Financial Data Analyst

hace 4 días


San Francisco, Heredia, Costa Rica Sysco Costa Rica A tiempo completo
Job Summary

The Portfolio Data & Analytics Analyst is responsible for critically evaluating complex project and program management financial information across the technology program, providing insights and recommendations to the Technology Program Manager, Project Managers, and Financial Planning Partner.

As a key member of the team, you will drive adoption of the financial and integration governance model and processes across all phases of the North America Portfolio. You will build and create financially focused dashboards to depict spend trends and forecast throughout each period of the fiscal year.

Responsibilities:
  • Drive adoption of the financial and integration governance model and processes across all phases of the North America Portfolio.
  • Build and create financially focused dashboards to depict spend trends and forecast throughout each period of the fiscal year.
  • Continuously improve how monthly financial forecasting and budget comparison is conducted, ensuring that guidelines are followed.
  • Derive key takeaways and action items from the forecast/budgeting exercise results.
  • Collaborate with portfolio leadership to identify areas where data is needed to better estimate current and future work (scope, resourcing, costs).
  • Develop plan/framework to collect and validate data.
  • Monitor and control reporting of high impact technology program risks, ensuring project owners have appropriate response plans in place.
  • Establish and manage data/financial reviews at appropriate points across the technology program, providing evaluations of program progress and key performance indicators.
  • Gather and review data and information from across the technology program to evidence that the information is valid and provides assurance that programs outcomes will be met.
  • Establish and maintain governance processes for the performance review of portfolios, defining clear roles, responsibilities, and accountabilities, including the inputs and outputs required to align with organizational practices.
  • Partner with leaders and SMEs across technology to identify and resolve data inaccuracies across the aggregated project portfolio.
  • Consolidate and document management information 'report packs' with fundamental components of the technology program performance data such as budget, schedule, risks, opportunities, and issues.

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