Portfolio Analyst

Portfolio Analyst

We are seeking a Portfolio Analyst to elicit, track, and manage cost planning for specific projects. This role involves the collection of business and user needs, accrual reporting, forecasting, and invoice tracking. The position will also support the project funding and kickoff process by organizing requirements and preparing necessary materials.

• Manage and track project financials, including budgets, forecasts, and cost control.
• Coordinate the tracking and reporting of technology project financials across multiple teams.
• Monitor financial performance of projects using SAP reports.
• Prepare detailed monthly project forecasts and conduct project review meetings.
• Handle financial processes such as accruals, purchase orders, and statements of work.
• Understand and work with general ledger and journal entries.
• Identify and define solutions for emerging issues, including forecasted budget implications.
• Assist with vendor engagement and contract monitoring processes.

• Proven experience managing multiple project financials, priorities, and tasks.
• Prior experience with accruals, purchase orders, and statements of work.
• Understanding of the overall project execution process, including budgeting and forecasting.

• Moderate to advanced SAP experience, including pulling reports and exporting data.
• Advanced MS Excel skills, including VLookup, Pivot Tables, modeling, report building, SUMIFs, IF formulas, and HLookup.

• Strong partnering, influencing, and interpersonal skills.
• Ability to self-manage objectives and handle multiple priorities in a fast-paced environment.

The anticipated pay range for this position is $65.00 to $71.00 per hour. The final pay rate will be determined based on experience and other factors.

This employer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.