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
