IT Projects Financial Analyst PMO Costing Budgeting & Portfolio Reporting
Toronto ON - Hybrid (4 Days WFO)
Role Descriptions:
In this role you will manage financial tracking and reporting for the Caribbean Banking Project Portfolio and support annual planning for Application Development/In Segment budgets. Responsibilities include overseeing project record onboarding maintenance and closure; ensuring financial data accuracy throughout the project lifecycle; monitoring portfolio performance against targets; maintaining project minutes artifacts and data; reviewing change requests and project capitalization assessments; responding to IT project audits; and preparing Investment Review Board information decks and executive dashboards.
What will you do
Monitor and review Application Development/In Segment portfolio performance ensuring projects maintain budget adherence accurate financials (actuals/forecast) and correct status tracking (open closed cancelled or on hold). Flag inconsistencies and variances immediately.
Conduct monthly forecast analysis to identify financial variances and ensure delivery against plan.
Monitor resource allocations and alert stakeholders if resources are not fully allocated.
Provide required forecasts to the Personal Banking & Digital Technology team for the Caribbean Banking portfolio.
Facilitate review and preparation of Investment Review Board (IRB) agendas; document actions and minutes.
Present materials at the IRB and document minutes/actions.
Support IRB prioritization and planning sessions with information required.
Support project audits and assessments leading the technology evaluation components.
Maintain accurate Application Development/In Segment spend/forecast/approved amounts in Planview book of records by preparing and uploading data extracts from IT system.
Prepare monthly portfolio dashboards (financials) and portfolio metrics.
What do you need to succeed
Must-have:
Bachelors degree in Business Administration Finance Project Management Computer Science or related field; or equivalent professional experience
3 years experience in financial project portfolio management project finance or PMO coordination
Proven experience with financial tracking budgeting and variance analysis
Strong proficiency with Excel financial reporting tools and dashboarding platforms
Experience supporting executive-level reporting and Investment Review Board processes
Demonstrated knowledge of project management methodologies and PMO governance
Nice-to-have:
Experience in banking or financial services
Familiarity with Agile project methodologies
Experience with enterprise project management tools