About The Position

The Project Portfolio Reporting / Dashboard Analyst develops, maintains, and improves project controls reporting, dashboards, and portfolio-level analytics for a portfolio of midstream owner/operator capital projects. The role supports accurate, timely, actionable reporting across cost, schedule, commitments, forecasts, change management, cash flow, risks, and portfolio performance. The analyst serves as an interface among Project Controls, Project Management, Engineering, Construction, Finance/AP, Supply Chain, Scheduling, Estimating, and leadership. The position collects, validates, organizes, and presents project data to support business decisions; improves reporting consistency and data quality; advances dashboard automation; and strengthens executive visibility across the capital projects portfolio. It also supports portfolio governance, reporting processes, dashboard adoption, data governance, project closeout reporting, and related project-specific work. The role requires a bachelor's degree in a relevant discipline or equivalent relevant experience, and 5–8+ years of relevant experience. A valid driver's license and satisfactory driving record are required for travel. The position has no anticipated direct supervisory responsibility, though it may guide, coordinate, conduct QA/QC, and mentor project team members, junior analysts, and stakeholders. Work is generally in office conditions with minimal safety hazards; occasional overnight travel and availability outside working hours may be required. Non-traditional hours may be needed to meet deadlines, month-end close requirements, executive reporting cycles, or urgent requests.

Requirements

  • Bachelor's degree from an accredited institution in Accounting, Business Administration, Finance, Data Analytics, Information Systems, Construction Management, Engineering, or a related discipline, or equivalent relevant experience.
  • 5–8+ years of relevant experience in project controls, reporting, dashboard development, business intelligence, cost control, financial analysis, data analytics, or portfolio reporting supporting capital projects.
  • Experience developing management-level reports, dashboards, scorecards, and executive summaries.
  • Demonstrated ability to consolidate and validate data from multiple systems and convert it into meaningful business insights.
  • Experience with project controls reporting, including cost, schedule, forecast, commitments, actuals, accruals, change management, cash flow, and variance reporting.
  • Experience with Microsoft Office tools, including Excel, Word, PowerPoint, and Outlook; SharePoint/Teams; ERP systems; and project cost systems.
  • Experience with reporting and visualization tools such as Power BI, Tableau, Looker, Excel Power Query, or similar platforms.
  • Working knowledge of capital project execution, project controls, cost reporting, schedule reporting, and portfolio management.
  • Valid driver's license and driving record satisfactory to the company and its insurers, for travel.
  • Strong reporting, dashboarding, data visualization, and analytical skills.
  • Strong process orientation, attention to detail, and documentation discipline.
  • Ability to validate, reconcile, and interpret large volumes of project data from multiple sources.
  • Ability to translate complex cost, schedule, and project performance data into clear, concise, actionable reporting.
  • Intermediate-to-advanced Excel capability, including formulas, pivot tables, lookup functions, Power Query, charts, and ad hoc reporting.
  • Working knowledge of Power BI, Tableau, or similar dashboard/reporting tools.
  • Understanding of project controls fundamentals, including budgets, actuals, commitments, forecasts, change orders, contingency, cash flow, schedules, milestones, and variance analysis.
  • Ability to develop effective visuals, charts, tables, scorecards, and executive-level dashboards.
  • Strong communication and cross-functional collaboration skills with Project Controls, Project Management, Finance, Engineering, Construction, Supply Chain, Scheduling, Estimating, and leadership.
  • Ability to communicate reporting requirements, data issues, dashboard logic, and performance trends clearly to stakeholders.
  • Ability to organize and prioritize work under strict deadlines; flexibility to manage changing priorities, urgent requests, and concurrent deadlines.
  • Sound judgment and ability to handle sensitive project, commercial, contractual, and financial information.
  • Strong problem-solving skills, including ability to identify data gaps, reporting issues, root causes, and improvement opportunities.
  • Ability to work independently while maintaining alignment with project controls standards and leadership direction.
  • Strong customer-service mindset and ability to support report users and stakeholders.
  • Ability to support reporting automation, process improvement, and data governance initiatives.
  • Ability to meet the role's physical requirements, which may include prolonged sitting; standing, walking, driving, talking, seeing, hearing, bending, stooping, squatting or crouching, reaching, kneeling, pushing, pulling, climbing or balancing, typing, and lifting or moving up to 25 pounds.
  • Must clear a drug screen and complete a background check after an offer and before employment; a credit report is included for certain positions.
  • May be required to carry a cell phone and respond during working and non-working hours.
  • Occasional overnight travel may be required.

Nice To Haves

  • Advanced degree from an accredited institution in Accounting, Business Administration, Finance, Data Analytics, Information Systems, Construction Management, Engineering, or a related discipline.
  • Advanced Microsoft Excel skills, including Power Query, Power Pivot, data modeling, complex formulas, macros, or VBA.
  • Advanced Power BI, Tableau, or similar dashboard development experience.
  • Familiarity with Oracle ERP, Oracle Projects module, Oracle Primavera Cloud, Unifier, EcoSys, SAP, or similar project controls/ERP platforms.
  • Experience building project controls dashboards integrating cost, schedule, forecast, change management, risk, and portfolio data.
  • Proficiency in Primavera P6, Microsoft Project, Oracle Primavera Cloud, or similar scheduling software.
  • Working knowledge of data modeling, data governance, database concepts, SQL, ETL processes, and automated reporting workflows.
  • Experience supporting midstream, energy, pipeline, processing, industrial, infrastructure, or large capital projects.
  • Knowledge of project controls lifecycle processes, including estimating, budgeting, cost control, scheduling, change management, forecasting, cash flow, closeout, and lessons learned.
  • Experience developing executive-level presentations and portfolio performance summaries.
  • Professional certifications, preferred but not required, such as Microsoft Power BI Data Analyst, Tableau, AACE, PMI Project Management Professional, or data analytics, business intelligence, or project controls-related certifications.

Responsibilities

  • Develop, maintain, and enhance project controls reports, dashboards, and portfolio-level reporting tools.
  • Prepare recurring project and portfolio reporting packages for project leadership, department leadership, and executive stakeholders.
  • Report on budgets, commitments, actuals, accruals, forecasts, cash flow, contingency, change orders, schedule milestones, risks, and project status.
  • Collect, validate, and consolidate project data from ERP systems, project cost systems, scheduling and estimating tools, spreadsheets, SharePoint/Teams, and other reporting platforms.
  • Build and maintain dashboards using Power BI, Tableau, Excel, or similar business intelligence platforms.
  • Translate complex project data into clear, concise, actionable outputs for management and executive review.
  • Support standardized project controls KPIs, metrics, report templates, dashboard layouts, and data definitions across the portfolio.
  • Perform data quality checks and QA/QC reviews to ensure reporting accuracy, completeness, consistency, and alignment with source systems.
  • Identify and resolve reporting gaps, data inconsistencies, and process issues, and improve reporting reliability.
  • Support monthly reporting cycles, including project summaries, variance explanations, performance dashboards, and portfolio scorecards.
  • Partner with Cost Analysts to incorporate cost performance, forecast changes, commitments, actuals, accruals, open commitments, and contingency status into dashboards and reports.
  • Partner with Schedulers to incorporate milestone movement, schedule variance, critical path updates, baseline comparisons, and forecast completion dates into reporting tools.
  • Partner with Estimating resources to incorporate estimate updates, development opportunities, budget assumptions, and estimate maturity into portfolio reporting.
  • Partner with Change Order and Project Controls resources to report change logs, pending and approved changes, contingency drawdown, forecast exposure, and commercial risks.
  • Maintain dashboard data models, calculations, formulas, data connections, report logic, and visualization standards.
  • Develop ad hoc reports and analysis for leadership, project team, finance, commercial, or executive requests.
  • Support portfolio governance by tracking project status, milestones, financial and schedule performance, risks, issues, and decision items.
  • Maintain reporting calendars, data submission timelines, version control, and documentation for recurring reports and dashboards.
  • Assist in developing automated reporting workflows to reduce manual effort and improve reporting cycle time.
  • Support dashboard user testing, training, and adoption across project teams and leadership.
  • Ensure reporting outputs are understandable, visually effective, and aligned with stakeholder needs.
  • Support data governance through consistent data definitions, naming conventions, reporting hierarchies, project codes, and quality standards.
  • Document report logic, dashboard design, data sources, refresh timing, and business rules.
  • Support project closeout reporting, including final cost summaries, trend reporting, lessons learned, and historical data capture.
  • Maintain dependable attendance and deliver consistent, high-quality work.
  • Work non-traditional hours as required for deadlines, month-end close, executive reporting cycles, or urgent leadership requests.
  • Prioritize safety and follow company safety policies and procedures.
  • Complete other project-specific tasks and duties as assigned.
  • Provide guidance, coordination, QA/QC, and mentoring to project team members, junior analysts, and stakeholders involved in the change management process, as applicable.

Benefits

  • Industry-competitive pay.
  • Health insurance package options, including Flexible Spending and Health Savings Accounts.
  • Infertility coverage.
  • Parental leave.
  • 401(k) with up to a 6% match that vests immediately, plus an employer discretionary contribution of up to 4%.
  • Wellness programs and mental health resources.
  • Employer-paid life insurance, short-term disability, and long-term disability coverage.
  • Critical illness and accident insurance.
  • Vacation, sick days, paid caregiver leave, volunteer time off, and bereavement paid time off.
  • Identity theft protection.
  • Annual discretionary bonus.
  • Tuition reimbursement program.
  • Company-paid holidays and floating holidays.
  • Company vehicle, if applicable.
  • Employee discounts, including vehicles, tires, cellular plans, and more.
  • Networking and employee engagement events.
  • Personal development to grow employees' careers based on their strengths and interests.
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