Portfolio Reporting & Analytics Analyst

Role Description

The Portfolio Reporting & Analytics Analyst – EPMO is responsible for developing, maintaining, and enhancing enterprise portfolio reporting, analytics, dashboards, and executive-level communications that support organizational decision-making. This role serves as a key contributor within the Enterprise Project Management Office (EPMO), providing visibility into portfolio performance, project health, strategic initiative progress, resource utilization, and organizational priorities.

The Portfolio Reporting & Analytics Analyst – EPMO partners closely with business stakeholders, project teams, program leadership, information technology, finance, and executive leadership to collect, validate, analyze, and present portfolio data. This role is responsible for developing and maintaining Smartsheet reports and dashboards, Power BI reporting solutions, portfolio KPIs, governance reporting, and executive-level report-outs used in weekly, monthly, quarterly, and annual business reviews.

This role combines analytical expertise, data visualization, portfolio management knowledge, and executive communication skills to transform project and portfolio data into actionable insights that support organizational strategy and operational excellence.

The base pay estimate for this role is $66,900-$113,700 annually. The final offer will depend on the skills, experience, and qualifications of the selected candidate. This range is for base pay only and does not include bonuses or other compensation. This position is eligible for an annual bonus. Bonuses are not guaranteed and are awarded based on company and individual performance.

Qualifications

• Bachelor's degree required; business analytics, information systems, data analytics, finance, business administration, or related field preferred.
• 3-7 years of experience in portfolio reporting, business intelligence, data analytics, PMO operations, or related disciplines.
• Demonstrated experience developing Power BI dashboards and executive reporting solutions required.
• Experience working within a Project Management Office (PMO), Enterprise PMO (EPMO), Portfolio Management, or Program Management environment preferred.
• Experience administering and reporting from the Smartsheet platform strongly preferred.
• Experience with portfolio management, project management, governance reporting, and KPI development preferred.
• Experience supporting executive leadership reporting and strategic decision-making preferred.
• Healthcare IT experience strongly preferred.
• Microsoft Power BI certification preferred but not required.
• PMP, CAPM, PMI-PBA, or related certification is a plus, but not required.
• Advanced knowledge of portfolio reporting, business intelligence, and data analytics principles.
• Advanced experience with Microsoft Power BI, including dashboard development, data modeling, Power Query, and DAX.
• Strong experience with Smartsheet reporting, dashboards, and portfolio management solutions.
• Strong analytical and problem-solving skills with the ability to identify trends and translate data into actionable insights.
• Ability to develop executive-level dashboards, scorecards, and visual presentations.
• Understanding of project, program, and portfolio management principles and methodologies.
• Knowledge of project management metrics, KPIs, governance reporting, and performance management frameworks.
• Strong written, verbal, presentation, and communication skills.
• Ability to present complex information in a concise and meaningful manner to executive leadership.
• Experience gathering reporting requirements and translating business needs into reporting solutions.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and deadlines simultaneously.
• Customer-focused mindset with a commitment to quality and continuous improvement.
• Advanced proficiency in Microsoft Excel, PowerPoint, and reporting tools.
• Ability to read, write, and speak English.

Requirements

• Occasional Standing
• Occasional Walking
• Frequent Sitting
• Frequent hand, finger movement
• Use office equipment (in office or remote)
• Communicate verbally and in writing

Benefits

• Eligible for an annual bonus based on company and individual performance.