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ST

Portfolio Reporting Analyst

Summit Tech Partners
  • Location not stated
  • 21 hours ago
  • Copilot Studio
  • Power BI

Not enough detail in this posting to match

Portfolio Reporting & Insights Analyst

CORE RESPONSIBILITIES

REPORTING&DASHBOARDS

  • Build Power Bl portfolio, risk, status, OKR, and owner-supplied value dashboard
  • Delliver executive and LPM reporting packs for the governance cadence
  • Maintain Power Bl dataset and dashboard quality, refresh, and distribution
DATA & REPORTING STANDARDS
  • Define portfolio reporting standards, metric definitions, and data requirements
  • Use Operations supplied source data and extracts to build reporting datasets
  • Report value measures supplied by business owners, who own value realization
  • Report adoption and usage. Monitor reporting completeness and timeliness
INSIGHTS & AUTOMATION
  • Produce trend, bottleneck, and readiness analyses from portfolio data
  • Automate recurring reporting, alerts, and distribution
  • Design, test, and improve CoPilot Studio reporting agents
KEY DELIVERABLES
  • Power BI dashboards
  • Executive reporting packs
  • Metric definition
  • Reporting standards
  • Insight analusis
  • Reporting automation and agents
REQUIRED CAPABILITIES
  • Power BI modeling, measures, and dashboard design
  • Dataset governance, refresh, and distribution
  • Portfolio metrics, OKR, and reporting frameworks
  • CoPilot Studio reporting agents and automation
  • Analytical storytelling for executives
SUCCESS MEASURES
  • Trusted single source of reporting
  • On-time executive insights
  • Governed datasets
  • Less manual reporting
  • Clear metric definitions

Portfolio Reporting Analyst · Summit Tech Partners

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