London Metal Exchange
Portfolio Finance & Data Analyst
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Portfolio Finance & Data Analyst
Senior Portfolio Finance Manager
Shift Pattern & Location
Standard 40-hour week (UK) | UK-London
Corporate Grade & Worker Type
Grade: D – Assistant Vice President | Worker Type: Permanent
About the Role & Responsibilities
About the Role
The LME Group Portfolio Management Office (PMO) oversees governance of all group business and technology change delivery, including multi-year strategy, plans, and budgets. This role provides financial and analytical support for the portfolio (approx. $70m), ensuring accurate tracking, reporting, and insights to drive decision-making and resource allocation. You will bridge finance, data analysis, and portfolio management, delivering value across programmes and projects.
Key Responsibilities:
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Portfolio Finance & Reporting
- Lead and deliver the monthly portfolio forecasting and reporting cycle, ensuring accuracy, timeliness, and completeness.
- Produce clear, insightful variance analysis to support senior decision-making.
- Collate and analyse financial data to support annual budgeting, prioritisation, and planning.
- Assist the Financial Accounting team during month-end close, ensuring accurate accruals, journal postings, and cost allocations.
- Maintain adherence to financial controls, governance, and audit requirements.
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Data Analysis & Insight
- Act as a steward for portfolio financial and project data, ensuring a single source of truth.
- Champion data integrity, consistency, and standardisation across systems.
- Enhance dashboarding and reporting using:
- Power BI, Power Query, advanced Excel, SQL (desirable)
- Deliver actionable insights for portfolio prioritisation and performance management.
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Project & Portfolio Support
- Partner with Project Managers on financial planning, tracking, and forecasting.
- Provide guidance on accruals, capitalisation, and financial governance through project lifecycle.
- Support project initiation, including setup, funding drawdown, and cost tracking.
- Facilitate portfolio governance & reporting aligned with PMO frameworks.
- Conduct financial and execution health checks with programmes (in conjunction with PMO).
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Process & Tool Development
- Establish and improve repeatable portfolio financial management processes.
- Drive automation of manual processes using Power Automate, macros, VBA.
- Contribute to optimising PPM tools and financial data integration.
Requirements
Academic & Professional Qualifications
- Preferred but not essential:
- Part-qualified or fully qualified professional accounting certification (e.g., ACA, ACCA, CIMA or equivalent).
- Evidence of continued professional development in data, analytics, or reporting tools (e.g., Power BI certifications).
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Required Knowledge & Experience
- Core Accounting: Proficiency in accruals, prepayments, cost allocation, P&L, and forecasting.
- Portfolio/Project Management: 4–7+ years experience in financial analysis, forecasting, and reporting within change, technology, or projects.
- Data Tools: Advanced Excel, Power BI, Power Query (data modelling/transformation), and automated reporting.
Essential
- Strong accounting knowledge (portfolio/project or management accounting within change/technology).
- PPM tools: Experience with Clarity, Planview, Monday.com, Project Online.
- Analytical skills: Ability to interpret and present complex data clearly.
- Stakeholder management: Collaboration with Finance, PMO, and Delivery teams.
Desirable
- SQL or data querying experience.
- Automation tools: Power Automate, VBA, scripting.
- Capital vs. expense treatment knowledge in project accounting.
Personal Qualities
- Proactive and self-motivated, with adaptability to work under pressure.
- Detail-oriented with a quality-driven mindset.
- Curious, eager to learn, and collaborative.
- Strong analytical and problem-solving abilities.
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