Overview
This role develops, maintains, and enhances enterprise portfolio reporting, analytics, dashboards, and executive-level communications to support organizational decision-making.
The Portfolio Reporting & Analytics Analyst – EPMO contributes to Enterprise Project Management Office (EPMO) reporting by providing visibility into portfolio performance, project health, strategic initiative progress, resource utilization, and organizational priorities. The position partners with business stakeholders, project teams, program leadership, information technology, finance, and executive leadership to collect, validate, analyze, and present portfolio data.
Responsibilities
- Develop, maintain, and enhance enterprise portfolio dashboards, reports, and analytics using Power BI, Smartsheet, Excel, and other reporting tools.
- Serve as the primary administrator and subject matter expert for EPMO reporting and analytics solutions.
- Design and maintain executive dashboards covering project health, portfolio performance, strategic initiatives, resource utilization, risks, and key performance indicators (KPIs).
- Create and maintain 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 and sources.
- Identify portfolio trends, risks, issues, dependencies, and opportunities, and 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 supporting 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 ensure reporting requirements are understood and delivered.
- 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 reporting 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; business analytics, information systems, data analytics, finance, business administration, or related field preferred.
- 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 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 in a concise and meaningful manner 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.
Preferred Qualifications
- Experience working within a Project Management Office (PMO), Enterprise PMO (EPMO), Portfolio Management, or Program Management environment.
- Experience administering and reporting from the Smartsheet platform.
- Experience with portfolio management, project management, governance reporting, and KPI development.
- Experience supporting executive leadership reporting and strategic decision-making.
- Healthcare IT experience.
- Microsoft Power BI certification.
- PMP, CAPM, PMI-PBA, or related certification.
Compensation & Benefits
- Base pay estimate: $66,900-$113,700 annually.
- Final offer will depend on skills, experience, and qualifications.
- This range is for base pay only and does not include bonuses or other compensation.
- Eligible for an annual bonus. Bonuses are not guaranteed and are awarded based on company and individual performance.
Physical Requirements
The physical demands described are representative of those that may need to be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Occasional standing
- Occasional walking
- Frequent sitting
- Frequent hand and finger movement
- Use office equipment (in office or remote)
- Communicate verbally and in writing