Financial Business Portfolio Analyst

Job#: 3034415

Job Description:
Financial Business Portfolio Analyst

Key Role Details

Location: Houston, TX, 77002 (CenterPoint Tower)

Initial Term: 3 months with extension potential

Conversion: Possible based on ownership, performance, and impact

No AVs they want them to be able to convert

Experience Level: 8-10 years
4 days onsite

Role Overview

The Financial Business Portfolio Analyst supports a fast-paced Data & AI organization by managing and analyzing financials across a broad portfolio of initiatives. This is a finance-focused role (not project management) with strong potential for extension and conversion based on performance.

Key Role Details

Location: Houston, TX (CenterPoint Tower)

Initial Term: 3 months with extension potential

Conversion: Possible based on ownership, performance, and impact

No AVs they want them to be able to convert

Experience Level: 8-10 years

Core Responsibilities

This role is about understanding and managing financial health, not running projects.

Manage portfolio-level budgets, forecasts, and actuals across multiple initiatives

Track run rate and identify over/under spend trends

Assess financial impact of new or unplanned work

Support ROI analysis and investment decision-making

Update forecasts and explain variances

Prepare and communicate financial insights to Managers, Directors, and VPs

Must Have Skills & Experience

Strong corporate finance background (portfolio-level preferred)

SAP experience required

Running transactions

Understanding cost centers, cost objects, and cost elements

Financial reporting (consumption/reporting layer, not configuration)

~30-40% of time will be spent in SAP

Advanced Excel skills

Power BI experience required (ability to review and adjust existing reports)

Tableau is not an acceptable substitute

SQL experience required for data validation and troubleshooting

Exposure to cloud-based data environments (Google Cloud Platform preferred)

Nice to Have

Energy or utilities industry experience (not required)

Experience supporting large, fast-growing organizations

Soft Skills & Ideal Profile

Strong ownership and accountability mindset

Comfortable working independently and leading financial workstreams

Clear communicator with executive-level presence

Collaborative team player able to work across functions

Thrives in a fast-paced, dynamic environment

Hiring Notes

This is a high-impact role for a candidate who can quickly take ownership of portfolio financials and operate as a trusted finance partner. Candidates who show initiative, strong SAP and Power BI skills, and confidence presenting to leadership will be prioritized.

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or .

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Everforth Apex uses a virtual recruiter as part of the application process. Click for more details.

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.