Finance Business / Portfolio Analyst

Houston, TX, US • Posted 1 hour ago • Updated 1 hour ago
Contract W2
75% Travel Required
On-site
$55 - $57/hr
Company Branding Image
Fitment

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Job Details

Skills

  • ROI
  • Budget
  • Finance
  • SQL Queries
  • Power Bi
  • Portfolio Analyst

Summary

Job Title: Finance Business / Portfolio Analyst
Location: Houston TX, Hybrid (4 days onsite, Fridays remote potential)
Duration: 3 Months (Possible Extension / Conversion full-time)
Interview: 1 Round Virtual Panel

Job Description:

The main function of a Finance Business/Portfolio Analyst is to maintain vendor relationships, acting as a business analyst for non-IT projects or filling organizational roles above an administrative level, but below a management level. Other responsibilities may include maintaining all project management processes, including project goals, deadlines, metrics and budget.

Job Responsibilities:
- Driving strategic alignment of investments with business goals
- Managing financial performance across portfolios (budget, forecast, ROI)
- Enabling governance and reporting through dashboards and executive insights
- Supporting prioritization and capital allocation decisions
- Mitigating risks and ensuring compliance
- Facilitating stakeholder alignment and communication
- Optimizing portfolio outcomes through data-driven insights and process improvements
- Review and approve contracts, cost proposals and contract supplements.
- Support long-term financial planning and capital allocation
- Assist leadership in prioritizing initiatives based on value, ROI, and risk
- Develop and maintain portfolio roadmaps and investment plans
- Develop budget forecasts, cost models, and financial projections
- Track actual spend vs. budget (O&M and Capital)
- Perform variance analysis and recommend corrective actions
- Establish and maintain portfolio dashboards and reporting standards
- Track KPIs, financial metrics, and delivery health
- Produce executive-level portfolio reports and summaries
- Approve project budgets and expenditures, monitor transaction controls and costs against budgets.
- Predict potential budget overruns and offer solutions.
- Consult with corporate offices, project managers, auditors, client and sub-consultant representatives regarding future proposals.
- Prepare sub-agreements and review and input sub-consultant invoices to ensure contact compliance.

Skills:
Verbal and written communication skills, attention to detail, customer service and interpersonal skills.
Strong ability to work independently and manage one's time.
Strong knowledge of business and management principles involved in strategic planning, resource allocation, and production methods.
Strong ability to apply accounting and mathematical principles to work as needed.
Strong ability to analyze business trends and project future revenues and expenses.
Previous experience with computer applications, such as Microsoft Word and Excel; Enterprise Application experience a plus.
- Portfolio management tools (e.g., ADO, SAP)
- Power BI
- SQL Queries

Education/Experience:
Bachelor's degree in business management, economics, finance, accounting or relevant field required.
8-10 years experience required. Additional years of experience preferred.
- Corporate finance experience is required.
- Certifications related to project management, reporting, and SQL queries are preferred.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: 10515154
  • Position Id: 2026-6502
  • Posted 1 hour ago

Company Info

About Aroha Technologies

Michael Arrington, founder and co-editor of Tech Crunch once famously said that ‘The best startups generally come from somebody needing to scratch an itch’.

 Quite true to the thought, Aroha Technologies Inc was launched in 2008 in Florida. While we began our journey with a powerful Staffing Specialist & Software Development, Today our procedure has amplified into a more robust and simplified solution for Marketers looking for consistent and long term.

In our quest to do better, we resolve to simplify user acquisition, retention, engagement and large Business without blinking an eyelid! A semi-remote team spread across the globe, we are here to help you one step at a time.

Unmatchable growing excellence When AROHA was formed, we interviewed many potential clients and business colleagues and asked what a single important question seemed: “If you could design a firm to meet your needs, what would it look like?” The answers to that question have guided our thinking and planning on an ongoing basis, and form the core of our thinking about how we treat our clients and our employees, whom we call associates.

At a most basic level, we have stated our mission in a promise to our clients and our associates: “Unmatchable growing excellence.” This alignment governs superior service to our customers and supports our associates who perform that work, which cannot be matched by our competitors.

In short, we believe that care of our associates, disciplined financial management, and constant attention to the fundamentals of good delivery adds up to a successful, scalable business.

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