CW Business Analyst (Enterprise Portfolio Analyst)

Sonoma Consulting Inc.

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Plano, TX, us on site Until 8/21/2026 First posted October 14, 2025 Last posted February 24, 2026
Job description

New details and focus for requirements:

It will be a hybrid role of a Business Analyst (gathering PMO / reports requirements, documenting, create communications) and Portfolio Manager (understanding the full Portfolio process, understanding excel/budgets, creating PowerPoint slides).

Must understand the Enterprise Portfolio governance and PMO process

Must be highly proficient with Excel, Excel charting and reporting

Description:

Position Summary:

PMO is launching new portfolio / project reports and analyzing the performance of the portfolio, understanding trends and root causes. The PMO is designing countermeasures to address root issues and mitigate portfolio risk. The PMO BA will support these initiatives. This position requires strong Excel and PowerPoint and experience in presenting to high level executives. Some familiarity with an IT implementation is a plus; although, IT technical skills are not required.

The ideal candidate will have “Kaizen” or operational improvement experience. Specifically, the candidate will have experience in identifying operational improvement opportunities through financial analysis and benchmarking operational metrics. Doing so requires "Strong analytical and quantitative skills" demonstrated on their resume.

The PMO BA will also be responsible for supporting:

The Consultant is expected to:

Requirements:

Mandatory Skills:

Excel and Presentation (using PowerPoint Skills):

Excel Specific Skills:

HIGHLY Advanced Excel skills for data analysis, report development, and management views with conclusions are required.

Any of the various Excel functions to get the results are acceptable. The analytical thinking to define how to answer the question is more important than knowledge of the Excel commands and syntax.

Education Level:

Bachelor's Degree

All your information will be kept confidential according to EEO guidelines.

About this role

Summary

Analyze portfolio performance, develop reports, support operational improvements, present to executives, using Excel and PowerPoint.

Job title

CW Business Analyst (Enterprise Portfolio Analyst)

Experience level

not specified

Industry

unknown

Location requirements

hybrid role in plano, texas, remote options not specified

Salary

Not specified

Management role

No

Skills & keywords

Required skills

ExcelPowerPointfinancial analysisreport developmentdata analysis

Preferred skills

IT implementation experienceKaizenbenchmarking

Specializations

portfolio managementExcelPowerPointreportingrisk
Locations

Structured locations inferred from the posting.

Plano, TX, USA

Hybrid City