Portfolio Analyst – EY

EY exists to build a better working world, helping create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all.

The Opportunity

The overall purpose of the Data Analyst role is to provide data analysis and oversight to the Enterprise Technology (ET) projects to ensure compliance with established portfolio processes, tools, and templates. The Data Analyst would join the ET Portfolio Management team, which owns the areas of Demand Management, Change Control, Project Initiation, Project/Program Management Methodologies, Financial Governance, Project Delivery, Data Quality Assurance, Compliance, Dashboard & KPI reporting for all of ET.

Your key responsibilities

• The data analyst could take ownership and drive the above disciplines with limited direction required and has deep knowledge and skills within the Project & portfolio lifecycles.  Key responsibilities areas include, but not limited to:
• Drive consistent data quality within the Portfolio, Program, and Project domain using productivity and reporting tools (such as Teams, SharePoint, Excel, SQL Server, Power BI, etc.) to support effective data analysis.
• Create data quality metrics and dashboards for the delivery and project managers to self-monitor.
• Coordinate Power BI Dashboard reporting changes with the ET Analytics team.
• Where appropriate, coordinate and perform mass updates within Microsoft ePPM or other portfolio related tools on behalf of the portfolios.
• Monitor the adherence to the standard project intake process that includes clear scope definition, cost estimating, sponsorship approvals, and standardized set up of projects.
• Monitor and report on the project approval metrics at portfolio and program levels.
• Track budget availability levels using project actuals and forecasted spend.
• Measure and improve project team performance using KPIs and other compliance metrics.
• Lead and train the portfolios to be self-sufficient about their project data. Communicate and coach on any changes to process, tool, and enablers.
• Recognize and acknowledge those who maintain complete project data sets as defined by our cohesion processes.
• Perform periodic performance reviews and share early warning indicators of project failure
• Become intimately knowledgeable with the project initiations, budgets, in-flight status, and proper closure

Skills and attributes for success

To qualify for the role, you must have 

• 2-5 years of experience in data analysis or financial analysis within geographically dispersed teams
• End to end understanding of project management and software development life cycles
• Strong knowledge of Microsoft Data Analysis and Visualization Tools required: Excel, Power BI, SQL Server, etc.
• Understanding of end-to-end financial governance – plan, forecast, and actuals at the function, portfolio, and program/project levels
• Ability to work independently and collaboratively at all levels in a global virtual cross-cultural environment
• Ability to quickly gain in-depth knowledge of the organizational structure of the firm and relevant IT processes
• Experience with Project & Portfolio management tools (PPM, Project professional, ServiceNow, etc.) is a plus, but not required
• Flexibility to adjust to multiple demands, shifting priorities, ambiguity, and rapid change
• Strong reasoning and analytical skills

Certification Requirements:

• Microsoft Excel, Power BI, and/or SQL Server certifications preferred
• Familiarity with PMI Project/Program Management Principles, COBIT IT Governance Principles, ITIL v2 or 3, LEAN Six Sigma, etc. would be advantageous

What we look for

An individual who can analyse, monitor, and deeply understand project datasets to identify “red flags” or trends around data quality and process compliance, allowing early intervention to ensure project success. A problem solver who can interpret potentially ambiguous reporting requests and easily construct an accurate representation of the data to work towards a solution. A team player who can multitask several items at the same time while remaining organized.

What we offer
As part of this role, you’ll work in a highly integrated, globally diverse team with the opportunity and tools to grow, develop and drive your career forward. Here, you can combine global opportunity with flexible working. The EY benefits package goes above and beyond too, focusing on your physical, emotional, financial, and social well-being. Your recruiter can talk to you about the benefits available in your country. Here’s a snapshot of what we offer:

• Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
• Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
• Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
• Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.

EY | Building a better working world

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate.

Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.