Technology Portfolio & Budget Analyst

City of Charlotte; United States; On-site; USD 90,000 - 129,000; Full time

Job summary

The City of Charlotte’s Innovation & Technology Department seeks a skilled budget and portfolio analyst to support development, monitoring and management of the department's budget and technology portfolio. The role collects, analyzes and maintains financial, application, license and technology asset data to improve transparency, accountability and decision-making across city departments.

You will assist with budget development, capital project tracking, technology portfolio management, and

Qualifications

• Knowledge of budgeting, financial analysis, forecasting and budget monitoring principles.
• Ability to prepare accurate reports, dashboards, presentations, and other materials for management using Excel/Word.
• Strong communication and collaboration skills in cross-functional environments.

Responsibilities

• Supports development, monitoring, and management of the Innovation & Technology Department’s budget and technology portfolio.
• Collects, analyzes, and maintains financial, application, license, and technology asset data to improve transparency, accountability, and decision-making for the department.
• Assists with budget development, capital project tracking, technology portfolio management, and financial and operational reporting to support efficient technology service delivery across City departments.
• Collects and maintains detailed information on applications, software licenses, and subscriptions used across City departments.
• Coordinates with I&T divisions and business units to validate usage, costs, ownership, and funding sources to support transparency in technology expenditures.
• Supports technology managers with portfolio tracking by maintaining accurate and up-to-date information on current and planned technology assets, including lifecycle stage, replacement timelines, and system dependencies.
• Assist the I&T Budget and Portfolio Manager with the preparation, monitoring, and forecasting of operating and capital budgets by compiling financial data, reconciling expenditures, identifying variances, and supporting managers in aligning spending with approved budgets and departmental priorities.
• Assists project owners in tracking and monitoring technology-related capital improvement projects by reviewing budgets, funding sources, and expenditures, and preparing summaries for project managers and City Administration.
• Prepares recurring and ad hoc financial and operational reports related to budget status, application costs, license usage, and portfolio health, ensuring accuracy, consistency, and clarity in reporting for the Department.
• Conducts research and analysis to support process improvements in financial management, technology portfolio tracking, and cost allocation, and recommends enhancements to tools, workflows, and data collection practices.
• Provides analytical support and professional judgment to identify data discrepancies, financial risks, or improvement opportunities, and escalates findings or recommendations as appropriate.
• Performs related duties as required.

Skills

Budgeting

Financial analysis

Forecasting

Budget monitoring

Report writing

Excel

Communication

Collaboration

Education

Bachelor's degree in Finance, Business, Public Administration, Accounting, Information Technology, or related field

Master's degree in business administration, public policy, public administration, accounting, or related field

CLGBO certification

Tools

Microsoft Excel

Microsoft Word

Job description

The City of Charlotte’s Innovation & Technology Department seeks a skilled budget and portfolio analyst to support development, monitoring and management of the department's budget and technology portfolio. The role collects, analyzes and maintains financial, application, license and technology asset data to improve transparency, accountability and decision-making across city departments.

You will assist with budget development, capital project tracking, technology portfolio management, and