Portfolio Reporting & Analytics Analyst - EPMO

Overview

The Portfolio Reporting & Analytics Analyst – EPMO is responsible for developing, maintaining, and enhancing enterprise portfolio reporting, analytics, dashboards, and executive-level communications to support organizational decision-making. This role provides visibility into portfolio performance, project health, strategic initiative progress, resource utilization, and organizational priorities within the Enterprise Project Management Office (EPMO).

This position collaborates closely with business stakeholders, project teams, program leadership, IT, finance, and executive leadership to collect, validate, analyze, and present portfolio data. Responsibilities include developing and maintaining Smartsheet reports and dashboards, Power BI reporting solutions, portfolio KPIs, governance reporting, and executive report-outs for business reviews.

The role combines analytical expertise, data visualization, portfolio management knowledge, and executive communication skills to transform project and portfolio data into actionable insights supporting organizational strategy and operational excellence.

The base pay range for this role is $66,900 to $113,700 annually, depending on skills, experience, and qualifications. This range excludes bonuses or other compensation. The position is eligible for an annual bonus based on company and individual performance, though bonuses are not guaranteed.

Responsibilities

• Develop, maintain, and enhance enterprise portfolio dashboards, reports, and analytics using Power BI, Smartsheet, Excel, and other tools.
• Serve as the primary administrator and subject matter expert for EPMO reporting and analytics solutions.
• Design and maintain executive dashboards providing visibility into project health, portfolio performance, strategic initiatives, resource utilization, risks, and KPIs.
• Develop reporting standards, data definitions, KPI frameworks, and portfolio metrics to ensure organizational consistency.
• Collect, validate, analyze, and reconcile project, financial, resource, and portfolio data from multiple systems.
• Identify portfolio trends, risks, issues, dependencies, and opportunities; provide actionable recommendations to EPMO leadership.
• Produce and distribute weekly, monthly, quarterly, and annual portfolio reports for leadership and governance committees.
• Support executive governance meetings by preparing presentation materials, scorecards, dashboards, and analytics.
• Create and maintain portfolio health metrics, project performance indicators, and organizational performance reporting.
• Support demand management, capacity planning, resource planning, and portfolio prioritization through data analysis and reporting.
• Develop and maintain Power BI datasets, dashboards, data models, calculated measures, and visualizations.
• Partner with project managers, program managers, and business leaders to understand and deliver reporting requirements.
• Monitor portfolio reporting accuracy and perform ongoing data quality assessments and corrective actions.
• Develop executive-level presentations and report-outs using data visualization and storytelling techniques.
• Support EPMO governance processes by tracking and reporting project status, milestones, risks, issues, budgets, benefits realization, and strategic alignment.
• Recommend and implement reporting process improvements, automation opportunities, and dashboard enhancements.
• Maintain documentation for reporting processes, KPI definitions, dashboard specifications, and procedures.
• Provide reporting and analytics support for annual planning, strategic initiatives, and organizational performance reviews.
• Support audits and compliance activities related to project and portfolio reporting.
• Participate in EPMO continuous improvement initiatives.
• Perform other duties as assigned.

Qualifications

• Bachelor's degree required; preferred fields include business analytics, information systems, data analytics, finance, or business administration.
• 3-7 years of experience in portfolio reporting, business intelligence, data analytics, PMO operations, or related disciplines.
• Demonstrated experience developing Power BI dashboards and executive reporting solutions.
• Preferred experience working within a Project Management Office (PMO), Enterprise PMO (EPMO), Portfolio Management, or Program Management environment.
• Strong preference for experience administering and reporting from the Smartsheet platform.
• Preferred experience with portfolio management, project management, governance reporting, and KPI development.
• Preferred experience supporting executive leadership reporting and strategic decision-making.
• Healthcare IT experience is strongly preferred.
• Microsoft Power BI certification is preferred but not required.
• PMP, CAPM, PMI-PBA, or related certification is a plus but not required.
• Advanced knowledge of portfolio reporting, business intelligence, and data analytics principles.
• Advanced experience with Microsoft Power BI, including dashboard development, data modeling, Power Query, and DAX.
• Strong experience with Smartsheet reporting, dashboards, and portfolio management solutions.
• Strong analytical and problem-solving skills with the ability to identify trends and translate data into actionable insights.
• Ability to develop executive-level dashboards, scorecards, and visual presentations.
• Understanding of project, program, and portfolio management principles and methodologies.
• Knowledge of project management metrics, KPIs, governance reporting, and performance management frameworks.
• Strong written, verbal, presentation, and communication skills.
• Ability to present complex information concisely and meaningfully to executive leadership.
• Experience gathering reporting requirements and translating business needs into reporting solutions.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and deadlines simultaneously.
• Customer-focused mindset with a commitment to quality and continuous improvement.
• Advanced proficiency in Microsoft Excel, PowerPoint, and reporting tools.
• Ability to read, write, and speak English.

Physical Demands

• Occasional standing and walking.
• Frequent sitting and hand/finger movement.
• Use of office equipment (in office or remote).
• Verbal and written communication.

Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.