Junior Finance Planning & Reporting Analyst

About the Role

The Junior Project & Financial Operations Analyst supports end-to-end project planning, budgeting, financial tracking, and reporting activities across the annual project lifecycle. The role works closely with Project Managers, Finance teams, vendors, and senior stakeholders to ensure accurate project plans, timely system updates, effective financial governance, and reliable reporting. This position provides strong exposure to enterprise project portfolio management, financial forecasting, and reporting tools such as ServiceNow, SPM, Excel, SQL, and Power BI.

Key Responsibilities

• Support annual and quarterly project planning with Project Managers, including setting up project plans for Q1–Q4 and the full year.
• Assist in collecting, structuring, and updating budget and forecast inputs, including resource, software, hardware, and vendor spend.
• Update and maintain project plans, progress, forecasts, and financial data in relevant systems such as SPM and ServiceNow.
• Support creation and maintenance of Financial Models (FM) for digital spend where required.
• Assist with monthly reconciliation of actuals versus forecasts, including shifting or dropping forecasted costs when actuals do not materialize.
• Support quarterly project performance reviews with Project Managers and help prepare required financial and performance inputs.
• Assist in procurement activities including Purchase Order (PO) tracking, vendor coordination, and resource allocation support.
• Prepare and maintain structured reports using Excel and Smartsheet and provide accurate data inputs for Power BI dashboards.
• Use SQL and/or Power BI to support reporting, analytics, and automation of recurring operational and financial reports.
• Ensure data accuracy, consistency, and compliance with financial governance processes across systems and reports.
• Support senior team members in stakeholder coordination and management reporting activities.

Required Skills & Qualifications

• Master’s degree in Business, Finance, Management, or Accounting (or a closely related discipline).
• Strong working knowledge of Microsoft Excel (formulas, pivot tables, data handling).
• SQL is mandatory (ability to extract, analyze, and validate data).
• Power BI is mandatory (ability to prepare dashboards, automate reports, and support decision-making).
• Basic understanding of project planning, budgeting, forecasting, and financial reconciliation concepts.
• Familiarity with enterprise tools such as ServiceNow, SPM, Smartsheet, or similar systems (training can be provided).
• Strong attention to detail, data accuracy, and ability to meet deadlines.
• Good communication and coordination skills for working with Project Managers, Finance teams, vendors, and stakeholders.
• Willingness to learn enterprise financial governance and project portfolio management processes.