Portfolio Reporting & Analytics Analyst – EPMO

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop, maintain, and enhance dashboards, reports, and analytics for the enterprise portfolio utilizing Power BI, Smartsheet, Excel, and various reporting tools.

• Act as the primary administrator and subject matter expert for EPMO reporting and analytics solutions.

• Create and sustain executive dashboards that reflect project health, portfolio performance, strategic initiatives, resource utilization, risks, and KPIs.

• Establish reporting standards, data definitions, KPI frameworks, and portfolio metrics.

• Gather, validate, analyze, and reconcile data related to projects, finances, resources, and portfolios from diverse sources.

• Identify trends, risks, issues, dependencies, and opportunities within the portfolio and provide actionable recommendations.

• Generate and disseminate portfolio reports on a weekly, monthly, quarterly, and annual basis.

• Assist in executive governance meetings with presentation materials, scorecards, dashboards, and analytics.

• Develop and maintain metrics for portfolio health, project performance indicators, and organizational performance reporting.

• Aid in demand management, capacity planning, resource planning, and portfolio prioritization through data analysis and reporting.

• Create and maintain Power BI datasets, dashboards, data models, calculated measures, and visualizations.

• Collaborate with project managers, program managers, and business leaders to fulfill reporting requirements.

• Ensure reporting accuracy and conduct data quality assessments along with necessary corrective actions.

• Develop presentations and report-outs for executives utilizing data visualization and storytelling techniques.

• Support EPMO governance by tracking and reporting on project status, milestones, risks, issues, budgets, benefits realization, and strategic alignment.

• Propose and implement improvements to reporting processes, automation, and dashboard functionalities.

• Maintain documentation related to reporting processes, KPI definitions, dashboard specifications, and procedures.

• Assist in annual planning, strategic initiatives, organizational performance reviews, audits, and compliance activities.

• Engage in EPMO continuous improvement initiatives.

• Perform additional duties as assigned.

⛳️ Requirements

• Bachelor’s degree is required; preference given to fields such as business analytics, information systems, data analytics, finance, business administration, or related areas.

• 3–7 years of experience in portfolio reporting, business intelligence, data analytics, PMO operations, or related fields.

• Proven experience in developing Power BI dashboards and executive reporting solutions is required.

• Experience in a PMO, EPMO, Portfolio Management, or Program Management environment is preferred.

• Strong preference for experience administering and reporting from Smartsheet.

• Experience in portfolio management, project management, governance reporting, and KPI development is preferred.

• Experience in supporting executive leadership reporting and strategic decision-making is preferred.

• A background in Healthcare IT is strongly preferred.

• Advanced understanding of portfolio reporting, business intelligence, and data analytics principles.

• Extensive experience with Microsoft Power BI, including dashboard development, data modeling, Power Query, and DAX.

• Significant experience with Smartsheet reporting, dashboards, and portfolio management solutions.

• Strong analytical and problem-solving capabilities.

• Aptitude for developing executive-level dashboards, scorecards, and visual presentations.

• Familiarity with project, program, and portfolio management principles and methodologies.

• Knowledge of project management metrics, KPIs, governance reporting, and performance management frameworks.

• Excellent written, verbal, presentation, and communication skills.

• Ability to succinctly present complex information to executive leadership.

• Experience in gathering reporting requirements and converting business needs into reporting solutions.

• Strong organizational skills and meticulous attention to detail.

• Capability to handle multiple priorities and deadlines concurrently.

• Advanced proficiency in Microsoft Excel, PowerPoint, and reporting tools.

• Proficiency in reading, writing, and speaking English.

• Microsoft Power BI certification is preferred but not mandatory.

• PMP, CAPM, PMI-PBA, or related certification is a plus but not required.

🏝️ Benefits

• Eligibility for an annual bonus; bonuses are contingent on both company and individual performance and are not guaranteed.

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