Portfolio Insight and Reporting Specialist

Detailed job description and main responsibilities

In this role, you are accountable for

1.    Insight

Handling and creating highly complex datasets by using business intelligence tools, raw data, SQL queries and data mining techniques to clean, process, interrogate, analyse, and visualise data in an effective and informative manner in the most efficient way possible.

Conducting expert and advanced analysis and develop methods to collect, collate and evaluate quantitative and qualitative highly complex data using appropriate query tools for reporting and modelling.

The creation and maintenance of analysis, reports and dashboards that support portfolio delivery across functions and decision making across NHSBSA, working with specific teams and liaising with all business areas as required.

Developing complex predictive forecasting methodologies to inform and drive strategy and its deliverables. This will involve portfolio planning, as part of business planning, including formulation and development of options.

Resolving highly complex information problems where there is no precedent or where leading opinions may conflict. Provide analyses to support development and refinement of metrics and reports to highlight trends, identify outlier behaviours within the data sets and risks within NHSBSA services.

Making use of available IT to automate tasks where appropriate.

Undertake periodic validation checks of performance and management data to ensure quality, integrity and accuracy. 

2.    Reporting 

Communicating and presenting highly complex and highly sensitive data and analysis effectively at all levels and to both internal and external stakeholders, to both technical and non-technical audiences both verbally and in writing. Ensuring the information provided is accessible and understandable to a wide audience and conforms to high standards.

Delivering timely and targeted suite of reports and dashboards in a robust method, which analyse trends over time, shows comparisons of data and encompasses appropriate statistical methods and forecasts of performance.  Ensures the accurate delivery of all commentary which forms part of quality information.

Developing fully documented analysis and dashboards to satisfy both routine and ad hoc insight to senior management to support critical decision making within specific teams and across the NHSBSA, in line with business needs and required specifications along with accompanying notes and definitions to provide actionable intelligence. Also provide an expert resource in both technical skills required to create reports and also the design of dashboards to communicate information and insight effectively.

Ensure information provided is accessible and understandable and conforms to high standards. Strong communication skills, both oral and written, enabling the promotion of data quality and insight across the Portfolio Management Directorate; providing guidance, recommendations and training to portfolio delivery communities.

Coordinate portfolio reporting and provide analysis of performance.

Drive accurate data and usage of Project Portfolio Management Tool (PPM reporting across the directorate, contributing to continuous development of tool to meet sub-portfolio directorate needs).

As one of the key administrators of the PPM tool, ensure that updates supplied by third party are appropriately tested in advance of receipt of upgrade and participate in regular stakeholder engagement meetings to address challenges and build relationships.

The maintenance of business intelligence tools to meet new and changing requirements. 
Planning and organising own workload and manage activities 

3.    Stakeholder Management & People

Training and providing advice across specific teams in relation to the appropriate usage and understanding of data and information.

Working collaboratively with a diverse range of customers/users within the organisation at all levels to define and develop new information products, enhance existing information provision and support target monitoring work.

Being an active member of the wider Portfolio Office Team. Continually supporting team development and challenging the status quo to ensure a consistent, value adding management information provision to leaders, managers and colleagues.

Supporting the Portfolio Office Manager to communicate and build commitment to a shared vision and sense of purpose across the directorate.

Work collaboratively with colleagues across the NHSBSA and specific teams, including Portfolio Finance Business Partners and the Benefits Management Team to ensure accuracy and integrity of data and reporting.