Project & Portfolio Financial Governance
- Oversee
project creation, updates, and closure
within CA-PPM/Clarity. - Manage
CapEx/OpEx classification
and ensure compliance with accounting policies. - Facilitate submission, validation, and approval of
capitalization forms
. - Track financial performance (forecast vs. actuals, CapEx variance, etc.).
Resource Allocation & Time Management
- Collect and validate
monthly resource allocation data
from TPMs and Leads. - Ensure
alignment of allocations
across CA-PPM, Jira, and financial reporting systems. - Manage
monthly time booking process
, including automation of intake forms and reminders. - Adjust for
non-billable hours
(vacations, training, etc.) to ensure accurate time postings.
Reporting & Dashboarding
- Develop and maintain dashboards for:
-
Resource utilization & allocations
-
CapEx/OpEx variance
-
Project financials and prioritization
- Provide
executive-level summaries
and insights for leadership decision-making. - Drive adoption of standardized reporting frameworks (e.g., PRDT-level allocations, ProdFocus mapping).
Automation & Process Improvement
- Automate repetitive processes (e.g., allocation file generation, intake form follow-ups).
- Enhance efficiency in data collection, validation, and reporting cycles.
- Partner with Technology/PPM teams to align systems (CA-PPM/Clarity Jira).
Risk & Issue Management
- Identify risks in allocation, reporting, and governance processes.
- Provide timely escalations and mitigation plans (e.g., resource gaps, delayed sign-offs).
- Ensure transparency and accountability in financial project reporting.
Stakeholder Engagement & Support
- Act as the bridge between
Finance, TPMs, Accounting, and Technology teams
. - Support TPMs and business leads with allocation, reporting, and governance queries.
- Align with leadership on priorities, open issues, and process changes.
Your Key Responsibilities
-
Dashboard & Report Development
-
Design, build, and maintain interactive dashboards and reports in Power BI to support FPMO, Finance, and leadership.
-
Develop visualizations for project allocations, CapEx/OpEx variance, non-billable tracking, and monthly time booking.
-
Data Integration & Modeling
-
Connect, clean, and transform data from multiple systems (e.g., CA-PPM/Clarity, Jira, Excel intake forms).
-
Build robust data models that ensure accuracy and consistency across reporting.
-
Automation & Process Improvement
-
Develop automated solutions for recurring processes (e.g., intake form reminders, allocation file generation).
-
Reduce manual intervention by leveraging Power BI, DAX, Power Query, and related tools.
-
Collaboration & Stakeholder Management
-
Partner with TPMs, Finance, and business leads to gather requirements and refine reporting outputs.
-
Ensure alignment of dashboards with evolving business processes (e.g., PRDT-level allocations, ProdFocus mapping).
-
Provide training and guidance to users on dashboard interpretation and usage.
-
Governance & Risk Management
Your skills and experience that will help you excel
-
Proven experience as a
Power BI Developer
or similar role (3 5+ years). -
Strong proficiency in
Power BI, DAX, Power Query, and SQL
. -
Experience with
data modeling, ETL processes, and integrating multiple data sources
(Excel, Jira, Clarity, etc.). -
Understanding of
financial reporting, project governance, and resource allocation
is highly desirable. -
Excellent analytical, problem-solving, and communication skills.
-
Ability to work independently while collaborating effectively with cross-functional teams.