IT Projects Financial Analyst – PMO, Costing, Budgeting & Portfolio Reporting

IT Projects Financial Analyst – PMO, Costing, Budgeting & Portfolio Reporting Toronto, ON - Hybrid (4 Days WFO) Role Descriptions: In this role, you will manage financial tracking and reporting for the Caribbean Banking Project Portfolio and support annual planning for Application Development/In Segment budgets. Responsibilities include overseeing project record onboarding, maintenance, and closure; ensuring financial data accuracy throughout the project lifecycle; monitoring portfolio performance against targets; maintaining project minutes, artifacts, and data; reviewing change requests and project capitalization assessments; responding to IT project audits; and preparing Investment Review Board information decks and executive dashboards. What will you do? • Monitor and review Application Development/In Segment portfolio performance, ensuring projects maintain budget adherence, accurate financials (actuals/forecast), and correct status tracking (open, closed, cancelled, or on hold). Flag inconsistencies and variances immediately. • Conduct monthly forecast analysis to identify financial variances and ensure delivery against plan. • Monitor resource allocations and alert stakeholders if resources are not fully allocated. • Provide required forecasts to the Personal Banking & Digital Technology team for the Caribbean Banking portfolio. • Facilitate review and preparation of Investment Review Board (IRB) agendas; document actions and minutes. • Present materials at the IRB and document minutes/actions. • Support IRB prioritization and planning sessions with information required. • Support project audits and assessments, leading the technology evaluation components. • Maintain accurate Application Development/In Segment spend/forecast/approved amounts in Planview book of records by preparing and uploading data extracts from IT system. • Prepare monthly portfolio dashboards (financials) and portfolio metrics. What do you need to succeed? Must-have: • Bachelors degree in Business Administration, Finance, Project Management, Computer Science, or related field; or equivalent professional experience • 3+ years experience in financial project portfolio management, project finance, or PMO coordination • Proven experience with financial tracking, budgeting, and variance analysis • Strong proficiency with Excel, financial reporting tools, and dashboarding platforms • Experience supporting executive-level reporting and Investment Review Board processes • Demonstrated knowledge of project management methodologies and PMO governance Nice-to-have: • Experience in banking or financial services • Familiarity with Agile project methodologies • Experience with enterprise project management tools