Job
Description
JOB PURPOSE The Portfolio Manager - Financial Control will be responsible for establishing, monitoring, and analyzing key performance indicators (KPIs) and metrics to assess and report on the financial performance of projects. The role involves ensuring that projects remain financially viable and aligned with the companys strategic goals, and supporting informed decision-making through comprehensive reporting and analysis PRINCIPAL ACCOUNTABILITIES 1. Business Case Evaluation & Approval Analyse business cases for new projects & initiatives, ensuring alignment with strategic objectives Assess financial feasibility of proposed projects and prepare comprehensive financial reports to support decision-making process Identify & quantify risks associated with investment and conduct sensitivity analysis to understand impact of various scenarios on project outcomes 2. Financial Analysis & Modelling: Develop & maintain financial models to evaluate project investments, including cash flow projections, return of investment (ROI), net present value (NPV), and internal rate of return (IRR). Establish robust systems and processes for tracking project costs throughout the project lifecycle Collaborate with project managers and stakeholders to understand project financial requirements and constraints. Conduct regular reviews of project cost structures and recommend adjustments as needed to align with project objectives. 3. Return on Investment (ROI) Analysis Conduct ROI Analysis of projects to assess their financial viability and potential returns Evaluate project benefits against costs to determine overall project value Identify factors impacting ROI and provide recommendations for maximising returns Track and report on Project Performance Metrics related to ROI 4. Performance Monitoring and Reporting: Establish key performance indicators (KPIs) and metrics to evaluate project financial performance (Eg: Payback period, NPV, IRR, Accrued/realised return etc) Monitor project progress against financial targets and milestones, identifying areas of concern and opportunities for improvement. Prepare regular performance reports and dashboards for project stakeholders, highlighting financial achievements and challenges. Present financial updates and insights to project teams and senior management, facilitating informed decision-making. 5. Stakeholder Engagement: Collaborate with cross-functional teams, including project managers, finance, accounting, and executive leadership, to ensure alignment on financial objectives and strategies. Communicate effectively with internal and external stakeholders to provide transparency and accountability regarding project finances. Serve as a trusted advisor to project managers and team members, offering guidance and support on financial matters. MAJOR CHALLENGES Stakeholder expectations & alignment - Internal Business validation for Revenue and returns Visibility in P&L statement Establishing & Creating various methods for calculating returns in projects Candidate should be a good cultural fit - maturity and patience to deal with diverse stakeholders, carry people along and balance various priorities Scale & Complexity of Operations: Must have the experience or ability to appreciate the scale and complexity Educational Qualifications a) Qualifications Minimum Qualification: Bachelors degree / B.Com / MBA in Finance, Accounting, Business Administration, or a related field; a Masters degree or professional certification is preferred 8-10 years of experience in financial project management, preferably within a project management office a) Work Experience Proven experience in financial analysis, project management, or a similar role, with a strong understanding of project finance and performance metrics. Proficiency in financial modeling, data analysis, and reporting tools (e.g., Excel, Power BI, Tableau) and Project management tool such as Jira. Excellent analytical, problem-solving, and decision-making skills, with the ability to interpret complex financial data and provide clear, concise insights. Strong communication and presentation skills, with the ability to articulate financial concepts to non-financial stakeholders. Detail-oriented with an aptitude for planning and organization to manage multiple projects and deadlines effectively. A collaborative team player with the ability to work independently and take initiative in a dynamic business environment. Knowledge of financial regulations, accounting standards, and best practices in project finance management. Financial Software Proficiency: Familiarity with financial management systems, ERP software, and advanced Excel functions; knowledge of BI tools like Power BI or Tableau is advantageous TECHNICAL COMPETENCIES Financial Analysis - Proficiency in evaluating financial statements, calculating ratios, and understanding financial implications of business decisions Data analysis - Skilled in using data analysis tools and creating reports and dashboards that succinctly summarize financial performance Budgeting and Forecasting - developing budgets, forecasts, and financial models to predict project performance outcomes Financial Software Proficiency - with financial management systems, ERP software, and advanced Excel functions; knowledge of BI tools like Power BI or Tableau BEHAVIORAL COMPETENCIES Strategic thinking - ability to think critically, anticipate future trends, challenges, proactively identify opportunities Collaboration - Collaborate effectively with diverse stakeholders Analytical & Problem Solving - to make data driven decisions, to identify root causes and generate innovative solution
