Project Financial Analyst – PMO, Costing, Budgeting & Portfolio Reporting

Original job posting

Manage financial tracking, reporting, and annual planning for the Caribbean Banking Project Portfolio. Oversee project record maintenance, monitor portfolio performance against targets, and prepare executive dashboards for the Investment Review Board.

Job details

Project Management Support Executive – Financial Portfolio Management, PMO & Excel Toronto, ON - Hybrid (4 Days WFO) Role Descriptions In this role, you will manage financial tracking and reporting for the Caribbean Banking Project Portfolio and support annual planning for Application Development/In Segment budgets. Responsibilities include: Overseeing project record onboarding, maintenance, and closure. Ensuring financial data accuracy throughout the project lifecycle. Monitoring portfolio performance against targets. Maintaining project minutes, artifacts, and data. Reviewing change requests and project capitalization assessments. Responding to IT project audits. Preparing Investment Review Board information decks and executive dashboards. What will you do? Monitor and review Application Development/In Segment portfolio performance, ensuring projects maintain budget adherence, accurate financials (actuals/forecast), and correct status tracking (open, closed, cancelled, or on hold). Flag inconsistencies and variances immediately. Conduct monthly forecast analysis to identify financial variances and ensure delivery against plan. Monitor resource allocations and alert stakeholders if resources are not fully allocated. Provide required forecasts to the Personal Banking & Digital Technology team for the Caribbean Banking portfolio. Facilitate review and preparation of Investment Review Board (IRB) agendas; document actions and minutes. Present materials at the IRB and document minutes/actions. Support IRB prioritization and planning sessions with information required. Support project audits and assessments, leading the technology evaluation components. Maintain accurate Application Development/In Segment spend/forecast/approved amounts in Planview book of records by preparing and uploading data extracts from IT system. Prepare monthly portfolio dashboards (financials) and portfolio metrics. What do you need to succeed? Must-have: Bachelors degree in Business Administration, Finance, Project Management, Computer Science, or related field; or equivalent professional experience. 3+ years experience in financial project portfolio management, project finance, or PMO coordination. Proven experience with financial tracking, budgeting, and variance analysis. Strong proficiency with Excel, financial reporting tools, and dashboarding platforms. Experience supporting executive-level reporting and Investment Review Board processes. Demonstrated knowledge of project management methodologies and PMO governance. Nice-to-have: Experience in banking or financial services. Familiarity with Agile project methodologies. Experience with enterprise project management tools.

What you’ll do

Manage financial tracking, reporting, and annual planning for the Caribbean Banking Project Portfolio. Oversee project record maintenance, monitor portfolio performance against targets, and prepare executive dashboards for the Investment Review Board.

Requirements

Requires a bachelor's degree in Business, Finance, or a related field with over 3 years of experience in financial project portfolio management or PMO coordination. Must be proficient in Excel and experienced in financial reporting and executive-level reporting processes.

Listed skills

• Microsoft Excel · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Tracking
• Budgeting
• Variance Analysis
• Excel
• Financial Reporting
• Dashboarding
• PMO Governance
• Project Management Methodologies
• Portfolio Management
• Investment Review Board Processes
• Project Capitalization Assessment
• Resource Allocation

Job areas

• Finance & Accounting
• Management & Leadership
• Technology
• Consulting
• Data & Analytics