How will your role impact First Command?
The Portfolio Financial Analyst plays a key role in supporting the financial management of the Portfolio, including budgeting, funding, and cost allocation processes. This position is responsible for monitoring and tracking Portfolio expenditures while partnering closely with Governance, the Enterprise Project Management Office (EPMO), and the CFO to ensure financial transparency, consistency, and scalability across the organization. Success in this role requires a solid understanding of accounting principles, cost management strategies, and financial analysis.
What will you do in this position?
- Support the development and maintenance of Portfolio budgets across various swim-lanes, ensuring alignment with strategic and operational goals.
- Manage and track funding allocations and actuals across the Portfolio, identifying and communicating variances as needed.
- Monitor and analyze Portfolio costs to ensure financial accuracy, control, and reporting integrity.
- Collaborate with Governance, EPMO, and Finance teams to standardize and streamline budgeting and allocation methodologies.
- Develop and maintain financial dashboards, reports, and forecasts to support decision-making and transparency.
- Ensure cost allocation models are consistent, scalable, and aligned with accounting principles and internal policies.
- Support financial planning cycles, including annual budgeting and periodic reforecasts.
- Assist in the development and implementation of financial controls and best practices within the Portfolio framework.
- Provide financial insights and recommendations to Portfolio leadership for optimizing investment and resource allocation.
- Reconcile project accounts and manage month-end and year-end closing activities related to projects. Assist the Accounting team with project-related journal entries.
- Ensure compliance with accounting standards, company policies, and contract requirements.
- Support audits and provide financial data as needed.
- Any other tasks and duties as agreed with Financial Services leadership.
What skills & qualifications do you need?
Education
- Bachelor’s degree in finance, Accounting, Business, or related field
Work Experience
- 6+ years of experience in financial analysis, budgeting, or portfolio management
Certifications
Required Knowledge, Skills and Abilities
- Strong understanding of cost allocation, budgeting, and forecasting processes.
- Proficiency in Excel and financial reporting tools (e.g., Power BI, Tableau, or similar).
- Strong analytical, problem-solving, and communication skills.
- Ability to work collaboratively across business units and with senior leadership.
- Able to thrive in a team environment and contribute to team objectives.
- Experience with financial processes including month-end close, budgeting & forecasting, management reporting, variance analysis and cost allocations (preferred)
- Experience with SAP Concur App (preferred)
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