Portfolio Finance & Data Analyst

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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 prioritization 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 47 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 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