Financial Reporting Business Analyst

Join a growing organization and contribute to high-impact financial initiatives in an environment designed for collaboration and flexibility. Work alongside senior leadership on strategic portfolio decisions while gaining visibility across enterprise-level operations. Primary Services is actively recruiting for a Financial Reporting Business Analyst to support a prestigious client in the utilities industry. This role is a great fit for an experienced finance professional who wants to influence portfolio strategy, investment planning, and financial performance across large-scale business initiatives. The Financial Reporting Business Analyst will play a critical role in forecasting, reporting, governance, and portfolio optimization while partnering with stakeholders across multiple business units. Responsibilities • Drive strategic alignment of portfolio investments with organizational business goals. • Manage portfolio financial performance, including budgeting, forecasting, ROI analysis, and capital allocation. • Develop and maintain portfolio roadmaps, investment plans, and financial models. • Track actual spend against operational and capital budgets and perform variance analysis. • Establish portfolio dashboards and executive reporting standards using Power BI and portfolio management tools. • Produce executive-level reports summarizing KPIs, delivery health, financial metrics, and portfolio performance. • Support prioritization of initiatives based on value, risk, and return on investment. • Review and approve contracts, cost proposals, and contract supplements. • Monitor project transaction controls and expenditures against approved budgets. • Identify potential budget overruns and recommend corrective actions. • Collaborate with project managers, auditors, consultants, and leadership regarding future financial proposals and planning activities. • Prepare sub-agreements and review consultant invoices to ensure contract compliance. • Facilitate stakeholder alignment through consistent communication and reporting. • Support continuous process improvement initiatives through data-driven portfolio analysis. Qualifications • Bachelor’s degree in Finance, Accounting, Economics, Business Management, or a related field required. • 8–10 years of professional experience in portfolio analysis, corporate finance, or financial planning required. • Corporate finance experience required. • Strong experience with budgeting, forecasting, financial modeling, and variance analysis. • Proficiency with Microsoft Excel, Word, and PowerPoint. • Experience with portfolio management tools such as SAP or ADO. • Experience building dashboards and reports using Power BI. • Ability to write and interpret SQL queries. • Knowledge of strategic planning, resource allocation, and financial governance practices. • Experience reviewing contracts, financial proposals, and compliance documentation. • Certifications related to project management, reporting, or SQL preferred. • Experience supporting executive-level reporting and portfolio governance initiatives preferred.