The Technical and Financial Business Analyst is responsible for critically evaluating complex project and program management financial information across the technology program, providing insights and recommendations to the Technology Program Manager, Project Managers, and Financial Planning Partner.
The ideal candidate for this role is highly competent in data mining, data analysis, and quality assurance/quality control, and has a passion for working with numbers and building dashboards.
RESPONSIBILITIES Drive adoption of the financial and integration governance model and processes across all phases of the North America Portfolio.
Building and creating financially focused dashboard to depict spend trends and forecast throughout each period of the fiscal year.
Continuously improve how monthly financial forecasting and budget comparison is conducted, ensuring that guidelines are followed.
Derive key takeaways and action items from the forecast/budgeting exercise results.
Collaborate with portfolio leadership to identify areas where data is needed to better estimate current and future work (scope, resourcing, costs).
Develop plan/framework to collect and validate data.
Monitor and control reporting of high impact technology program risks, ensuring project owners have appropriate response plans in place.
Establish and manage data/financial reviews at appropriate points across the technology program, providing evaluations of program progress and key performance indicators.
Gather and review data and information from across the technology program to evidence that the information is valid and provides assurance that programs outcomes will be met.
Establish and maintain governance processes for the performance review of portfolios, defining clear roles, responsibilities, and accountabilities, including the inputs and outputs required to align with organizational practices.
Partner with leaders and SMEs across technology to identify and resolve data inaccuracies across the aggregated project portfolio.
Consolidate and document management information "report packs" with fundamental components of the technology program performance data such as budget, schedule, risks, opportunities, and issues.
Continuously learn and researches new techniques and methodologies to save time and improve quality.
Requirements 5+ years of experience in a Technical Business Analyst role, partially or wholly focused on project/program financials.
BS/BA degree or experience in a related field, or equivalent combination of education and experience.
Collaboration with a portfolio/program office.
Understanding of project management tools and methodologies.
Understanding of cost, forecasting, and budget/risk management.
Experience developing and maintaining management information reports as well as executive summary reports.
Ability to effectively collaborate and influence people and teams to gather information and remediate issues.
Experience performing data analysis and business process analysis.
Experience with Microsoft Office Suite, specifically Excel, Teams, and PowerPoint.
Experience with a project related tools such as Planview, MS Project, Smartsheet or advanced Excel.
Experience with data analytic tools such as Power BI and Tableau.
COMPETENCIES Risk and opportunity management Budget and financial management including cost-benefit analysis Technical discovery and due diligence Technical reporting Stakeholder engagement Consolidated planning Change management Benefits Hybrid (2 days working at Ultra park II Lagunilla, Heredia and 3 days WFH) Private Medical Insurance Asociacion Solidarista Life Insurance Personal Day Off