Portfolio Manager at J.Y. Legner Associates in Louisville, Kentucky

Job Description:

The Portfolio Management QC Analyst ensures accuracy and consistency in project data across PowerPlan (PP) and Primavera P6 (P6). This role involves data validation, cross-checking reports, updating project records, and completing project workflow before integration into P6.

Key Responsibilities:

1. Data Validation & QC Checks
• Export and analyze the System Cross Check BI report from SharePoint.
• Compare new reports with previous QC checks.
• Format reports, add a Notes column, and ensure data accuracy.

2. Excel Data Comparison & VLOOKUP
• Use VLOOKUP to transfer notes from previous QC checks.
• Identify and review new projects labeled "N/A" for further processing.

3. Project Workflow & P6 Integration
• Check project status in Estimating Workflow Tracking on SharePoint.
• Ensure workflow completion before adding projects to P6.
• Review project funding details in PowerPlan and update planning spreadsheets.

4. Compliance & Access Requests
• Request AIM access for PowerPlan project forecasts.
• Follow internal compliance for data management.
• Coordinate with engineers and planners for project updates.

Qualifications & Skills:

Technical Skills:

? Strong Excel skills (VLOOKUP, filters, formulas, pivot tables).

? Experience with PowerPlan, Primavera P6, and SharePoint (preferred).

? Ability to analyze Business Intelligence (BI) reports.

Analytical & Organizational Skills:

? Attention to detail for data accuracy.

? Problem-solving skills for project tracking.

Communication & Collaboration:

? Ability to work with project managers, estimators, and planners.

? Strong documentation and communication skills.

Education & Experience:

Bachelor's degree in Business, Engineering, Project Management, or related field (preferred).

1-3 years experience in Portfolio Management, Project Controls, or similar role.

Experience in utility, energy, or construction project management is a plus. Apply Now