Portfolio Analyst

3 weeks ago

Vancouver, British Columbia, Canada Randstad Canada Full time
Portfolio Analyst Job Description

We are seeking a highly skilled Portfolio Analyst to join our team at Randstad Canada. As a Portfolio Analyst, you will play a critical role in supporting our clients' financial management needs.

Key Responsibilities:
  • Build and maintain financial reporting for portfolio leaders and department leadership teams
  • Implement enhancements as requested by leadership
  • Support with ad hoc reporting and insight requests as needed
  • Monitor and analyze financial reporting for portfolio
  • Review data in reports and investigate and validate forecast spikes
  • Monitor future risks to forecast/budget/actuals
  • Identify opportunities for cost savings and process improvements
  • Use reports to dig into forecasted costs and work with PMs to address any concerns prior to fiscal month lock
  • Prepare budget overviews for project and portfolio management and effectively communicate deviations if they occur
  • Validate data in CAPEX report and work with portfolio team to get insight into variances
Budget Management Support:
  • Work with the project management team to keep track of budget, actuals, and commitments
  • Facilitate monthly budget meetings to review budget trackers prior to fiscal period lock
  • Facilitate monthly budget meetings to update Portfolio and Program Managers on current financial standing
  • Provide insights to portfolio leaders
  • Support portfolio team with the adoption of a new budget management tool (SPM)
  • Become subject matter expert on how to use SPM
  • Support in training project managers as needed
  • Help teams transition into using the new tool – cutover from excel trackers into SPM, etc.
  • Model funding allocations to receive the best outcome for the portfolio's budget
  • Audit budget trackers regularly
  • Ensure budget health is in good standing across all programs/projects with the portfolio
  • Support with Fund Transfer and Change Requests for your portfolio
  • Maintain master document tracking all Fund Transfers and Change Requests within your portfolio
  • See transfers through to completion
  • Support Project Managers in updating budget information once transfers are completed
  • Confirm updated budget totals are accurate across all financial reports
  • Support Cloud cost management, provide insights for portfolio leaders and support Project Managers in updating forecasts
  • Support with reclasses between CAPEX and OPEX
  • Support with requests from FP&A (Financial Planning and Analysis) team
  • Support with AOP (Annual Operating Plan) for your portfolio
Resource Management Support:
  • Coordination and verification of weekly timesheets for all team members, follow-up if necessary
  • Run reports in time tracking software to ensure contract and FTE resources are submitting time accurately and Project Managers approving submitted time in accordance to PMO guidelines
  • Monitor and analyze internal resource reports
  • Monitor portfolio resource labour forecast across budget trackers
  • Compare FTE labour forecast documents and reports with budget trackers
  • Ensure Project Managers are updating any resource discrepancies in a timely manner, prior to fiscal period lock
  • Support with resource forecasting for OPEX
  • Support with resource analysis for the portfolio
  • Contractor to FTE ratio
  • Average rate by role, etc
  • Verify allocation, rates, end dates, timesheets, SOW/contracts are current for all team members
Invoice Management & Support:
  • Request PO's based on SOWs and forecasts and process according invoices in an accurate and timely manner
  • Ensure Statements of Work (SOW) of vendors are accurate and check if incoming invoices match previously discussed measures
  • Ensure Project Managers are properly managing and forecasting purchase orders
  • Work with vendors for invoice and payment timing
  • Analyze invoice
Portfolio Management Support:
  • Produce Program Status Report and review with Portfolio Manager prior to distribution
  • Communicate and collaborate with colleagues and if occasionally required support in the following tasks:
  • Schedule meetings, workshops, and team events to support the team
  • Take and distribute meeting notes and organize follow up items, actions and sessions
  • Support Program Managers and Project Managers with recruitment when required
  • Coordinate new team member onboarding and ensure all administrative tasks are completed in a timely manner
  • Manage Program documentation, and consolidate document platforms to ensure simplicity and increase easy of finding documents
  • Acting as a liaison for all projects to all internal users as well as vendors
  • Request information from vendors on SOWs, invoices, resourcing
  • Schedule and hold meetings with internal stakeholders relating to budget allocations
  • Support Portfolio Manager and Director with additional tasks if required
Qualifications:
  • Proven work as a Finance PM, Project Coordinator (financially focused), portfolio analyst
  • Desire for continuous improvement
  • Advanced MS Excel skills, strong MS office
  • Experience in Coupa
  • Asset: PowerBI experience
  • Asset: ServiceNow ITBM knowledge, knowledge of Smartsheet
  • Strong interpersonal and communication skills
  • Very strong organization and follow-up capabilities
  • Asset: experience in Agile environment

We are committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

We are committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.

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