Portfolio Analyst
Summary
The Portfolio Analyst will manage financial reporting and performance tracking across multiple concurrent projects within a critical infrastructure environment. The role requires advanced Excel and Power BI skills to consolidate data and support regulatory compliance and decision-making.
Portfolio Analyst
Our client, a major organisation operating within critical infrastructure, is seeking a Portfolio Analyst with strong financial and reporting expertise to support a portfolio of multiple concurrent projects within a complex and evolving regulatory landscape.
About the role
This role sits at the intersection of financial analysis, reporting, and stakeholder engagement, supporting portfolio-level visibility across a large and varied project base within a critical infrastructure environment. You will work across multiple concurrent projects at once, drawing on multiple data sources to consolidate reporting and provide clear, accurate insights that support decision-making, including reporting related to periodic regulatory price or compliance review cycles.
Key responsibilities
- Analyse and report on portfolio performance across multiple concurrent projects
- Apply strong financial analysis skills to track spend, budgets, and performance across the portfolio
- Consolidate and reconcile data from multiple sources into consistent, high-quality reporting outputs
- Support tracking and reporting of spend related to periodic regulatory price or compliance review cycles
- Build and maintain Power BI dashboards to support portfolio reporting
- Manage detailed Excel-based analysis and reporting
- Engage confidently with a range of internal stakeholders to gather, validate, and present information
- Adapt to a complex and evolving regulatory and operational landscape
About you
- Strong financial acumen with demonstrated reporting expertise
- Proven ability to manage and prioritise across multiple projects simultaneously
- Demonstrated experience as a Portfolio Analyst or in a similar analytical or reporting role
- Strong Power BI skills and advanced Excel capability
- Experience working with multiple, disparate data sources
- Prior experience within critical infrastructure or a heavily regulated sector, ideally with exposure to regulatory price review processes
- Strong stakeholder engagement skills, with the ability to communicate clearly across technical and non-technical audiences
- A genuine cultural fit with the client's team and ways of working
If you feel you have the skills and experience required please HIT the APPLY BUTTON or email jason(AT)capstonerecruitment.com.au