Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

Check how this applies to your own job

Skills this job asks for

Say which you have and which you want to build. We use it to match you to jobs like this one.

About the job

Job Description:

Technology Business Services Consultant 5

Role Overview:

The contractor will support the Investment Planning team, with primary responsibility for portfolio analytics, data management, reporting, and investment tracking.

This is a handson, independent analytics role.

This candidate will own the analytics end to end and is expected to be the team’s goto expert on the underlying data.

The candidate must be experienced and selfsufficient in structuring analysis, working through complex data, resolving discrepancies, and explaining the details to senior team leadership.

Key Responsibilities:

Own recurring dashboard extracts, analytics, reporting, and data refresh timelines.

Perform detailed investment, budget, forecast, headcount, and dollar analysis.

Independently build and adapt analysis in Excel, including complex formulas, pivot tables, reconciliations, and data manipulation.

Analyze data to identify changes, trends, inconsistencies, and items requiring investigation.

Own data accuracy and reconcile information across multiple systems and sources.

Maintain investment, portfolio, OKR, and action trackers, incorporating detailed changes and assumptions from planning discussions.

Build reporting and analytics using Excel, Power BI, and internal planning tools.

Provide accurate analytical inputs for executive reporting and investment planning.

Run internal team discussions related to reporting and data updates and work with partners to resolve data questions.

Must-Haves:

7 plus years of relevant experience, including demonstrated ownership of analytics and reporting.

Strong experience with investment, budget and forecast analysis, including headcount and dollarbased data.

Expertlevel Excel analytics skills, including complex formulas, pivot tables, reconciliations, and working quickly with complex datasets.

Strong Power BI capabilities.

Experience in investment planning, portfolio management, financial analysis, and/or business case analysis.

Demonstrated ability to own analytics independently end to end, without relying on another analyst for direction or validation.

Ability to challenge data, identify inconsistencies, investigate discrepancies, and pivot analysis quickly as requirements change.

Highly analytical, structured, detailoriented, and comfortable working to tight timelines.

Preferred:

Experience supporting Technology investment planning or portfolio management.

Experience supporting seniormanagement reporting.

Experience navigating a large, complex organization and multiple stakeholders.

Jira experience is a plus.

Key Soft Skills:

Structured, analytical, and highly detailoriented.

Strong communicator and collaborative team player.

Comfortable working in a fastmoving environment with urgent priorities.

Proactive and able to operate with ambiguity.

Strong instinct for questioning and validating data.

Important for Candidate Sourcing:

This is a handson investment planning and analytics role, not a pure Finance/FP&A or general strategy/management consulting role.

The candidate must be a senior, selfsufficient analyst who has personally owned complex analytics and reporting.

Senior team leadership will sensecheck outputs but will rely on this candidate to understand, analyze, and explain the underlying data and details.

Note:

Hybrid – no minimum in office expectations but needs to be able to come into office.

Needs to be EST time zone– Charlotte or Delaware locations are preferred, to be able to come into office.

Pay Range: $70-$75/hr

The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.