HM Revenue & Customs
Portfolio Benefits Analyst
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Birmingham, Leeds, Liverpool, Manchester, Newcastle Upon Tyne - Benton Park View, Nottingham, Stratford
Job Summary
Discover what it’s like to work in a compliance role that makes an impact. Could you help us shape a stronger, fairer future? Your next career move starts here.
HMRC is the UK’s tax, payments, and customs authority, and we have a vital purpose: we collect the money that pays for public services and help families and individuals with targeted financial support.
How HMRC fulfils this role is changing through a large scale transformation programme. An element of this is the Compliance Transformation Portfolio delivering a bold and complex package of change designed to reshape how tax compliance outcomes are achieved across the organisation. Strategically aligned to HMRC’s wider objectives the portfolio encompasses a diverse range of initiatives from digitising case management and enhancing risk identification to modernising data infrastructure and onboarding new capabilities. With a roadmap that spans five years, the portfolio is focused on delivering tangible benefits, including improved yield collection, operational efficiency, and customer experience.
As part of the Transformation Portfolio Office (TPO) within Compliance Group (CCG) Transformation Directorate (TD), the benefits team assurance and provides insight on the benefits that CCG will realise from the Portfolio.
Job Description
The Portfolio Benefits Analyst is responsible for collating, analysing and presenting complex benefits management data for Compliance Transformation Portfolio programmes and projects. Working with key stakeholders across programme, project, and portfolio teams to ensure that data is accurate, comprehensive, up to date and accessible. Maintaining and developing data capture tools, reporting outputs and manage information resources. Ensuring that high quality regular and adhoc benefits reporting is produced to agreed standards and deadlines. Presenting data in meaningful ways for different audiences that highlights trends, potential risks and opportunities. Providing clear, evidence-based insights to support effective decision-making.
The role requires organisation, attention to detail and the ability to deliver agreed outcomes in a fast-paced environment where there are competing priorities and ambiguity.
Person Specification
Responsibilities
- Attention to detail, enabling you to identify, collate, and validate the accuracy of benefits data for the portfolio.
- Analysing complex data to Identify trends, risks and opportunities for benefits realisation across the portfolio.
- Delivering high quality regular and ad hoc benefits reporting to agreed deadlines.
- Tracking benefits realisation across the portfolio, throughout the project lifecycle and beyond.
- Coordinating the storage, use and access to data and information assets.
- Translating complex information to support engagement with a range of stakeholders at different levels of seniority and background.
- Organised and able to manage multiple competing priorities and challenging deadlines in an environment with a degree of ambiguity.
- Constructively challenging programme and project benefits management and measurement approaches in support of portfolio benefits assurance.
Essential Criteria
- Experience of analysing and interpreting complex data using numerical reasoning skills to identify trends, risks and opportunities that support informed decision-making.
- Experience of managing and assuring the accuracy, quality, and integrity of data, including performance, delivery, benefits, or financial information.
- Strong communication skills, with the ability to present complex data and insights clearly through written, verbal, and visual formats for diverse audiences.
- The ability to manage competing priorities and work to tight deadlines in an evolving and ambiguous environment.
- Experience of working collaboratively with a wide range of stakeholders across different teams and levels of seniority to resolve issues and deliver outcomes.
- Practical proficiency in Microsoft Products, including Excel, for data analysis, reporting and information management.
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Desirable Criteria
- Holding or being willing to work towards APMG Managing Benefits foundation qualification.
- Working in a Portfolio Office environment.
- A working knowledge of Power BI would be an advantage.
Office Closures
If your location preference is for the following site, it’s important to note this is not a long term site for HMRC and we will require you to move to a new building in the future, subject to our location strategy and the applicable employee policies at that time.
For more information on where you might be working, review this information on our locations (opens in a new window)
This Site Is
Benton Park View, Newcastle - moving to Pilgrims Quarter, Newcastle
You will be given more information about what this means at the job offer stage.
Leeds Location
Moves Adjustment Payment will be available for this role, provided the successful applicant is a current HMRC colleague in Bradford and meets the eligibility requirements outlined in the HMRC’s Moves Adjustment Payment guidance.
Further Location Information
Please ensure that you only apply for a location that you are willing and able to work from, as we will only make one offer of employment. Any additional notes included in a ‘Further Location Preferences (optional)’ field within the application form, will not be considered. Please be aware that you cannot change your location preference after submitting your application.
Alongside your salary of £45,544, HM Revenue and Customs contributes £13,194 towards you being a member of the Civil Service Defined Benefit Pension scheme. Find out what benefits a Civil Service Pension provides (opens in a new window).
HMRC operates both Flexible and Hybrid Working policies, allowing you to balance your work and personal commitments. We welcome applications from those who need to work a more flexible arrangement and will agree to requests where possible, considering our operational and customer service needs.
We offer a generous leave allowance, starting at 25 days and increasing by a day for every year of qualifying service up to a maximum of 30 days.
- Pension - We make contributions to our colleagues’ Alpha pension equal to at least 28.97% of their salary.
- Family friendly policies.
- Personal support.
- Coaching and development.
To find out more about HMRC benefits and find out what it’s really like to work for HMRC hear from our insiders or visit Thinking of joining the Civil Service
Artificial intelligence
Artificial intelligence can be a useful tool to support your application, however, all examples and statements provided must be truthful, factually accurate and taken directly from your own experience. Where plagiarism has been identified (presenting the ideas and experiences of others, or generated by artificial intelligence, as your own) applications may be withdrawn and internal candidates may be subject to disciplinary action. Please see our candidate guidance (opens in a new window) for more information on appropriate and inappropriate use.
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Selection process details
How To Apply
As part of the application process, you will be asked to provide the following:
- A name-blind CV including job history up to 4 previous roles, outlining skills and experience (150 words max, per role).
- A 750-word Personal Statement. Your Personal Statement should be used to describe how your skills and experience would be suitable for the advertised role, making reference to the Essential Criteria and Person Specification outlined in the advert.
Please evidence any Desirable Criteria where applicable (up to 250 words max). This is not essential for the role but may be considered by the vacancy holder where candidates have the same score at interview.
Prior to applications being sifted candidates will be asked to complete an additional IKM assessment. Candidates will be sent details of the assessment once the advert has closed. This assessment is a pass or fail, and only those who pass will be considered at the sift stage.
Further details around what this will entail are listed on the application form.
Sift
In the event of a large number of applications being received, an initial sift will be held on your Personal Statement only.
At full sift your Personal Statement and CV will be assessed, with the successful candidates being invited to interview.
We may also raise the score required at any stage of the process if we receive a high number of applications.
Interview
During the panel interview, you will be asked to prepare and present a 10-minute experienced based Presentation relating to the advertised role, further information will be provided regarding this if candidates pass the sift stage.
Interviews will take place via video link. Sift and interview dates to be confirmed.
Eligibility
Please take extra care to tick the correct boxes in the eligibility sections of your application form. Mistakes sometimes happen but if you contact us later than two working days (Monday-Friday) before the vacancy closes, we may not be able to reopen your application for you. If you do make a mistake with your eligibility form, or have withdrawn yourself in error and need your application reinstated whilst the campaign is still live, please contact us via: unitybusinessservicesrecruitmentresults@hmrc.gov.uk – Use the subject line to insert appropriate wording for example – ‘Please re-open my application – [insert vacancy ref] & vacancy closing date [insert date]’.
To check that you are eligible to apply for this role, please review the eligibility information before submitting your application.
The HMRC app can help you with your application
The HMRC app can provide you with your past 5 years' employment history, making the process of filling in your application quicker and easier.
If successful in your application, you will need your National Insurance number for the onboarding process.
Download the HMRC app now and save your National Insurance number to your digital phone wallet.
How to download the HMRC app and sign up for an account
Download the free HMRC app from the App Store or Google Play store.
If you have an HMRC online account already, sign straight in using your ID and password. If not, you can prove your identity by answering some questions or providing your photo ID.
You’ll then be able to access the app quickly and easily by signing in using a 6-digit PIN, your fingerprint, or facial recognition.
You can find guidance for technical issues on GOV.UK: Technical support with HMRC online services.
Reserve List
A reserve list may be held for up to 12 months from which further appointments may be made
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