Sr. Business/Portfolio Analyst

Our client is seeking an experienced Sr. Business/Portfolio Analyst to support a product-centric portfolio and drive strategic roadmap planning for annual and long-term capital and expense plans. This role will focus on portfolio forecasting, capacity planning, prioritization, financial planning, and executive-level reporting. The ideal candidate will have strong financial and analytical skills, expert-level Excel proficiency, and experience partnering with Finance, project, product, and technical teams to support portfolio planning and decision-making.

Location: Orlando, FL (Hybrid/Onsite)

Contract Duration: 12+ Months

Rate Range: $65-$80/hr on W2

Responsibilities:

Own project forecast planning for large-scale portfolios.

Partner with Finance to explain causes of forecast variances, support monthly and quarterly close procedures, and provide regular planning updates.

Consolidate, communicate, and resolve variances with project, product, and portfolio teams throughout the planning cycle.

Identify and escalate portfolio risks when necessary.

Gather, analyze, and maintain reports supporting capacity planning, forecast rationalization, and prioritization.

Support key financial planning activities, including Long-Term Plan, Annual Capital Plan, and Annual Operating Plan.

Ensure accurate and timely inputs within the Project Portfolio Management (PPM) system.

Develop executive-level reports and presentations to communicate portfolio performance, risks, and opportunities.

Build effective partnerships and collaborate with stakeholders and leads across departments.

Support strategic roadmap planning for annual and long-term capital and expense plans.

Required Qualifications:

Minimum of 5 years of related work experience.

Experience owning forecast planning for large-scale projects or portfolios.

Experience partnering with Finance on forecast variances, financial close activities, and planning updates.

Strong experience in capacity planning, prioritization, and portfolio reporting.

Experience supporting annual and long-term financial planning activities.

Expert-level proficiency in Microsoft Excel.

Experience working with Project Portfolio Management (PPM) systems preferred.

Strong business communication, writing, and interpersonal skills.

Ability to collaborate effectively with project, product, Finance, and technical teams.

Required Skills:

Portfolio and project forecast planning.

Financial planning and variance analysis.

Capacity planning and resource prioritization.

Portfolio reporting and executive presentations.

Microsoft Excel and data analysis.

Cross-functional stakeholder management.

Risk identification and escalation.

Strong communication, negotiation, and influencing skills.

Technical Skills:

Microsoft Excel: Expert-level proficiency.

PPM Software: Project Portfolio Management systems.

Project Management: Project planning, resource planning, issue management, and organizational change.

SDLC: Understanding of the software development lifecycle.

Preferred Qualifications:

Experience partnering with multiple creative and technical teams.

Experience working in a fast-paced, dynamic environment with shifting priorities.

Strong understanding of project management fundamentals.

Proactive and resourceful approach to issue resolution.

Excellent negotiation and influencing abilities.

Ability to balance competing priorities while maintaining a collaborative and positive approach.

If you meet the required qualifications and are interested in this role, please apply today.

The Solomon Page Distinction

Solomon Page offers a comprehensive benefit program for hourly employees. We pride ourselves on offering medical, dental, 401(k), direct deposit and commuter benefits to our employees, including freelancers - which sets us apart in the industries we serve.

About Solomon Page

Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long-term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook , and LinkedIn .

Opportunity Awaits.

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