Sr. Analyst, Portfolio & Insights

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The Sr. Analyst, Portfolio Performance & Insights enables data-driven enterprise decision-making by tracking portfolio performance, analyzing benefits realization, and generating executive-ready insights across the organization's transformation portfolio. This role is the analytical engine of the Portfolio Governance & Orchestration team, responsible for monitoring initiative outcomes, validating value delivery, and surfacing performance trends that inform strategic prioritization and investment decisions.

Working closely with the Manager, the role synthesizes complex portfolio data into clear, concise insights for senior and executive leadership, highlighting trade-offs, risks, and value realization patterns. The Sr. Analyst, Portfolio Performance & Insights focuses on performance analysis, benefits tracking, and insight generation, partnering with the Portfolio Analyst who focuses on operational coordination (intake, roadmap, dependencies).

• Implement and maintain the enterprise benefits realization framework, including benefit definitions, measurement approaches, tracking protocols, and reporting cadence.
• Present, educate and support business and project teams to identify, plan for and transition project benefits in line with the Framework.
• Partner with delivery teams and strategy team to ensure benefit hypotheses and value measures are clearly defined, quantified, challenged and baselined for each major initiative at project inception.
• Track and validate benefits of delivery throughout initiative life cycles and post-implementation, comparing actual outcomes to business case projections.
• Work with the Manager and Finance to conduct financial analysis including ROI validation, cost-benefit tracking, and value realization variance analysis.
• Support the development of quarterly portfolio value realization reports, highlighting initiatives delivering/underdelivering benefits, realization trends, and providing root cause analysis and recommendations.
• Maintain inventory of benefits transitioned from initiatives into business‑as‑usual operations, supporting ongoing benefit ownership and realization tracking post-project close.
• Identify benefit realization patterns and best practices to improve future business case accuracy and value delivery.

• Engage Finance team to attain insight into budget, spent, and variance to inform portfolio-level insights.
• Liaise with Enterprise Risk Management to align portfolio reporting with the ERM framework, translating risks and emerging issues into decision-ready insights for leadership.
• Maintain accurate, up‑to‑date portfolio reporting covering initiative status, milestones, risks, dependencies, and delivery health.
• Track portfolio level performance trends and highlight emerging risks requiring leadership attention.
• Ensure data integrity, consistency, and timeliness across portfolio reporting artifacts.
• Generate insights and recommendations from portfolio data that inform prioritization, sequencing, and investment decisions.
• Translate complex portfolio data into clear, actionable insights that answer strategic questions for leadership.

• Synthesize portfolio data into clear, concise insights for senior and executive leadership, highlighting patterns, trade‑offs, risks, and performance…