PORTFOLIO FINANCE ANALYST | London
We're seeking a Portfolio Finance Analyst to join our clients Portfolio Management Office, supporting financial tracking and insights across a change portfolio.
The Role:
Own monthly portfolio forecasting, reporting and variance analysis. Partner with Project Managers and delivery teams to ensure accurate financial tracking, budgeting, and decision-making. Build dashboards and reports that drive portfolio prioritisation and performance management.
What You'll Do:
Deliver monthly portfolio forecasts and variance analysis with clear insights
Support budgeting, financial planning and accruals processing
Build and enhance Power BI dashboards and automated reports
Maintain data integrity and act as a steward for portfolio financial data
Support project financial setup, funding, tracking and governance
Drive automation of manual processes using Power Query, Excel, VBA
Who You Are:
4-7+ years in financial analysis, project accounting or portfolio management
Part-qualified/qualified accountant (ACA, ACCA, CIMA) highly desirable
Advanced Excel, Power BI and Power Query
Experience with PPM tools (Clarity, Planview, Project Online)
Strong analytical mindset with attention to detail
Comfortable working across Finance, PMO and delivery teams
Must have extensive financial services experience and tracked budgets of £50M
Why Join Us:
Work on strategic programmes shaping the business, partner with senior stakeholders, and develop expertise in portfolio-level finance and data.
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Portfolio Finance Analyst in London employer: McCabe & Barton
As a leading global consultancy, we pride ourselves on fostering a dynamic and inclusive work culture that prioritises employee growth and development. With a competitive salary of £63,000 plus bonuses and the flexibility of hybrid working, our team enjoys a supportive environment where they can thrive while working with top-tier clients in the Financial Services sector. Join us to make a meaningful impact in Operational Resilience and advance your career in a collaborative setting located in the heart of London.
