client 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. This role will focus on portfolio forecasting, capacity planning, prioritization, financial planning, and executive-level reporting. The ideal candidate will have strong financial and analytical skills, expert-level Excel proficiency, and experience partnering with Finance, project, product, and technical teams to support portfolio planning and decision-making.

• Location: Orlando, FL (Hybrid/Onsite)
• Contract Duration: 12+ Months
• Rate Range: $65-$80/hr on W2

Responsibilities:

• Own project forecast planning for large-scale portfolios.
• Partner with Finance to explain causes of forecast variances, support monthly and quarterly close procedures, and provide regular planning updates.
• Consolidate, communicate, and resolve variances with project, product, and portfolio teams throughout the planning cycle.
• Identify and eliminate portfolio risks when necessary.
• Gather, analyze, and maintain reports supporting capacity planning, forecast rationalization, and prioritization.
• Support key financial planning activities, including Long-Term Plan, Annual Capital Plan, and Annual Operating Plan.
• Ensure accurate and timely inputs within the Project Portfolio Management (PPM) system.
• Develop executive-level reports and presentations to communicate portfolio performance, risks, and opportunities.
• Build effective partnerships and collaborate with stakeholders and leads across departments.
• Support strategic roadmap planning for annual and long-term capital and expense plans.

Required Qualifications:

• 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, financial close activities, 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 Project Portfolio Management (PPM) systems preferred.
• Strong business communication, writing, and interpersonal skills.
• Ability to collaborate effectively with project, product, Finance, and technical teams.

Required Skills:

• Portfolio and project forecast planning.
• Financial planning and variance analysis.
• Capacity planning and resource prioritization.
• Portfolio reporting and executive presentations.
• Microsoft Excel and data analysis.
• Cross-functional stakeholder management.
• Risk identification and escalation.
• Strong communication, negotiation, and influencing skills.

Technical Skills:

• Microsoft Excel: Expert-level proficiency.
• PPM Software: Project Portfolio Management systems.
• Project Management: Project planning, resource planning, issue management, and organizational change.
• SDLC: Understanding of the software development lifecycle.

Preferred Qualifications:

• Experience partnering with multiple creative and technical teams.
• Experience working in a fast-paced, dynamic environment with shifting priorities.
• Strong understanding of project management fundamentals.
• Proactive and resourceful approach to issue resolution.
• Excellent negotiation and influencing abilities.
• Ability to balance competing priorities while maintaining a collaborative and positive approach.

The Solomon Page Distinction

Solomon Page offers a comprehensive benefit program for hourly employees. We pride ourselves on offering medical, dental, 401(k), direct deposit and commuter benefits to our employees, including freelancers - which sets us apart in the industries we serve.

About Solomon Page

Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.

Opportunity Awaits.