Participate in creating the Capital Portfolio; work with stakeholders to collect, build, and validate Long Range Plan, Annual Capital Budget, and quarterly forecast information
Perform evaluations and analysis of the active portfolio to ensure consistent alignment with business goals and budgets
Proactively identify financial trends, recommend adjustments, and signal potential issues as necessary to stay on budget
Coordinate with GPM to capture all resource allocations per project
Generate detailed project reports for stakeholders as needed, and ensure completeness, accuracy, and timeliness of data
Communicate regularly with Accounting and Finance departments in the tracking, reporting and analysis of budgets and forecasts
Develop and maintain the project approval process
Maintain and govern the list of Technology programs reflecting performance of projects within the portfolio
Process new work requests and ensure work is prioritized based on business need, budget, and resource availability
Perform monthly resource allocations from expense to capital
Perform monthly capital accruals
Assist the Fixed Assets team in the capitalization of assets and confirm all relevant details with project leads
Review the procurement of goods and services to ensure alignment with Disney policies and confirm they are within budget
Support ad-hoc and periodic special projects with a focus on speed, accuracy, and clarity

BS/BA in Business or related field
Strong organizational, interpersonal and communication skills
Strong analytical skills, including expertise in Microsoft Excel as well as other MS Office programs
Thorough understanding and experience with Portfolio Management and Project Accounting concepts and practices
Familiarity with corporate accounting software such as SAP, Coupa, Workday Adaptive Planning, and presentation software such as Google Workspace is a plus
Minimum 5+ years experience

A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.

Senior Portfolio Analyst

Key skills