PMO Analyst - Finance & Portfolio Planning

Edinburgh, Midlothian
28000 - 35000
12 Jan 2019
Contract Type
Full Time

Are you an experienced PMO Analyst with significant involvement in Finance planning?

Would you like the opportunity to work in an exciting role with a reputable, forward thinking retail bank?

If the answer is yes then I am keen to have a conversation with you………..

We have an exciting opportunity for a talented and enthusiastic individual to join the Change Operations Team as a Finance & Portfolio Planning Analyst.

For this role you should have:

  • A Finance qualification - either a related degree, working towards an accounting qualification or at least three years experience working in a Finance role
  • Experience of working within a project-orientated function; experience of supporting Programme and Project Managers preferred but not necessary
  • Attention to detail
  • MS Office Suite - Excel, Word, PowerPoint to a proficient level
  • Excellent organisational ability and communication skills
  • Ability to adapt quickly, calmly and positively to changing priorities
  • Disciplined work approach including the ability to work to deadlines, whilst maintaining a high level of accuracy is essential
  • Financial Services industry experience preferred but not essential

Key responsibilities:

  • Review, validation and tracking of Impact Assessments/Work Orders
  • Setting up and maintaining the Finance processes with IT supplier (invoicing, true up meetings etc)
  • Documentation of requests and financial forecasts of Project information
  • Create/validate Finance Reporting for Forums
  • Month End Ledger Review for project costs and meetings to discuss with the Project managers/portfolio Leads
  • MI production and analysis to help the PM's
  • Supporting the PM's with Accruals and journals that are sent to Finance
  • Helping the project teams to understand the Financial aspects of the Impact assessments
  • Reporting Pack Preparation for Governance Meetings
  • Secretariat/pack preparation for Investment Committee
  • Management of the Investment Committee mailbox
  • Budget governance vs Actuals
  • Tracking of Approval References
  • Benefits Tracking - Financial
  • Support management of Tooling budget
  • Travel analysis and reporting
  • Resourcing - Demand Management and Resource Costing
  • Raise and track all Change IT Purchase Orders
  • Raise all Change Resourcing Purchase Orders
  • Resourcing month end process where invoices are checked against actuals and assigned to the correct cost centre in the Ledger

If this sounds like a role you would succeed in please do not hesitate to get in touch. You can contact me direct on or email me at