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Portfolio Analyst, PMO

Portfolio Analyst, PMO

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Summary

The Role
As a Portfolio Analyst, you will own the visibility, governance, and insight that keeps our Professional Services portfolio on track. You will manage portfolio-level reporting and dashboards, coordinate risk and issue management, and support disciplined financial tracking across a set of customer engagements.

In this role, you will work closely with Engagement Managers, Project Managers, Finance, and regional leadership to provide clear, timely, and actionable insights on delivery performance. You will also help embed consistent change management, quality review, and lessons-learned practices across the portfolio—shaping how we continuously improve our services over time.

This is a hands-on leadership role suited to someone who is highly analytical, comfortable with tools and data, and able to translate complex information into clear narratives and recommendations.

Job Description

Key Responsibilities

Portfolio Reporting & Dashboards

  • Design, maintain, and continuously improveportfolio-level dashboards and standard reports (e.g., financial health, delivery health, utilisation, backlog, risk profile) usingPower BI and/or ThoughtSpot.

  • Consolidate data fromSalesforce (PSA), project tools, and financial systems intosingle, trusted views for leadership.

  • Establish and manageregular reporting cadences (weekly, monthly, quarterly) to support operational reviews and executive updates.

  • Highlight trends, outliers, and portfolio themes; provideclear commentary and recommendations, not just data.

Risk & Issue Management

  • Own theportfolio-level view of risks and issues, ensuring consistent logging, categorisation, and impact assessment across projects.

  • Partner with Engagement and Project Managers to ensureRAID logs are current, complete, and aligned to portfolio reporting.

  • Driveescalation and follow-through on high-impact risks/issues, ensuring owners, actions, and timelines are clearly defined.

  • Producerisk/issue summaries and heatmaps for leadership, surfacing systemic patterns and structural improvement opportunities.

Financial Tracking

  • Supportforecasting and tracking of revenue, margin, backlog, and other commercial KPIs across the portfolio usingSalesforce PSA and standard PS metrics.

  • Performvariance analysis (plan vs. actual vs. forecast) and provide clear commentary on drivers and corrective actions.

  • Work with Finance and Delivery leaders toimprove forecast accuracy, align delivery assumptions, and identify early signs of commercial risk.

  • Ensure financial data is reconciled with project plans and portfolio dashboards, maintaining asingle source of truth.

Change Management Support

  • Applybasic change management practices to track the impact of key changes at the portfolio level (e.g., scope changes, timeline shifts, resourcing changes).

  • Maintain a simple, standardised approach fordocumenting, assessing, and communicating changes across affected projects.

  • Partner with Engagement and Project Managers to ensure that material changes arereflected in plans, forecasts, and portfolio reporting.

  • Support communication of major changes to internal stakeholders and, where needed, to customers via project leadership.

Quality Review Facilitation

  • Coordinate and supportquality and governance reviews (e.g., stage gates, health checks, internal delivery reviews) across priority engagements in the portfolio.

  • Ensure review inputs (status, risks, financials, outcomes, metrics) arecomplete, accurate, and consistent.

  • Track and follow up onactions from quality reviews, ensuring owners are accountable and timelines are met.

  • Contribute to the enhancement ofstandard review templates, checklists, and guidelines.

Lessons Learned & Continuous Improvement

  • Plan and facilitatelessons learned sessions in partnership with Engagement and Project Managers at key delivery milestones.

  • Captureroot causes, best practices, and improvement ideas in a structured, reusable format.

  • Maintain an organisedlessons learned repository in Confluence, making it easy for teams to find and apply prior insights.

  • Work with PS leadership and PMO to convert lessons into concrete improvements (e.g., updated templates, standards, tools, or training).

Stakeholder Collaboration & Team Leadership

  • Act as atrusted partner to Engagement Managers, Project Managers, Finance, Sales Operations, and regional leadership.

  • Provideclear, concise updates and briefings ahead of governance forums and executive reviews.

  • Coach and support more junior analysts or coordinators (where applicable), raising overall portfolio analytics capability.

  • Help drive adata-driven culture within Professional Services, promoting consistent use of tools, definitions, and metrics.

KPIs & Success Metrics

  • Portfolio Reporting Timeliness & Accuracy – On-time delivery of standard reports and dashboards with minimal errors.

  • Risk & Issue Visibility and Closure – Quality of portfolio risk/issue data; closure rate and timeliness of high-impact items.

  • Forecast Accuracy – Accuracy of revenue, margin, and backlog forecasts versus actuals at portfolio level.

  • Quality & Governance Compliance – Completion rate of planned reviews and follow-up actions.

  • Adoption of Standards & Tools – Consistent use of agreed templates, tools, and dashboards by delivery teams.

  • Stakeholder Satisfaction – Positive feedback from Engagement Managers, Project Managers, Finance, and PS leadership.

Key Skills & Experience

  • Experience (typically6+ years) inProfessional Services, PMO, Portfolio Management, Project Analytics, or similar roles in a technology or consulting environment.

  • Strong proficiency withPower BI and/or ThoughtSpot, including data modelling, dashboard design, and storytelling through visuals.

  • Hands-on experience withSalesforce (PSA module) for project structures, time entries, billing, revenue, and margin reporting.

  • Comfortable working withConfluence for documentation, governance artefacts, and lessons learned repositories.

  • Working knowledge ofMS Project and/or Monday.com for understanding and reconciling project plans, milestones, and resourcing.

  • Solid understanding ofproject and portfolio management fundamentals (scope, schedule, cost, risks, issues, dependencies).

  • Strongfinancial literacy, including revenue, margin, backlog, utilisation, and change-order concepts.

  • Excellentwritten and verbal communication skills, including the ability to prepare succinct executive summaries.

  • High attention to detail with the ability tovalidate data quality and challenge inconsistencies.

  • Collaborative working style; comfortable operating acrossglobal, cross-functional teams and time zones.

Preferred Skills & Experience

  • Experience inenterprise software, SaaS, or cloud transformation delivery environments; insurance or financial services industry background is a plus.

  • Prior experience in aPortfolio Analyst, PMO Lead, or similar role at a regional or multi-program scale.

  • Exposure to or certification inproject/portfolio methodologies (e.g., PMP, PRINCE2, PMI-PBA, PfMP, SAFe, Agile).

  • Advanced skills inExcel or other analytical tools to complement BI reporting.

  • Experiencecoaching or mentoring junior analysts or coordinators.

  • Familiarity withGuidewire products, GWCP, or similar enterprise platforms (optional, depending on region/portfolio).

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About Guidewire

Guidewire is the platform P&C insurers trust to engage, innovate, and grow efficiently. We combine digital, core, analytics, and AI to deliver our platform as a cloud service. More than 540+ insurers in 40 countries, from new ventures to the largest and most complex in the world, run on Guidewire.

As a partner to our customers, we continually evolve to enable their success. We are proud of our unparalleled implementation track record with 1600+ successful projects, supported by the largest R&D team and partner ecosystem in the industry. Our Marketplace provides hundreds of applications that accelerate integration, localization, and innovation.

For more information, please visit www.guidewire.com and follow us on Twitter: @Guidewire_PandC.

Guidewire Software, Inc. is proud to be an equal opportunity and affirmative action employer. We are committed to an inclusive workplace, and believe that a diversity of perspectives, abilities, and cultures is a key to our success. Qualified applicants will receive consideration without regard to race, color, ancestry, religion, sex, national origin, citizenship, marital status, age, sexual orientation, gender identity, gender expression, veteran status, or disability. All offers are contingent upon passing a criminal history and other background checks where it's applicable to the position.

by @maxrusakovic