IT Projects Financial Analyst – PMO, Costing, Budgeting & Portfolio Reporting

Toronto, ON - Hybrid (4 Days WFO)

Role Descriptions:

In this role, you will manage financial tracking and reporting for the Caribbean Banking Project Portfolio and support annual planning for Application Development/In Segment budgets.

Responsibilities include overseeing project record onboarding, maintenance, and closure; ensuring financial data accuracy throughout the project lifecycle; monitoring portfolio performance against targets; maintaining project minutes, artifacts, and data; reviewing change requests and project capitalization assessments; responding to IT project audits; and preparing Investment Review Board information decks and executive dashboards.

What will you do?

- Monitor and review Application Development/In Segment portfolio performance, ensuring projects maintain budget adherence, accurate financials (actuals/forecast), and correct status tracking (open, closed, cancelled, or on hold). Flag inconsistencies and variances immediately.
- Conduct monthly forecast analysis to identify financial variances and ensure delivery against plan.
- Monitor resource allocations and alert stakeholders if resources are not fully allocated.
- Provide required forecasts to the Personal Banking & Digital Technology team for the Caribbean Banking portfolio.




- Facilitate review and preparation of Investment Review Board (IRB) agendas; document actions and minutes.
- Present materials at the IRB and document minutes/actions.
- Support IRB prioritization and planning sessions with information required.
- Support project audits and assessments, leading the technology evaluation components.
- Maintain accurate Application Development/In Segment spend/forecast/approved amounts in Planview book of records by preparing and uploading data extracts from IT system.
- Prepare monthly portfolio dashboards (financials) and portfolio metrics.

What do you need to succeed?

Must-have:

- Bachelors degree in Business Administration, Finance, Project Management, Computer Science, or related field; or equivalent qualified experience
- 3+ years experience in financial project portfolio management, project finance, or PMO coordination
- Proven experience with financial tracking, budgeting, and variance analysis
- Strong proficiency with Excel, financial reporting tools, and dashboarding platforms
- Experience supporting executive-level reporting and Investment Review Board processes
- Demonstrated knowledge of project management methodologies and PMO governance

Nice-to-have:

- Experience in banking or financial services
- Familiarity with Agile project methodologies
- Experience with enterprise project management tools

📌 IT Projects Financial Analyst – PMO, Costing, Budgeting & Portfolio Reporting (Toronto)
🏢 Astra North Infoteck
📍 Toronto