Portfolio Systems Analyst (Power Platform & Reporting)

Atlas

$90K — $120K *
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Strong Power BI experience for dashboard development and reporting.
  • Experience managing budgets, forecasts, and variance analysis.
  • Knowledge of purchase order management and vendor spend tracking.
  • Excellent analytical and attention to detail skills.
  • Basic project or program management experience.
  • Advanced Excel skills with large datasets handling capabilities.
  • Strong communication and stakeholder management abilities.

Responsibilities

  • Develop and enhance Power BI dashboards for portfolio performance visibility.
  • Manage and track portfolio financials including budgets and forecasts.
  • Support purchase order creation and financial management activities.
  • Analyze portfolio data to provide insights for decision-making.
  • Assist with portfolio governance, status reporting, and KPI tracking.
  • Coordinate meetings, manage deliverables, and drive initiatives forward.
  • Collaborate with stakeholders to ensure alignment and execution.

Benefits

  • Access to advanced reporting tools and technologies.
  • Opportunity to work closely with senior portfolio leaders.
  • Collaborative work culture that encourages positive relationships.
  • Involvement in strategic decision-making and financial planning activities.
  • Networking opportunities across various business functions.
Full Job Description
Portfolio Systems Analyst (Power Platform & Reporting)

Position Overview

We are seeking a Portfolio Systems Analyst to support portfolio management, financial operations, reporting, and governance activities through the development and enhancement of Power Platform solutions. This individual will serve as a trusted partner to portfolio leaders by developing SharePoint sites, Power Apps, Power BI dashboards, and reporting solutions that improve portfolio visibility, operational efficiency, and decision-making.

The ideal candidate combines hands-on SharePoint Development and Microsoft Power Platform expertise with strong analytical skills and experience supporting portfolio operations, financial reporting, and governance. In addition to technical development, this role will provide light project coordination and partner closely with business stakeholders to continuously improve portfolio tools and processes.

Key Responsibilities
  • Design, develop, and maintain SharePoint sites, lists, workflows, and related solutions to support portfolio management and business operations.
  • Develop and enhance Power Apps to streamline portfolio, financial, and operational processes.
  • Build and maintain Power BI dashboards and reports that provide visibility into portfolio performance, financials, resource utilization, and project health.
  • Integrate SharePoint, Power Apps, Power BI, and Microsoft 365 tools to create scalable business solutions.
  • Support portfolio financial management, including budgets, forecasts, purchase orders, actuals, accruals, and variance reporting.
  • nalyze portfolio data and develop reporting solutions that provide actionable business insights.
  • Support portfolio governance through KPI reporting, status dashboards, action tracking, and executive reporting.
  • Coordinate meetings, track action items, and support portfolio planning and execution activities.
  • Partner with portfolio leaders, project managers, finance teams, vendors, and business stakeholders to identify process improvements and implement technical solutions.
  • Continuously improve reporting, automation, workflows, and portfolio management tools using Microsoft Power Platform technologies.

Required Qualifications
  • Hands-on SharePoint Development experience (required).
  • Hands-on Microsoft Power Apps Development experience (required).
  • Strong Power BI experience including dashboard development, DAX, reporting, data modeling, and visualization.
  • Experience integrating SharePoint, Power Apps, and Power BI solutions.
  • Experience supporting portfolio reporting, financial reporting, or operational reporting.
  • Experience managing budgets, forecasts, purchase orders, or financial reporting is preferred.
  • Strong analytical and problem-solving skills with excellent attention to detail.
  • Experience supporting project, program, or portfolio management activities.
  • dvanced Excel skills and experience working with large datasets.
  • Excellent communication and stakeholder management skills.
  • bility to work independently while collaborating across cross-functional teams.

Preferred Qualifications
  • Experience with Power Automate or Microsoft Power Platform automation.
  • Experience supporting portfolio management offices (PMO) or enterprise project organizations.
  • Familiarity with Planview, Jira, ServiceNow, or similar portfolio management tools.
  • Experience within pharmaceutical, biotechnology, healthcare, or other complex enterprise environments.

Success Factors
  • Develops scalable SharePoint and Power Platform solutions that improve portfolio operations and reporting.
  • Delivers accurate dashboards and reporting that enable data-driven decision making.
  • Serves as a trusted technical partner to portfolio leadership and business stakeholders.
  • Demonstrates strong ownership, collaboration, and continuous improvement mindset.
  • Successfully balances application development, reporting, financial support, and portfolio coordination responsibilities.

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