Financial Investment Analyst

About the position We are seeking a Financial / Investment Analyst to support enterprise IT investment planning, portfolio analysis, and performance reporting in a complex, mission-driven environment. This role operates in a setting where technology funding, portfolio priorities, and operational results must be analyzed clearly and presented in a way that supports sound decision-making. This individual will help connect financial data, investment performance, and portfolio reporting to executive priorities and governance needs. The role is intended for someone who can work across program, budget, and operational stakeholders to improve visibility into cost, value, and strategic alignment.

Responsibilities

• Support budget, investment, and portfolio analysis across enterprise IT initiatives
• Develop reporting approaches that improve visibility into costs, performance, strategic value, and return on investment
• Build and maintain dashboards, reports, and data views that support executive decision-making and governance
• Support cost categorization and rollup reporting from project and funding levels to investment and portfolio levels
• Analyze financial and operational data to identify trends, risks, and opportunities for improved portfolio management
• Contribute to status reports, roadmaps, assessments, and recommendations involving investment performance and resource use
• Coordinate with program, governance, and strategy teams to align financial analysis with mission priorities and delivery realities
• Help improve reporting automation, data quality, and consistency across investment and performance tracking processes

Requirements

• Bachelor’s degree in finance, economics, business, accounting, public administration, or a related field, and 5+ years of relevant professional experience
• 5+ years of experience in IT investment analysis, budget analysis, financial reporting, portfolio analysis, or capital planning support
• 3+ years of experience supporting CPIC, federal financial management, investment reporting, or similarly structured enterprise portfolio processes

Nice-to-haves

• Master’s degree in finance, economics, business, public administration, or a related field
• 3+ years of experience developing dashboards, scorecards, or management reports for executive or governance audiences
• 3+ years of experience analyzing cost, performance, or portfolio data to support prioritization or decision-making
• 3+ years of experience using reporting and analytics tools such as Power BI, Excel, or equivalent business intelligence platforms
• 2+ years of experience supporting cost categorization, funding traceability, or rollup reporting across project, investment, or portfolio levels
• 2+ years of experience supporting monthly, quarterly, or annual reporting cycles tied to program or portfolio oversight
• 2+ years of experience working with structured data sets, reporting controls, and data validation practices
• FAC-P/PM, CGFM, or similar federal financial or program credential
• 2+ years of experience supporting CIO, PMO, or enterprise governance functions
• 2+ years of experience with automated reporting, data pipeline improvement, or reporting process optimization
• Experience supporting health IT, public sector modernization, or large enterprise shared services environments

Benefits

• We will consider for employment qualified applicants with arrest and conviction records.
• Reasonable Accommodations are available, including, but not limited to, for disabled veterans, individuals with disabilities, and individuals with sincerely held religious beliefs, in all phases of the application and employment process.
• Read more about workplace discrimination rights or our benefit offerings which are included in the Transparency in (Benefits) Coverage Act.