Job Title: Portfolio Finance & Benefits Analyst
Contract Type: Permanent
Salary: £38,927.60 (£43,025.78 is achieved 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
If you share our values and are excited about making a significant impact at Riverside, please ensure you attach a current CV and covering letter. At Riverside we recruit to potential not just on skills and experience, so we encourage you to apply even if you don't meet all the essential criteria on the job description.
The difference you will make as a Portfolio Finance & Benefits Analyst
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.
About you
We are looking for someone with
1. Advanced analytical skills with the ability to interpret financial data
2. Strong communication and interpersonal skills, with the ability to present complex information to non-technical audiences
3. Proficient in financial and reporting tools
Why Riverside?
At Riverside, we’re a housing association with a difference – enhancing the everyday for all our customers. For 90 years, we’ve been revitalising neighbourhoods and supporting communities by providing the homes they need to live full, fulfilling and rewarding lives.
We have a portfolio of over 75,000 affordable residential and retirement homes across the UK. Our work ranges from homelessness services to social care, employment support to retirement living, and we need the best people on board to help us.
Working with us, you’ll enjoy:
4. Competitive pay & generous pension
5. 28 days holidays plus bank holidays
6. Flexible working options available
7. Investment in your learning, personal development and technology
8. A wide range of benefits
Diversity and Inclusion at Riverside:
We are inclusive. At Riverside, we value diversity in all its forms. We foster a workplace where all individuals are respected, empowered, and heard. Our commitment to inclusivity drives our success and enriches the lives of our customers and colleagues.
Riverside is a Disability Confident Employer and operates a Guaranteed Interview Scheme for any applicant who declares they have a disability. If the applicant meets the minimum requirements for the role (as set out in the role profile and/or person specification) they will be guaranteed an interview.
This role also falls under our Ethnic Diversity guaranteed interview scheme. If you are Ethnically Diverse and demonstrate you meet the minimum criteria for the role you will be guaranteed and interview.
Applications may close before the deadline, so please apply early to be considered.
Role Profile
9. Support the development and execution of a comprehensive benefits management framework
10. Support portfolio stakeholders with embedding the benefits management approach, ensuring this is well documented
11. Work closely with the 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
12. Facilitate benefits workshops and support the development of benefits profiles for projects and programmes
13. Maintain benefits in the project and portfolio management (PPM) system to ensure that actual benefits are captured and recorded and that forecast positions reflect the latest business case position
14. Support the business design team with investment appraisals, ensuring benefits forecasts are realistic and consistent with established framework
15. Deliver timely and accurate analysis and reporting of finances and benefits to senior leadership team, creating dashboards to track performance, trends and recommending opportunities for cost savings or enhanced value delivery
16. Conduct post-implementation project reviews to assess benefits realisation against the business case
17. Monitor portfolio financial performance, including actuals, forecasts and provide detailed financial reports to relevant stakeholders, working closely with Finance Business Partners
18. Act as a trusted advisor to portfolio teams, providing guidance on financial management and benefits related matters.
19. Communicate effectively, both verbally and in writing, data analysis and data quality issues in relation to the provision of finance and benefits services.
20. Work independently and in collaboration with the PMO team to contribute to overall team performance.
Person specification
Knowledge, Skills and Experience
Essential
21. Advanced analytical skills with the ability to interpret financial data
22. Strong communication and interpersonal skills, with the ability to present complex information to non-technical audiences
23. Proficient in financial and reporting tools
24. Proven experience in financial analysis and benefits management
25. Experience working in a collaborative environment with cross-functional teams managing multiple priorities
26. Evidence of continual professional development, keeping up to date with best practice in benefits and finance management
27. Experience using and optimising a project & portfolio management tool
28. Personal management skills and able to work as a team
29. Ability to prioritise workload where resource / time is limited
30. Excellent problem-solving skills
31. Accurate with attention to detail