Portfolio Reporting Analyst

About the role

We’re all about helping our members make the most of their money. And while they go after their goals, you can too. As a Portfolio Reporting Analyst, you’ll play a key role in enabling this transformation by delivering high‑quality reporting and insights across our Transformation portfolio.

This role is responsible for developing and maintaining dashboards and reports that provide clear visibility of performance, progress, risks and benefits across major transformation initiatives. Your work will support informed, data‑driven decision‑making at all levels, including executive and board forums.

Day to day, you'll: