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CW Business Analyst; Enterprise Portfolio Analyst

Job in Plano, Collin County, Texas, 75023, USA
Listing for: Sonoma Consulting Inc
Full Time position
Listed on 2026-07-01
Job specializations:
  • Business
    Financial Analyst, Data Analyst, Business Intelligence
  • Finance & Banking
    Financial Analyst
Job Description & How to Apply Below
Position: CW Business Analyst (Enterprise Portfolio Analyst)

CW Business Analyst (Enterprise Portfolio Analyst)

New details and focus for requirements:

It will be a hybrid role of a Business Analyst (gathering PMO / reports requirements, documenting, create communications) and Portfolio Manager (understanding the full Portfolio process, understanding excel/budgets, creating PowerPoint slides).

Must understand the Enterprise Portfolio governance and PMO process

Must be highly proficient with Excel, Excel charting and reporting

Position Summary:

PMO is launching new portfolio / project reports and analyzing the performance of the portfolio, understanding trends and root causes. The PMO is designing countermeasures to address root issues and mitigate portfolio risk. The PMO BA will support these initiatives. This position requires strong Excel and PowerPoint and experience in presenting to high level executives. Some familiarity with an IT implementation is a plus;

although, IT technical skills are not required.

The ideal candidate will have "Kaizen" or operational improvement experience. Specifically, the candidate will have experience in identifying operational improvement opportunities through financial analysis and benchmarking operational metrics. Doing so requires "Strong analytical and quantitative skills" demonstrated on their resume.

The PMO BA will also be responsible for supporting:

The Consultant is expected to:

Requirements:

Mandatory

Skills:

Excel and Presentation (using PowerPoint Skills):

Excel Specific

Skills:

HIGHLY Advanced Excel skills for data analysis, report development, and management views with conclusions are required.

Any of the various Excel functions to get the results are acceptable. The analytical thinking to define how to answer the question is more important than knowledge of the Excel commands and syntax.

Education Level:

Bachelor's Degree

All your information will be kept confidential according to EEO guidelines.

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