Financial Portfolio Insights Analyst

2 weeks ago

Sydney, New South Wales, Australia beBeePortfolio Full time $150,000 - $180,000

About this role

We're seeking a skilled Portfolio Reporting Analyst to join our team. In this role, you will play a key part in delivering actionable insights through advanced dashboard reporting that informs the financial and strategic management of our projects, programs, and portfolios.

Your core responsibility will be to develop, maintain, and continuously improve high-quality reports and dashboards in Power BI—our primary enterprise reporting tool. Experience with SAP Analytics Cloud (SAC) is highly desirable and will be considered a significant advantage, supporting enterprise portfolio reporting, integration, and advanced analytics.

Key aspects of your role will include:

  • Leading the design, development, and ongoing maintenance of Power BI dashboards that provide timely, accurate, and insightful portfolio reporting at the enterprise level.
  • Assisting in the management of day-to-day portfolio reporting workflows, while identifying opportunities to streamline processes and improve efficiency.
  • Reviewing, analysing, and ensuring data integration and integrity across reporting platforms, working closely with Corporate/Finance/EPMO functions to align with enterprise standards.
  • Driving continuous improvement by identifying new ways of automating reporting, improving data quality, and optimising dashboard usability.
  • Supporting the broader Business PMO team by contributing to initiatives that uplift operational reporting maturity and business effectiveness.

This is an exciting opportunity for a skilled analyst to join our team and contribute to the success of our organisation.

You will have the chance to work on challenging projects, develop your skills, and make a meaningful impact on our business.

The ideal candidate will have a strong background in capital investment and benefits management, as well as experience working in a PMO in a large complex organisation.

A relevant degree qualification or equivalent experience is required, along with 7+ years' experience in a similar field.

The successful candidate will have excellent analytical skills, including the ability to use multiple sources of data and information to form clear insight.

They will also have strong communication skills, both written and verbal, and be able to distil key information from multiple data sources.

A commercial mindset and a numerical focus are essential, as well as the ability to handle large data sets.

This is a rewarding opportunity for someone who is passionate about analysis and wants to make a difference in a dynamic and progressive organisation.

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