Analyst, P&T Portfolio Reporting
Location: Philippines, Makati City
Address: 2 - CRO Manila, 27th Floor, Tower Two, RCBC Plaza,, 6819 Ayala Avenue corner Gil Puyat Avenue, MAKATI CITY, 1200
Job number: 168580
Responsible for the design, implementation, maintenance, and continuous improvement of Product & Technology portfolio reporting and analytics solutions. This role develops automated reporting capabilities, creates executive dashboards and custom reports, leverages AI-driven analytics, and transforms portfolio and operational data into actionable insights that support executive decision-making. The Analyst partners closely with P&T Portfolio Management resources and key stakeholders to gather reporting requirements, build scalable analytics solutions, and improve the quality, consistency, and efficiency of portfolio reporting.
Key Accountabilities
Support the collection, consolidation, and reporting of portfolio, program, and priority-related information from cross-functional teams.
Develop and maintain executive-level portfolio reporting and dashboards.
Create custom reports, dashboards, and visualizations using Tableau, Jira Analytics, Atlassian reporting capabilities, and Planview data.
Partner with stakeholders to gather reporting requirements and translate business needs into analytics solutions.
Design and implement automated reporting solutions to reduce manual effort and improve accuracy.
Leverage AI to automate data collection, summarization, consolidation, and preparation of executive reporting materials.
Utilize AI to generate insights, trends, risks, and opportunities from quantitative portfolio and delivery data.
Contribute to the production of monthly, quarterly, and annual executive reporting.
Education
Bachelor's degree in Business, Project or Program Management, or related fields, or equivalent combination of education and work-related experience.
Experience
3–5 years of progress work-related experience in program / project management, business analytics, or business intelligence.
Experience creating executive-level reporting and dashboards.
Experience gathering stakeholder requirements and translating them into solutions.
Experience in driving reporting automation and process improvements.
Experience in data modeling and visualization
Technical Skills & Knowledge
Required
Strong knowledge of Tableau and dashboard development.
Experience using Jira Analytics or SQL experience and related reporting capabilities.
Advanced proficiency with Microsoft Excel, PowerPoint, Word, and Copilot.
Experience leveraging AI tools to improve reporting, automate workflows, and generate business insights.
Demonstrated clear, concise, and succinct communication skills, including adapting verbal and written communications to the needs and level of the user.
Demonstrated ability to manage multiple projects simultaneously and efficiently and perform concurrent tasks requiring technical and functional competence.
Preferred
Working knowledge of Jira Software.
Experience with Jira Plans (Advanced Roadmaps).
Experience using Confluence.
Experience with Planview reporting and portfolio management capabilities.
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