Portfolio Analyst

Position: Portfolio Analyst



Location: On site or remote



Employment Type: Full time



Compensation: Commensurate with experience

FocusPoint Recruiting on behalf of a confidential client

FocusPoint is supporting a confidential client with the immediate need for a Portfolio Analyst who can strengthen financial visibility across active initiatives and deliver clear, actionable reporting to senior leadership. This role is part of a broader effort to refine forecasting accuracy, improve portfolio level insights, and enhance decision support across the organization.

You will work directly with finance and operational leaders, stepping into a fast moving environment where precision, clarity, and structured analysis are essential. The ideal professional brings a consultative mindset, strong modeling capability, and the ability to manage large data sets with confidence.

• Build and refine financial models that support budgeting, forecasting, long range planning, and scenario analysis

• Analyze KPIs, variance drivers, and operational metrics across multiple projects or portfolios

• Develop and automate reporting tools using Excel and platforms such as Power BI or Tableau

• Consolidate large data sets into clear portfolio level insights for executive review

• Partner with cross functional teams to evaluate business cases, pricing strategies, and investment opportunities

• Support audit readiness, SOX documentation, and financial controls

• Identify inefficiencies in financial workflows and implement best practices for scalability and accuracy

• Five to ten years of progressive experience in FP and A, corporate finance, or strategic analysis

• Advanced Excel capability and proven financial modeling experience

• Strong proficiency with data visualization tools; Power BI experience is a plus

• Solid understanding of GAAP, budgeting cycles, and enterprise reporting systems such as SAP, Oracle, or NetSuite

• Ability to translate complex data into concise insights for senior leadership

• Proven success in fast paced, project driven environments

• CPA, CFA, or MBA preferred but not required

This assignment offers the opportunity to contribute meaningful value inside a client environment that expects accuracy, clarity, and strong analytical judgment. FocusPoint ensures each engagement is structured so your strengths align with the client s most important financial priorities.

If you are a seasoned analyst who thrives in dynamic settings and enjoys producing high impact work, we would like to connect.

Why Work with FocusPoint
As a trusted staffing partner to industry-leading companies, FocusPoint provides access to roles that align with your professional goals, and we advocate for your success throughout the recruitment process. Our team understands appropriate skillsets and takes a consultative approach ensuring that each match is grounded in both experience and fit.

How to Apply
To ensure confidentiality and alignment with our client s hiring process, all applications must be submitted through FocusPoint. Please do not attempt to contact the client directly. Interested candidates should reach out to FocusPoint s recruitment team with any questions.

About FocusPoint:
FocusPoint specializes in connecting top-tier professionals with exceptional opportunities in accounting, technology, healthcare, and leadership. We prioritize building meaningful connections, ensuring candidates find roles that align with their skills, goals, and passions.