PMO Analyst - Finance & Portfolio Planning

Are you an experienced PMO Analyst with significant involvement in Finance planning?

Would you like the opportunity to work in an exciting role with a reputable, forward thinking retail bank?

If the answer is yes then I am keen to have a conversation with you.

We have an exciting opportunity for a talented and enthusiastic individual to join the Change Operations Team as a Finance & Portfolio Planning Analyst.

For this role you should have:

• A Finance qualification - either a related degree, working towards an accounting qualification or at least three years experience working in a Finance role
• Experience of working within a project-orientated function; experience of supporting Programme and Project Managers preferred but not necessary
• Attention to detail
• MS Office Suite - Excel, Word, PowerPoint to a proficient level
• Excellent organisational ability and communication skills
• Ability to adapt quickly, calmly and positively to changing priorities
• Disciplined work approach including the ability to work to deadlines, whilst maintaining a high level of accuracy is essential
• Financial Services industry experience preferred but not essential

Key responsibilities:

• Review, validation and tracking of Impact Assessments/Work Orders
• Setting up and maintaining the Finance processes with IT supplier (invoicing, true up meetings etc)
• Documentation of requests and financial forecasts of Project information
• Create/validate Finance Reporting for Forums
• Month End Ledger Review for project costs and meetings to discuss with the Project managers/portfolio Leads
• MI production and analysis to help the PM's
• Supporting the PM's with Accruals and journals that are sent to Finance
• Helping the project teams to understand the Financial aspects of the Impact assessments
• Reporting Pack Preparation for Governance Meetings
• Secretariat/pack preparation for Investment Committee
• Management of the Investment Committee mailbox
• Budget governance vs Actuals
• Tracking of Approval References
• Benefits Tracking - Financial
• Support management of Tooling budget
• Travel analysis and reporting
• Resourcing - Demand Management and Resource Costing
• Raise and track all Change IT Purchase Orders
• Raise all Change Resourcing Purchase Orders
• Resourcing month end process where invoices are checked against actuals and assigned to the correct cost centre in the Ledger

If this sounds like a role you would succeed in please do not hesitate to get in touch. You can contact me direct on (see below)