PMO Analyst-Banking
Are you an experienced Portfolio & Intake Analyst ready to support strategic initiatives in a dynamic financial services environment? Apply Now!
Working with one of our top financial clients, this role calls for a PMO Analyst-Banking. This position involves supporting the end-to-end intake, prioritization, and governance of initiatives across Lending and Treasury & Payment Solutions, with broad exposure to executive decision-making and process improvement opportunities.
Pay rate range (CAD): $50.72/hr – $60.87/hr
Responsibilities
- Manage and administer the end-to-end integrated intake process ensuring requests are complete and ready for review
- Coordinate intake assessments, stakeholder reviews, and prioritization activities with business and delivery teams
- Track request statuses, decisions, outcomes, and progression through the intake pipeline
- Prepare governance materials, including presentations, agendas, decision logs, and action tracking
- Support governance forums, prioritization sessions, and executive decision-making processes
- Define reporting requirements, validate outputs, and deliver portfolio analysis and insights
- Provide demand, capacity, and performance data to support decision-making and process improvements
- Monitor risks, issues, dependencies, milestones, and initiative health
- Assist with resource planning, capacity forecasting, and portfolio planning activities
- Partner with stakeholders to refine and enhance intake, prioritization, governance, and reporting processes
- Maintain portfolio repositories, tools, and documentation ensuring data integrity and transparency
- Contribute to the continuous development of the intake and prioritization operating model
Desired Skill-Set
- 4-7 years of experience in portfolio management, PMO, project coordination, or related functions
- Proven experience supporting governance forums, portfolio reviews, and prioritization processes
- Strong analytical and organizational skills with problem-solving capabilities
- Skilled in preparing executive reports, dashboards, and presentations
- Effective multitasking and prioritization in a fast-paced environment
- Excellent stakeholder management and communication skills
- Meticulous attention to detail and process adherence
- Proficiency in Microsoft Excel and PowerPoint at an advanced level
- Experience with tools such as Jira, Confluence, PowerApps, Clarity, ServiceNow, Power BI or similar platforms
Nice to Have
- Prior experience within financial services or a banking environment
- At least 1 year of experience supporting a PMO or portfolio management in a FI environment
- Exposure to Agile, Waterfall, or hybrid delivery methodologies
- Familiarity with intake, governance, demand management, and strategic planning practices
- Certification such as PMP, Scrum Master, or similar
BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.