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.