At a Glance
- Tasks: Support financial planning and analysis for a $70m project portfolio.
- Company: Join a leading finance team in a dynamic tech environment.
- Benefits: Competitive salary, professional development, and a collaborative culture.
- Other info: Great opportunity for career growth in a fast-paced environment.
- Why this job: Make an impact by driving financial insights and supporting innovative projects.
- Qualifications: Part-qualified accounting certification and experience in financial analysis.
The predicted salary is between 55000 - 65000 £ per year.
The LME Group Portfolio Management Office is responsible for governance of all group business and technology change delivery, with oversight of multi-year delivery plans and budgets. Within the team, the purpose of this role is to provide financial and analytical support across the project portfolio (approx. $70m), ensuring accurate tracking, reporting and insights that enable effective decision-making and resource allocation. The role bridges finance, data analysis and portfolio management to drive value and performance across programmes and projects.
Responsibilities:
- Portfolio Finance & Reporting
- Own and deliver the monthly portfolio forecasting and reporting cycle, ensuring accuracy, timeliness, and completeness.
- Produce clear, insightful variance analysis to support senior decision-making.
- Collate and analyse financial data to support annual budgeting, prioritisation, and ongoing planning processes.
- Support the Financial Accounting team during month-end close, ensuring accurate accruals, correct journal postings, and appropriate cost allocations.
- Ensure adherence to financial controls, governance standards, and audit requirements.
- Data Analysis & Insight
- Act as a steward for portfolio financial and project data, maintaining a single source of truth across systems.
- Champion data integrity, consistency, and standardisation across reporting tools and processes.
- Build trust in portfolio reporting through transparency, auditability, and traceability of financial data.
- Develop and enhance dashboarding and reporting capabilities using Power BI, Power Query, Excel (advanced), SQL (desirable).
- Deliver actionable insights that support portfolio prioritisation and performance management.
- Project & Portfolio Support
- Partner with Project Managers to support financial planning, tracking, and forecasting.
- Provide guidance on accruals, capitalisation, and financial governance during project lifecycle.
- Support project initiation processes, including financial setup, funding drawdown, and cost tracking.
- Facilitate portfolio governance and reporting in line with PMO frameworks.
- In conjunction with the PMO team, conduct financial and execution health checks with programmes.
- Process & Tool Development
- Establish and continuously improve repeatable processes for portfolio financial management and reporting.
- Drive automation of manual processes to reduce administrative burden across PMO and delivery teams.
- Use of Power Automate, macros, VBA, and reporting automation techniques.
- Contribute to the optimisation of PPM tools and financial data integration.
Academic and Professional Qualifications Required:
- Part-qualified or fully qualified professional accounting certification (e.g. ACA, ACCA, CIMA or equivalent) highly desirable but not essential.
- Evidence of continued professional development in data, analytics, or reporting tools (e.g. Power BI, data analytics certifications).
- Relevant experience in financial or portfolio/project accounting roles, ideally within a change, technology, or PMO environment.
- Exposure to financial systems, reporting tools, and portfolio management platforms, with a strong practical application of accounting knowledge.
Required Knowledge and Level of Experience:
- Strong understanding of core accounting principles (accruals, prepayments, cost allocation, P&L) with experience in portfolio/project or management accounting.
- Proven experience (typically 4–7+ years) in financial analysis, forecasting, and reporting within a change, technology, or project-driven environment.
- Advanced capability in data tools, particularly Power BI, Power Query, and Excel, with experience in building automated reporting solutions.
- Experience supporting project or portfolio financial management, including budgeting, forecasting, and working with PMOs and delivery teams.
- Familiarity with process automation and data systems, with exposure to PPM tools (e.g. Clarity, Planview, Project Online) and/or basic SQL being advantageous.
Essential:
- Strong understanding of financial accounting principles, including accruals and prepayments, cost allocation and journal processing, basic P&L and forecasting concepts.
- Experience in portfolio, project, or management accounting within a change or technology environment.
- Advanced Excel skills and experience with data modelling and transformation (Power Query).
- Experience building dashboards and reports.
- Experience with PPM tools such as Clarity, Planview, Monday.com, Project Online.
- Strong analytical skills with the ability to interpret and present complex data clearly.
- Experience working in change, transformation, or technology-driven environments.
- Excellent stakeholder management, with the ability to work across Finance, PMO, and Delivery teams.
Desirable:
- Knowledge of SQL or other data querying languages.
- Experience with automation tools (Power Automate, VBA, scripting).
- Understanding of capital vs. expense treatment in project accounting.
Personal Qualities:
- Proactive and enthusiastic individual who is self-motivated and a team player.
- Quality orientated with an attention to detail.
- Curious nature with a desire to learn.
- Ability to work under pressure.
Portfolio Finance & Data Analyst in London employer: Hong Kong Exchanges and Clearing
At LME Group, we pride ourselves on being an exceptional employer, offering a dynamic work environment in the heart of London. Our culture fosters collaboration and innovation, providing employees with ample opportunities for professional growth and development. With a focus on financial integrity and data-driven decision-making, we empower our team members to make meaningful contributions while enjoying a supportive atmosphere that values work-life balance.
Contact Details:
Hong Kong Exchanges and Clearing Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Finance & Data Analyst in London
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We think you need these skills to ace Portfolio Finance & Data Analyst in London
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