About The Position

The Project Portfolio – Reporting / Dashboard Analyst develops, maintains, and improves project controls reports, 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. It serves as an interface between Project Controls, Project Management, Engineering, Construction, Finance/AP, Supply Chain, Scheduling, Estimating, and leadership, helping ensure project data is collected, validated, organized, and presented to support business decisions. The position also helps improve reporting consistency, data quality, dashboard automation, and executive visibility across the capital projects portfolio. The analyst prepares recurring project and portfolio reporting packages and develops dashboards using tools such as Power BI, Tableau, Excel, or similar platforms. The role consolidates data from multiple systems, performs quality checks, develops standardized KPIs and reporting templates, and translates complex project information into clear management and executive reporting. It also supports reporting automation, data governance, dashboard adoption, portfolio governance, and project closeout reporting. The role has no anticipated direct supervisory responsibility, though it may provide guidance, coordination, quality reviews, and mentoring to project team members, junior analysts, and stakeholders involved in change management. Work may require non-traditional hours to meet deadlines, month-end close requirements, executive reporting cycles, or urgent requests. Occasional overnight travel may be required. The position involves general office working conditions and may require carrying a cell phone and responding during working and non-working hours.

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.
  • Must possess and maintain a valid driver’s license and a 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 clearly communicate reporting requirements, data issues, dashboard logic, and performance trends to stakeholders.
  • Ability to organize and prioritize work under strict deadlines, adjust to changing priorities and urgent requests, and manage multiple concurrent deadlines.
  • Sound judgment and ability to handle sensitive project, commercial, contractual, and financial information.
  • Strong problem-solving skills, including identifying 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.
  • Must clear a drug screen and complete a background check after an offer and before employment; a credit report may be included for certain positions.
  • Must be able to meet the listed physical requirements, with reasonable accommodations available where applicable.

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 reporting 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 work with stakeholders to 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 report cost performance, forecast changes, commitments, actuals, accruals, open commitments, and contingency status.
  • Partner with Schedulers to report milestone movement, schedule variance, critical path updates, baseline comparisons, and forecast completion dates.
  • Partner with Estimating resources to report estimate updates, development opportunities, budget assumptions, and estimate maturity.
  • 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 analyses in response to 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 by helping establish 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 adhere to company safety policies and procedures.
  • Complete other project-specific tasks and duties as assigned.
  • May provide guidance, coordination, QA/QC, and mentoring to project team members, junior analysts, and stakeholders involved in change management.
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