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Portfolio Finance & Data Analyst

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Portfolio Finance & Data Analyst

Shift Pattern:

Standard 40 Hour Week (United Kingdom)

Scheduled Weekly Hours:

40

Corporate Grade:

D - Assistant Vice President

Reporting Line:

(UK Org Unit) Finance

Location:

UK-London

Worker Type:

Permanent

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 4–7+ 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, Monday.com, 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