Financial Analyst – Portfolio & Technology Operations

Financial Analyst – Portfolio & Technology Operations
(Financial Analyst II)
Location: Irvine, CA
Schedule: Hybrid
Duration: Through end of 2026 with potential extensions
$39-$43/hr
 
Orion Group is seeking a Financial Analyst to support portfolio financial management, budgeting, forecasting, procurement activities, and financial reporting within a complex business and technology environment. This role will serve as a key partner to business, technology, procurement, and finance stakeholders by providing financial oversight, budget management, reporting, and process support across both project and operational portfolios.
The ideal candidate will possess strong financial analysis skills, advanced Excel capabilities, SAP experience, and the ability to manage multiple priorities while supporting leadership decision-making through accurate reporting, forecasting, and financial controls.
Key Responsibilities:
Financial Management & Portfolio Support

• Oversee portfolio financial management activities across multiple projects and operational initiatives.
  • Monitor budgets, forecasts, capital plans, cost centers, and operational spending to support financial planning and decision-making.
  • Track approved projects, authorized funding, and financial performance against budget expectations.
  • Prepare financial reports, forecasts, variance analyses, and management updates for business and leadership teams.
  • Monitor project financials, spending trends, and budget phasing to ensure alignment with approved funding.
  • Facilitate monthly financial review meetings and support ongoing forecasting and latest best estimate (LBE) activities.
  • Support long-range planning, capital planning, and annual budget development processes.

Procurement & Financial Operations

• Create and manage purchase orders for professional services, software, and operational needs.
  • Track vendor spend and reconcile expenses across project and operational budgets.
  • Partner with Accounts Payable to resolve invoice and billing issues.
  • Support journal entry requests, capitalization activities, and financial reconciliation processes.
  • Coordinate procurement activities and ensure compliance with internal financial policies and governance requirements.
  • Review Statements of Work (SOWs) and support procurement documentation integrity and compliance.

Reporting & Analysis

• Perform financial analysis and reporting to support business and technology leadership.
  • Reconcile project financial data across multiple systems and reporting tools.
  • Develop and maintain financial reports, dashboards, and presentation materials.
  • Support monthly reporting cycles, variance analysis, and financial performance reviews.
  • Prepare PowerPoint presentations and executive-level financial summaries.
  • Identify opportunities to improve financial reporting processes, forecasting accuracy, and operational efficiencies.

Cross-Functional Partnership

• Partner closely with Finance, Procurement, Technology, Business Operations, Project Management, and Vendor Management teams.
  • Communicate financial, budgetary, reporting, and policy-related information to stakeholders.
  • Support training and guidance related to financial processes, budgeting activities, and procurement procedures.
  • Assist with process improvement initiatives, system enhancements, pilot programs, and financial management optimization efforts.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field preferred.
  • 3–5 years of financial analysis, budgeting, forecasting, financial operations, or portfolio financial management experience.
  • Experience supporting technology, project portfolios, operational budgets, or business functions.
  • Strong proficiency in Microsoft Excel, including advanced reporting, financial analysis, and data management.
  • Experience utilizing SAP for financial management, reporting, budgeting, purchasing, or reconciliation activities.
  • Experience preparing financial reports, forecasts, and executive-level presentations.
  • Strong analytical, organizational, and problem-solving skills.
  • Ability to manage multiple priorities and work effectively in a fast-paced environment.
  • Excellent verbal and written communication skills.

Preferred Qualifications

• Experience supporting project portfolios, PMO organizations, or technology organizations.
  • Experience with Smartsheet or similar project and portfolio management tools.
  • Experience managing purchase orders, vendor spend, and procurement-related activities.
  • Experience supporting capital planning, operational budgets, and financial forecasting processes.
  • Experience working with remote teams and external vendors.

Key Competencies

• Financial Analysis & Reporting
  • Budgeting & Forecasting
  • Portfolio Financial Management
  • Financial Reconciliation
  • Procurement & Purchase Order Management
  • SAP Financial Systems
  • Advanced Excel
  • Variance Analysis
  • Capital Planning
  • Vendor Management
  • Financial Operations
  • Process Improvement
  • Cross-Functional Collaboration
  • Executive Reporting & Presentations

People are our business worldwide
 
Orion Group was founded in 1987 and is now one of the largest, independent, international recruitment companies. We have a network of 200 employees working from 24 offices, delivering a range of services – Talent Acquisition, Recruitment Outsourcing Services, Retained Search, Global Workforce Solutions, Completions & Commissioning and Materials Management – across 68 countries. As a global leader in workforce solutions, we recruit personnel across the Engineering & Technical, Office & Commercial, Scientific and Skilled Trades disciplines, for sectors including Oil & Gas, Life Science, Power & Utilities, Constructions & Infrastructure, Manufacturing and Renewables.