Portfolio Analyst

The Portfolio Analyst supports strategic portfolio decision-making through detailed SKU-level performance analysis, data management, and structured reporting. This role plays a critical part in portfolio governance by ensuring data accuracy, coordinating cross-functional inputs, and supporting monthly portfolio review processes. The ideal candidate will deliver reliable insights in a fast-paced and evolving business environment. Key Responsibilities Analyze SKU-level performance, including sales, margin, and velocity, to identify risks such as slow-moving inventory and margin erosion Conduct structured analyses (e.g., ABC analysis, scorecards) to support SKU evaluation and portfolio optimization (Grow, Maintain, Exit) Maintain portfolio master data, including SKU mapping and category tagging, ensuring consistency across systems and channels Develop and manage dashboards and recurring reports to support performance tracking and decision-making Prepare and present monthly portfolio review materials for cross-functional stakeholders Evaluate product mix to identify concentration risks (e.g., supplier or category dependency) and inefficiencies Monitor market trends and competitive landscape to identify portfolio gaps and opportunities Support portfolio governance by preparing data and materials for cross-functional reviews Collaborate with Product, Finance, Sales, and Supply Chain teams to align on portfolio strategy, inventory, and procurement priorities Education & Experience Bachelor’s degree in marketing, Business Analytics, Economics, or a related field required Minimum of 3 years of relevant experience, preferably within the food manufacturing or distribution industry Experience working cross-functionally with Purchasing, Sales, and Warehouse Operations Hands‑on experience with SKU lifecycle management, including product launches and exits Technical Skills Advanced proficiency in Microsoft Excel (e.g., VLOOKUP, pivot tables, complex formulas) Experience with Business Intelligence tools such as Power BI or Tableau Strong understanding of financial metrics, including Sales, Margin, and COGS Familiarity with SQL or other data querying tools (preferred) Proven ability to manage recurring reporting cycles with accuracy and efficiency Core Competencies Analytical Rigor: High attention to detail when working with large datasets Data Translation: Ability to convert complex data into clear, actionable insights Strategic Thinking: Connect SKU-level performance to overall portfolio health Problem‑Solving: Break down complex problems and identify meaningful trends Commercial Awareness: Understanding of product lifecycle, margin leakage, and cost drivers Agility & Initiative: Ability to thrive in fast‑paced environments with evolving priorities Adaptability: Quickly adjust forecasts and priorities based on market changes Integrity: Maintain confidentiality and uphold high ethical standards EQUAL EMPLOYMENT OPPORTUNITY STATEMENT Suna Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state, and federal laws. #J-18808-Ljbffr Suna Solutions