Senior Portfolio Analyst

• Primary Purpose of Job

The Senior Portfolio Analyst will support the Project Management team by designing, developing, and maintaining advanced Power BI reporting solutions and data analytics capabilities. Operating at a senior level, this role leads the delivery of high-quality dashboards and insights across projects, programmes, and portfolios, while also supporting and guiding junior analysts within the team.

The role requires a strong Power BI background combined with a solid understanding of project and programme management data – including cost, schedule, utilisation, and risk – enabling the analyst to work confidently with project controls data and translate it into meaningful, decision-ready reporting for Project Managers and leadership.

Power BI Reporting & Analytics

• Design, develop, and maintain advanced Power BI dashboards and reports providing real-time visibility into project performance, cost, schedule, utilisation, and portfolio-level KPIs.
• Translate project and programme data into actionable insights for Project Managers and leadership, ensuring reports are intuitive, accurate, and aligned to stakeholder needs.
• Replace manual, Excel-heavy reporting with standardised, automated Power BI dashboards, driving consistency and reducing reporting effort across the team.
• Establish and maintain best practices for Power BI data modelling, report design, and governance, ensuring solutions are scalable and maintainable across multiple projects.
• Support and guide junior analysts in Power BI development, providing peer review and sharing knowledge to raise overall team capability.

Power Platform Development & Automation

• Design and develop Power Apps (Canvas and Model-Driven) to support project management use cases such as registers, logs, approvals, and trackers.
• Build and maintain Power Automate flows to automate routine reporting, notifications, and approval processes across the project delivery team.
• Manage integrations between SharePoint, Excel, Teams, Outlook, and Dataverse to ensure seamless data flow across tools.

Project Controls & Domain Enablement

• Work closely with Project Controls Specialists and Project Managers to understand project data structures – cost, schedule, earned value, and risk – and ensure Power BI solutions accurately reflect this data.
• Apply working knowledge of project controls concepts (cost reporting, schedule monitoring, utilisation tracking, and KPIs) to validate data, identify anomalies, and ensure reporting integrity.
• Support governance, data quality, and version control for Power BI and Power Platform solutions used across multiple projects and regions.
• Maintain documentation, user guides, and support materials for developed dashboards and applications.

Continuous Improvement & Innovation

• Identify opportunities to optimise project reporting workflows using Power BI and low-code/no-code solutions.
• Stay current with Microsoft Power Platform features, security, and best practices, ensuring solutions align with enterprise standards.
• Support adoption and training of end users (Project Managers, analysts, coordinators) on developed dashboards and tools.
• Contribute to regional reporting improvement initiatives and knowledge-sharing activities within the project delivery team.
• Required Skills & Experience

Technical Skills – Power BI & Power Platform

• Strong hands-on experience with:
• Power BI – advanced DAX, data modelling, Power Query (M), report design, and Power BI Service
• Power Apps (Canvas and Model-Driven)
• Power Automate
• SharePoint / Dataverse
• Experience integrating Power Platform with Microsoft 365 tools (Excel, Teams, Outlook, Azure data sources).
• Solid understanding of data modelling, relationships, and performance optimisation in Power BI.
• Ability to evaluate and optimise report performance, data refresh, and workspace management in Power BI Service.

Project & Programme Management Domain Knowledge

• Good working knowledge of project and programme management concepts, including:
• Cost management and forecasting (budgets, actuals, EAC/ETC)
• Schedule monitoring and progress tracking
• Utilisation and resource reporting
• Risk and change data
• Portfolio and programme-level KPIs
• Ability to quickly understand project controls data structures and work confidently with cost and schedule datasets to build accurate, meaningful reports.
• Experience working in engineering, infrastructure, or professional services project environments is highly desirable.

Professional Experience

• 5–10 years of experience in Power BI / Power Platform development, business analytics, or reporting roles.
• Experience supporting multiple projects or stakeholders in a matrix environment.
• Demonstrated ability to work at a senior level, providing guidance to junior team members and contributing to team capability.
• Preferred Qualifications
• Microsoft Power Platform certifications (PL-100, PL-200, PL-300, or equivalent).
• Experience in infrastructure, engineering, or professional services organisations.
• Exposure to governance, security, and environment management within Power Platform.
• Familiarity with project management tools and systems (e.g., Primavera P6, MS Project, or similar cost/schedule platforms) is an advantage.
• Key Competencies
• Strong analytical and problem-solving mindset, with the ability to work confidently with complex project and programme datasets.
• Ability to translate business and project data needs into practical, scalable Power BI solutions.
• Clear communication skills and the ability to work effectively with non-technical stakeholders including Project Managers and senior leadership.
• High attention to detail, documentation, and data accuracy across all reporting deliverables.
• Collaborative approach, with the ability to support and develop junior team members in a constructive manner.
• Adaptable and proactive, comfortable managing multiple reporting priorities in a fast-paced project environment.