About this role
Financial Portfolio Analyst
Job Posting: The Financial Analyst I – Portfolio & Investments supports the EPMO, FP&A and Capital Committee by providing financial analysis for enterprise projects and initiatives.
This role partners with project owners, business sponsors, Procurement, IT, Accounting and FP&A to develop business cases, evaluate investment returns, support project lifecycle economics and monitor whether projects deliver expected value over time.
Responsibilities
Build and maintain business cases, financial models and standard templates for project evaluation and approval. Perform breakeven, payback, ROI, NPV, IRR and sensitivity analysis for capital investments and resource-intensive initiatives.
Support Capital Committee materials with clear financial summaries, assumptions, risks and return profiles.
Track approved project benefits, budget performance and value realization over the project lifecycle.
Support administrative financial activities related to AFEs, POs, JD Edwards, Oracle EPM Cloud, forecast updates and project financial documentation.
Key Traits & Capabilities
Strong analytical curiosity and willingness to dig into data, assumptions and business drivers.
High attention to accuracy, documentation and financial controls.
Business partnership mindset: able to translate finance concepts into plainspoken decision support.
Process-builder orientation with interest in templates, standards and repeatable reporting.
Comfort balancing detailed financial work with practical project and stakeholder needs.
Preferred Qualifications
Bachelor’s degree in finance, accounting, economics, business analytics or a related field preferred.
0–3 years of financial analysis, FP&A, investment analysis, project or business case experience preferred.
Strong Excel skills, including formulas, data organization, modeling and scenario analysis.
Exposure to Oracle EPM Cloud, JD Edwards, Power BI or financial reporting systems preferred.
Ability to work collaboratively with FP&A, Procurement, IT, project teams and business owners.
What Success Looks Like in the First 12 Months
Project business cases become more consistent, comparable and decision-ready.
Capital Committee receives clearer financial assumptions, return metrics and value-tracking expectations.
Project financial templates are adopted across the enterprise portfolio.
Approved initiatives are tracked against expected benefits and lifecycle financial commitments.
EPMO and FP&A have a stronger bridge between capital planning, project execution and results measurement.