Do you enjoy turning complex financial data into meaningful insights that support business decisions?
Are you experienced in forecasting, budgeting and financial modelling within a project, change or programme environment?
As a PMO Finance Analyst, you will provide financial oversight and analytical support across a portfolio of programmes and projects, helping to drive informed decision-making through robust financial management and reporting.
You will own and maintain the portfolio financial and resource planning model, supporting forecasting, budgeting, capacity planning and investment governance. Working closely with Technology, Change and Finance teams, you will provide clear and accurate financial insight, identify risks and opportunities, and help maximise the value delivered through change initiatives.
This is a highly visible role that combines financial analysis, stakeholder engagement and business partnering, supporting strategic investment decisions across the organisation.
-
Own and maintain the portfolio financial and resource planning model.
- Manage programme and project budgets, forecasts and resource plans.
- Monitor financial performance against approved budgets and forecasts.
- Analyse variances, identify cost drivers and provide recommendations to stakeholders.
- Support annual planning, reforecasting and investment planning activities.
- Continuously improve financial modelling, reporting processes and data quality.
- Produce accurate financial reporting, dashboards and management information for senior stakeholders.
- Deliver forecasting, scenario planning and sensitivity analysis.
- Challenge assumptions underpinning forecasts, plans and business cases.
- Provide financial insight and recommendations that support effective decision-making.
- Prepare materials for governance forums including Change Committees, investment reviews and finance meetings.
- Maintain integrated resource and capacity plans across programmes and projects.
- Support delivery teams in understanding resource demand and future capacity requirements.
- Ensure capacity plans remain aligned to strategic priorities and funding constraints.
- Partner closely with Finance, Technology and Change teams.
- Support the development and review of business cases and investment proposals.
- Assist with useful economic life assessments and return on investment reviews.
- Support capitalisation assessments and ensure compliance with internal accounting policies.
- Provide commercial and financial challenge to improve investment outcomes.
- Manage supplier invoicing processes and financial administration activities.
- Validate and track project and programme costs.
- Ensure accurate financial records are maintained.
- Act as a key liaison for supplier financial queries.
- Support month-end activities, including timesheet and supplier cost management.
- Identify financial risks, pressures and opportunities across the portfolio.
- Proactively recommend mitigations and efficiency improvements.
- Drive automation and continuous improvement initiatives within financial reporting and planning processes.
- Support the ongoing maturity of portfolio financial management practices.
-
Strong financial analysis and modelling capability.
- Advanced Microsoft Excel skills, including complex formulas, scenario modelling, Power Query and large data sets.
- Experience managing programme, project or portfolio budgets.
- Proven experience developing and maintaining integrated financial and resource models.
- Strong understanding of budgeting, forecasting and cost control methodologies.
- Excellent analytical and problem-solving skills.
- Ability to communicate complex financial information clearly to non-financial stakeholders.
- Strong stakeholder management and influencing skills.
- High levels of attention to detail and accuracy.
- AAT qualified or equivalent financial qualification.
- Experience working within financial services or another regulated industry.
- Understanding of IAS 38 Intangible Assets and software development capitalisation.
- Experience supporting technology, change or transformation portfolios.
- Knowledge of portfolio management and project governance frameworks.
- Understanding of software development economics and resource planning.
- Experience building financial dashboards and reporting solutions.
We're looking for someone who combines strong financial discipline with commercial awareness and a proactive approach to problem solving.
The successful candidate will:
- Be highly analytical and detail-oriented.
- Enjoy working with complex data and identifying meaningful insights.
- Be comfortable operating in a fast-paced and evolving environment.
- Communicate confidently with stakeholders at all levels.
- Have a collaborative and business-partnering mindset.
- Be able to challenge assumptions constructively and professionally.
- Take ownership of work and follow through on commitments.
- Continuously seek opportunities to improve processes, controls and reporting.
- Demonstrate strong organisational and planning skills.
Benchmark is one of the UK’s leading financial planning businesses, aiming to help our clients realise aspirations and achieve peace of mind. We do this through our unique business model which provides support to over 1000 financial planners across our employed, self-employed and independent models. Our solutions are award-winning, enabled by proprietary technology covering regulatory, platform and investment services, all of which are designed to support advisers at every stage of their journey – from starting their career, improving how they run productively and effectively, to accelerating growth and ultimately thinking about succession planning.
We are growing rapidly, with more than 50 acquisitions in recent years and have multiple offices across the UK.
Delivering good client outcomes is at the heart of everything we do. Our duty of care, including support for vulnerable customers, is embedded into our culture and decision‑making.
As part of the Schroders Group, the UK’s largest listed asset manager with over £750bn of assets, Benchmark benefits from a focussed business model with clear accountability with the scale of a global services organisation.
We're looking for the best, whoever they are
We know that diverse perspectives and an inclusive culture where all can succeed lead to better decisions and stronger outcomes for the company its clients and its employees. That’s why inclusion and diversity are strategic priorities for us. We’re proud to be an equal opportunities employer. You’re welcome at Benchmark regardless of your age, disability, gender identity or expression, religious beliefs, sexual orientation, or socio-economic background. We’re building a workplace where everyone feels respected, valued, and empowered to thrive.
