Support budget, investment, and portfolio analysis across enterprise IT initiatives
Develop reporting approaches that improve visibility into costs, performance, strategic value, and return on investment
Build and maintain dashboards, reports, and data views that support executive decision-making and governance
Support cost categorization and rollup reporting from project and funding levels to investment and portfolio levels
Analyze financial and operational data to identify trends, risks, and opportunities for improved portfolio management
Contribute to status reports, roadmaps, assessments, and recommendations involving investment performance and resource use
Coordinate with program, governance, and strategy teams to align financial analysis with mission priorities and delivery realities
Help improve reporting automation, data quality, and consistency across investment and performance tracking processes

Bachelor’s degree in finance, economics, business, accounting, public administration, or a related field, and 5+ years of relevant professional experience
5+ years of experience in IT investment analysis, budget analysis, financial reporting, portfolio analysis, or capital planning support
3+ years of experience supporting CPIC, federal financial management, investment reporting, or similarly structured enterprise portfolio processes
Master’s degree in finance, economics, business, public administration, or a related field (preferred)
3+ years of experience developing dashboards, scorecards, or management reports for executive or governance audiences (preferred)
3+ years of experience analyzing cost, performance, or portfolio data to support prioritization or decision-making (preferred)
3+ years of experience using reporting and analytics tools such as Power BI, Excel, or equivalent business intelligence platforms (preferred)
2+ years of experience supporting cost categorization, funding traceability, or rollup reporting across project, investment, or portfolio levels (preferred)
FAC-P/PM, CGFM, or similar federal financial or program credential (preferred)
2+ years of experience supporting CIO, PMO, or enterprise governance functions (preferred)
2+ years of experience with automated reporting, data pipeline improvement, or reporting process optimization (preferred)

Financial Investment Analyst

Key skills