# Lead Business Analyst – Project Financial Management

## About the Role
This position leads financial governance for a portfolio of BI&T programs and projects. It is responsible for helping ensure that funding decisions reflect business priorities and that budgeting, forecasting, and investment activity are managed with strong control and visibility.

The role partners closely with BI&T and Finance leadership, along with PMOs, Procurement, Product Leaders, and Project Managers. It supports executive decision-making through financial analysis, scenario modeling, portfolio analytics, and recommendations on portfolio prioritization and funding allocation.

A significant part of the job is improving how project financial management is delivered. The role uses automation, analytics, and generative AI to streamline processes, strengthen forecasting and reporting, and reduce manual effort.

## Key Responsibilities
– Lead financial governance for the BI&T portfolio.
– Align portfolio investments and funding plans with strategic business priorities.
– Own annual planning, forecasting, investment tracking, and budget optimization.
– Recommend funding allocations, investment trade-offs, and portfolio priorities.
– Support executive decisions with financial insight, scenario modeling, and portfolio analytics.
– Establish and improve standards, controls, and operating procedures for portfolio financial management.
– Ensure compliance across project budgets, forecasts, capitalization, accruals, and financial reporting.
– Track financial performance across the portfolio and serve as an escalation point for budget or funding issues.
– Identify financial risks, develop mitigation plans, and manage escalations.
– Build executive dashboards, portfolio health metrics, KPI frameworks, and reporting structures.
– Prepare monthly and quarterly reviews for senior leadership.
– Analyze spend management, forecast accuracy, investment utilization, and value realization.
– Identify opportunities for cost optimization and stronger investment efficiency.
– Modernize financial management processes through automation, analytics, and AI.
– Apply generative AI to forecasting, reporting, variance analysis, and decision support.
– Evaluate emerging AI technologies and industry trends to recommend improved financial management practices.
– Partner with PMOs, Finance, Procurement, Product Leaders, and Project Managers across the enterprise.
– Influence stakeholders at multiple levels without direct authority.
– Facilitate governance forums, investment reviews, and executive presentations.
– Mentor Project Financial Analysts and PMO financial resources.
– Create training materials, governance documentation, and knowledge management resources.
– Promote financial accountability, continuous improvement, and data-driven decision-making.

## Required Skills
– Bachelor’s degree in Finance, Accounting, Business, Information Systems, or a related field.
– 7–9+ years of experience in project financial management, portfolio management, PMO, FP&A, or technology financial operations.
– Experience managing complex enterprise portfolios and multi-million-dollar technology investments.
– Experience working with senior business, technology, and finance leaders.
– Advanced knowledge of ERP platforms such as SAP, Oracle, Workday, or equivalent systems.
– Advanced experience with project portfolio management tools such as ServiceNow PPM, Planview, or MS Project Portfolio Management.
– Strong financial planning, forecasting, budgeting, capitalization, and variance analysis skills.
– Proficiency with Excel, Power BI, PowerPoint, and financial analytics tools.
– Experience using AI, automation, and data analytics to improve business outcomes.
– Strategic, enterprise-wide mindset.
– Executive presence and strong communication skills.
– Financial and business acumen.
– Ability to influence and align complex stakeholder groups.
– Strong analytical, problem-solving, and decision-making skills.
– Change leadership and continuous improvement mindset.
– Ability to lead initiatives with enterprise-wide impact.

## Cloud Platforms & Technologies
– **ERP Platforms:** SAP, Oracle, Workday, or equivalent
– **Project Portfolio Management:** ServiceNow PPM, Planview, MS Project Portfolio Management, or similar
– **Analytics & Reporting:** Excel, Power BI, PowerPoint, financial analytics tools
– **AI & Automation:** AI, Generative AI, automation, data analytics

## FinOps Responsibilities
– Lead portfolio planning, forecasting, investment tracking, and budget optimization.
– Manage governance across budgets, forecasts, capitalization, accruals, and financial reporting.
– Improve visibility into spend management, forecast accuracy, investment utilization, and value realization.
– Identify cost optimization and investment efficiency opportunities.
– Use scenario modeling and portfolio analytics to support funding decisions.
– Build KPI and reporting frameworks that improve portfolio transparency.
– Apply automation and generative AI to forecasting, reporting, variance analysis, and decision support.

## Benefits
– Competitive benefits, services, and programs.
– Support for balance and flexibility in the work environment.

## Useful Links
– Careers: careers.bms.com/working-with-us

## Why You Might Be Interested
This role offers ownership of financial governance for a BI&T portfolio and regular involvement with senior Finance and business leaders. It combines planning, forecasting, reporting, and portfolio analysis with opportunities to improve processes through automation and generative AI. The scope includes multi-million-dollar technology investments and the chance to build governance, KPI, and reporting frameworks. It may appeal to someone who wants enterprise visibility and broad cross-functional influence.