Portfolio Business Analyst Job Richmond area,Virginia USA,Business

Everforth is seeking a Portfolio Business Analyst. This is a role created to take IT portfolio intelligence from compliance reporting to strategic decision support. This position operates at the intersection of business analysis, data analytics, and enterprise portfolio management, translating investment data, agency strategic plans, and Planview portfolio records into actionable insights for leadership and business partners.

This role functions within the Customer Experience and leverages information gathered through Strategic Partner engagement and IT Strategic Plan (ITSP) intake. Using that information, along with Planview, governance, and financial data, the Portfolio Business Analyst develops portfolio-level intelligence that supports strategic decision‑making. The role does not independently perform demand sensing; instead, it adds value through cross-org analysis, pattern recognition, trend identification, and decision‑ready insights.

The ideal candidate combines strong business analysis and data analytics capabilities with hands‑on Power BI expertise and a passion for using data to improve investment decisions. Experience leveraging AI‑assisted analytical tools to accelerate insight generation is highly desirable. This is a high‑visibility position with direct influence on how a $1B+ annual IT investment portfolio is managed, governed, and optimized.

Key Responsibilities Business Requirements and Acceptance Criteria

Engage stakeholders across the organization and with strategic partners to elicit, document, validate, and manage business requirements for analytical initiatives, Planview enhancements, and reporting solutions.
Translate business needs into clear requirements documentation, user stories, functional specifications, and acceptance criteria.
Facilitate workshops and working sessions with partnered IT directors, portfolio managers, budget analysts, and executive sponsors.
Develop and maintain requirements traceability to ensure alignment between business objectives, stakeholder expectations, and delivered solutions.

Portfolio Synthesis and Trend Intelligence

Synthesize Demand function outputs, Planview data, budget information, and portfolio performance metrics to identify trends, redundancies, risks, and optimization opportunities across the organization.
Produce cross‑division analyses highlighting shared technology needs, software consolidation opportunities, enterprise services potential, and reusable solutions.
Analyze project performance indicators, including schedule variance, cost variance, risk exposure, and milestone trends, to identify recurring issues and predictive indicators of project distress.
Develop forward‑looking views of technology demand, emerging priorities, investment gaps, and portfolio opportunities.

Reporting, Dashboards, and Data Visualization

Design, build, and maintain Power BI dashboards and reports that provide actionable portfolio intelligence to project managers, partner leaders, and executives.
Integrate data from Planview, ITSP submissions, financial systems, and other data sources to create comprehensive portfolio views.
Automate recurring reporting and data refresh processes to improve efficiency, timeliness, and data quality.
Continuously enhance dashboard functionality and usability based on stakeholder feedback,…