Workforce & Portfolio Planning Analyst
Sign up free to see how well your resume matches this role.
What you'll do
- Support IT annual and quarterly planning activities, including budget development, forecasting, and resource planning.
- Prepare IT portfolio, financial, and workforce reporting for leadership reviews and governance meetings.
- Track portfolio financials and monitor budget performance against approved plans.
- Analyze resource capacity, staffing levels, and workforce demand to identify potential gaps and risks.
- Develop and maintain dashboards, metrics, and reporting tools that provide insights into portfolio health, spending, and resource utilization and escalate issues, risks, or variances as appropriate.
- Identify opportunities to streamline planning, reporting, and workforce management processes through automation and process improvement.
- Participates in special projects and performs other duties as assigned.
What they're looking for
- Minimum of two years related work experience.
- Undergraduate degree or equivalent combination of training and experience.
Nice to have
- One year of managing a project preferred.
- One year of Financial Services or function-specific experience preferred.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
In this role, the Workforce & Portfolio Planning Analyst partners with stakeholders to track IT portfolio investments, maintain budget forecasts, and support workforce planning efforts.
Key Responsibilities
- Support IT annual and quarterly planning activities, including budget development, forecasting, and resource planning.
- Prepare IT portfolio, financial, and workforce reporting for leadership reviews and governance meetings.
- Track portfolio financials and monitor budget performance against approved plans.
- Analyze resource capacity, staffing levels, and workforce demand to identify potential gaps and risks.
- Develop and maintain dashboards, metrics, and reporting tools that provide insights into portfolio health, spending, and resource utilization and escalate issues, risks, or variances as appropriate.
- Identify opportunities to streamline planning, reporting, and workforce management processes through automation and process improvement.
- Participates in special projects and performs other duties as assigned.
Qualifications
- Minimum of two years related work experience. One year of managing a project and one year of Financial Services or function-specific experience preferred.
- Undergraduate degree or equivalent combination of training and experience.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
Company
Company facts come from this company's own listings. We only show what the postings themselves carry.