Portfolio Management Senior Financial Analyst

Overview

A global reinsurance organization is seeking a Portfolio Management Senior Financial Analyst to support financial planning, analysis, and governance across its Global Technology portfolio. This role involves partnering with technology, portfolio management, and finance leaders to provide financial insights, investment tracking, forecasting, budgeting, and performance reporting. The analyst will monitor technology spending, evaluate business cases, identify risks and opportunities, and enhance financial visibility to support informed decision-making and disciplined investment management.

Responsibilities

• Develop and maintain portfolio-level financial models, forecasts, budgets, and long-range plans for Global Technology initiatives.
• Collaborate with technology leaders, portfolio managers, and business stakeholders to track investment performance, spending trends, and resource allocations.
• Prepare recurring and ad hoc financial reports, including actual-to-plan analysis, forecast updates, variance commentary, and executive-level dashboards.
• Support business case development by assessing expected costs, benefits, return on investment, and financial risks.
• Monitor project and program financial performance to identify risks, opportunities, and necessary course corrections; escalate issues as needed.
• Drive portfolio finance governance by establishing consistent reporting standards, funding controls, and prioritization processes.
• Work with accounting, procurement, vendor management, and technology teams to improve accuracy of accruals, invoices, capitalization treatment, and expense reporting.
• Analyze large and complex datasets to identify trends, anomalies, and opportunities for process improvement and stronger financial discipline.
• Develop and enhance dashboards, reporting tools, and management information using financial and business intelligence systems.
• Support annual budget cycles, quarterly forecasts, monthly close activities, and strategic planning processes, ensuring data integrity by validating assumptions, source data, and system outputs.

Requirements

• Bachelor’s degree in Accounting, Finance, or equivalent related work experience (CPA preferred).
• Minimum 5 years of progressive experience in financial planning and analysis, corporate finance, portfolio finance, or technology finance.
• Experience supporting project, program, or portfolio financial management within a technology organization.
• Proficiency in budgeting, forecasting, variance analysis, and executive financial reporting.
• Experience developing business cases and investment analyses for complex initiatives.
• Skilled in financial systems and reporting tools such as Excel, Power BI, Oracle, OneStream, Sigma, or similar platforms.
• Advanced financial modeling, forecasting, and scenario analysis capabilities.
• Strong understanding of portfolio finance, investment governance, and technology cost structures.
• Ability to translate complex financial information into clear, actionable insights for business and technology leaders.
• Advanced proficiency in Excel and data visualization tools.
• Strong analytical, problem-solving, and critical thinking skills with attention to detail and data accuracy.
• Ability to manage multiple priorities and deadlines in a complex portfolio environment.
• Excellent written, verbal, and presentation skills, capable of preparing executive-level materials.
• Ability to influence decisions and build effective partnerships across finance, technology, procurement, and portfolio management teams.
• Knowledge of project financial controls, capitalization concepts, vendor spend management, and resource planning.
• Commitment to continuous improvement, process discipline, and strong internal control practices.

Preferred Qualifications

• Master’s degree in Finance, Business Administration, or related discipline.
• CPA, CFA, MBA, or equivalent finance certification.
• Portfolio management, project management, or agile certification.
• Experience with capital and operating expense management for technology investments.
• Experience in insurance, financial services, or similarly regulated industries.

Compensation & Benefits

• Annual base salary range: $89,310.00 - $134,870.00, varying based on knowledge, skills, experience, and market location.
• Eligibility for an annual bonus plan.
• Some positions may participate in a long-term equity incentive plan.
• Comprehensive health, retirement, and other employee benefits.

Location

Not specified.

The organization is an equal opportunity employer and considers qualified applicants without regard to race, color, age, gender identity or expression, sex, disability, veteran status, religion, national origin, or any other characteristic protected by applicable equal employment opportunity laws.