CW Business Analyst (Enterprise Portfolio Analyst)

Posted 7 Days Ago
Plano, TX, USA
In-Office
Mid level
Information Technology • Professional Services • Consulting
The Role
Support PMO portfolio reporting and analysis: gather/report PMO requirements, analyze portfolio performance and root causes, design countermeasures, create executive-ready Excel reports and PowerPoint presentations, and support governance and budget analysis.
Summary Generated by Built In
Job Description

New details and focus for requirements:

It will be a hybrid role of a Business Analyst (gathering PMO / reports requirements, documenting, create communications) and Portfolio Manager (understanding the full Portfolio process, understanding excel/budgets, creating PowerPoint slides).

Must understand the Enterprise Portfolio governance and PMO process

Must be highly proficient with Excel, Excel charting and reporting

Description:

Position Summary:

PMO is launching new portfolio / project reports and analyzing the performance of the portfolio, understanding trends and root causes. The PMO is designing countermeasures to address root issues and mitigate portfolio risk. The PMO BA will support these initiatives. This position requires strong Excel and PowerPoint and experience in presenting to high level executives. Some familiarity with an IT implementation is a plus; although, IT technical skills are not required.

The ideal candidate will have “Kaizen” or operational improvement experience. Specifically, the candidate will have experience in identifying operational improvement opportunities through financial analysis and benchmarking operational metrics. Doing so requires "Strong analytical and quantitative skills" demonstrated on their resume.

The PMO BA will also be responsible for supporting:

The Consultant is expected to:

Requirements:

Mandatory Skills:

Excel and Presentation (using PowerPoint Skills):

Excel Specific Skills:

HIGHLY Advanced Excel skills for data analysis, report development, and management views with conclusions are required.

Any of the various Excel functions to get the results are acceptable. The analytical thinking to define how to answer the question is more important than knowledge of the Excel commands and syntax.

Education Level:

Bachelor's Degree

Additional Information

All your information will be kept confidential according to EEO guidelines.

Skills Required

  • Bachelor's Degree
  • Highly advanced Excel skills for data analysis, report development, and management reporting
  • Excel charting and reporting proficiency
  • PowerPoint skills and experience presenting to high-level executives
  • Understanding of Enterprise Portfolio governance and PMO process
  • Strong analytical and quantitative skills, including financial analysis and benchmarking
  • Experience gathering PMO/report requirements, documenting, and creating communications
  • Kaizen or operational improvement experience
  • Familiarity with IT implementation (a plus)
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The Company
80 Employees
Year Founded: 2011

What We Do

Sonoma Consulting Inc. is a national IT consulting and executive search firm founded in 2011 by Mark McGee. The company operates through two business divisions—IT Consulting Services and Executive Search—serving approximately 150 national clients that range from entrepreneurial start-ups to Global Fortune 500 companies. It specializes in harmonizing systems and application or infrastructure development projects.

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