IT Financial Portfolio Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

Tailored Management · 2 hours ago

IT Financial Portfolio Analyst

Tailored Management is seeking an IT Financial Portfolio Analyst to support their PO&T IT organization. The role focuses on managing monthly financial operations, forecasting activities, and portfolio reporting to ensure financial accuracy and timely delivery of insights to stakeholders.

ConsultingHuman ResourcesInformation Technology
Hiring Manager
Anjaneyulu Kukkala
linkedin

Responsibilities

Execute monthly financial close activities, including accrual preparation and reconciliation
Support forecasting and variance analysis for IT portfolio spend
Track and validate project and run spend across IT initiatives
Identify, analyze, and document variance drivers
Ensure financial data accuracy and timely issue resolution
Partner with the IT Portfolio Manager to support portfolio operations
Collaborate with Project Managers and run owners to gather updates and validate forecasts
Prepare monthly portfolio financial reports and summaries for leadership
Support continuous improvement of financial and portfolio management processes

Qualification

IT financial analysisMonthly close & forecastingAccrualsReconciliationVariance analysisAdvanced ExcelHyperionFinancial planning toolsPower BIAnalytical skillsStakeholder managementCommunication skillsDetail-oriented

Required

Bachelor's degree (Finance, Accounting, Business Administration, IT Finance, or related field)
7–9 years of experience in IT financial analysis, portfolio finance, or technology finance
Strong experience with: Monthly close & forecasting
Accruals and reconciliation
Variance analysis
Advanced Excel
Experience working within an IT organization supporting projects and operations

Preferred

Experience with Hyperion (strongly preferred; training possible with similar tools)
Exposure to financial planning or reconciliation tools (ERP, planning systems)
Power BI experience for trend analysis and reporting (dashboard building is a plus, not required)
Experience supporting portfolio or project financial management

Benefits

Weekly pay
Medical
Dental
Vision coverage

Company

Tailored Management

twittertwittertwitter
company-logo
Tailored Management is a staffing and recruiting company that offers information technology staffing and recruitment services.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Jeff Anderson
Managing Partner & Client Relations Executive
linkedin
leader-logo
Savannah Deskins
Manager, Administration & Office of the CEO
linkedin
Company data provided by crunchbase