Overview

Portfolio Finance & Benefits Analyst — Riverside

Contract Type: Permanent

Salary: £38,927.60 (£43,025.78 after 12 months successful performance in the role)

Working Hours: 35 hours per week, full time

Working Pattern: Monday to Friday, Hybrid

Location: Liverpool, Speke, Estuary Boulevard

Role

The Portfolio Finance & Benefits Analyst is responsible for providing financial analysis and tracking benefits realisation across the Business Transformation change portfolio. This dual focus role will record, monitor and support the realisation of benefits (value) derived from our change investments, whilst maintaining robust financial controls.

Responsibilities

• Support the development and execution of a comprehensive benefits management framework
• Support portfolio stakeholders with embedding the benefits management approach, ensuring this is well documented
• Work closely with Programmes and Business Design teams to identify, quantify, profile, monitor, track and report measurable benefits and cost savings associated with the transformations they are delivering
• Facilitate benefits workshops and support the development of benefits profiles for projects and programmes
• Maintain benefits in the project and portfolio management (PPM) system to ensure that actual benefits are captured and that forecast positions reflect the latest business case position
• Support the business design team with investment appraisals, ensuring benefits forecasts are realistic and consistent with the established framework
• Deliver timely and accurate analysis and reporting of finances and benefits to the senior leadership team, creating dashboards to track performance and trends and recommending opportunities for cost savings or enhanced value delivery
• Conduct post-implementation project reviews to assess benefits realisation against the business case
• Monitor portfolio financial performance, including actuals and forecasts, and provide detailed financial reports to relevant stakeholders, working closely with Finance Business Partners
• Act as a trusted advisor to portfolio teams, providing guidance on financial management and benefits-related matters
• Communicate effectively, verbally and in writing, data analysis and data quality issues in relation to the provision of finance and benefits services
• Work independently and in collaboration with the PMO team to contribute to overall team performance

Qualifications and Skills

Essential Knowledge, Skills and Experience

• Advanced analytical skills with the ability to interpret financial data
• Strong communication and interpersonal skills, with the ability to present complex information to non-technical audiences
• Proficient in financial and reporting tools
• Proven experience in financial analysis and benefits management
• Experience working in a collaborative environment with cross-functional teams managing multiple priorities
• Evidence of continual professional development, keeping up to date with best practice in benefits and finance management
• Experience using and optimising a project & portfolio management tool
• Personal management skills and ability to work as part of a team
• Ability to prioritise workload where resources/time are limited
• Excellent problem-solving skills
• Attention to detail

About Us

Riverside is one of the UK’s leading not-for-profit social housing and regeneration organisations, owning or managing around 75,000 homes. We are a leading provider of supported housing services, and have plans to build over 15,000 affordable homes over the next decade.

Our Values and Behaviours

Creating an Inclusive Environment

Working With Us

• Competitive pay & generous pension
• 28 days holidays plus bank holidays
• Flexible working options available
• Investment in your learning, personal development and technology
• A wide range of benefits

Diversity and Inclusion

We are inclusive. Riverside values diversity in all its forms. We foster a workplace where all individuals are respected, empowered, and heard. Riverside is a Disability Confident Employer and operates a Guaranteed Interview Scheme for applicants who declare a disability. If the applicant meets the minimum requirements, they will be guaranteed an interview. This role also falls under our Ethnic Diversity guaranteed interview scheme.

Applications may close before the deadline, so please apply early to be considered.

Role Profile

• Support the development and execution of a comprehensive benefits management framework
• Support portfolio stakeholders with embedding the benefits management approach, ensuring this is well documented
• Identify, quantify, profile, monitor, track and report measurable benefits and cost savings associated with the transformations being delivered
• Facilitate benefits workshops and support the development of benefits profiles for projects and programmes
• Maintain benefits in the PPM system to ensure actual benefits are captured and forecast positions reflect the latest business case
• Support investment appraisals, ensuring benefits forecasts are realistic and aligned with the framework
• Deliver timely and accurate analysis and reporting of finances and benefits to senior leadership, with dashboards to track performance and opportunities for cost savings
• Conduct post-implementation project reviews to assess benefits realisation
• Monitor portfolio financial performance, including actuals and forecasts, and provide detailed financial reports to stakeholders
• Act as a trusted advisor to portfolio teams on financial management and benefits
• Communicate data analysis and data quality issues related to finance and benefits
• Work with the PMO to contribute to overall team performance

Note

Role-specific information and other roles in the area may be listed elsewhere on Riverside’s site. This posting is not a guarantee of employment and is subject to change.