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 governanceDrive 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 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.
