Portfolio Analyst
RIT Solutions
Portfolio Analyst
Location: Hybrid in Orlando FL
The Portfolio Analyst must be able to elicit, track, and manage cost planning for specific projects. Includes collection of business and user needs, accrual reporting, forecasting, invoice tracking, and client tracking. May also include organization of data in Microsoft PowerPoint and Microsoft Excel for high level executive updates on projects / portfolios, as well as requirements, estimates, and preparation of materials necessary to support the project funding and kickoff process. Must have strong partnering, influencing, and interpersonal skills, including verbal, written, listening, and communication; high attention to detail; demonstrated ability to influence partners and key business decisions. Must have the ability to self-manage objectives, improve processes, handle multiple priorities, and perform job responsibilities accurately while working in a fast-paced work environment. Must have moderate to advanced SAP experience, pulling reports, exporting data/actuals etc. Must have advanced level MS Excel skills with the ability to design complex models and reports. Specific: VLookup, Pivot Table, Modelling/Report Building, Sum IFs, IF formulas, HLookUp, Handling large data sets, etc. Must have proven experience managing multiple project financials, priorities and tasks across multiple projects and teams while adhering to deadlines and high quality Must have prior experience with accruals, purchase orders, statement of works etc. Must understand general ledger, journal entries etc. Must understand of the overall project execution process, including budgeting, project forecasting, cost control, schedule, anticipated cost. Required Education: Bachelor's degree in Finance, Accounting, Business Mgmt *5 years+ of experience or more managing technology program and project controls (e.g. cost, schedule, performance), Financial Analysis, during the project life cycle. *Must have proven experience with MS Excel and Powerpoint *Strong experience with SAP for monitoring financial performance. *MyPPM experience a big plus
$88.8k - $121.9k
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