15807 Portfolio Operations Specialist Level 1

Job Description

Job Description

For more than three decades, Strategic Data Systems (SDS) has been a software consultancy firm specializing in strategy, technology, and business transformation for Fortune 100 companies, mid-sized firms, and startups. At SDS, we empower our development teams to address our clients’ critical business challenges by leveraging cutting edge technologies. If you seek a workplace where your contributions are truly appreciated, then SDS is the company for you. Join us today to work alongside fellow development specialists and become a crucial part of our dynamic and cohesive community.

Job Title: Portfolio Operations Specialist

Location: Remote (EST working hours)

Years of Experience: 2+

**Must be able to convert to FTE w/o sponsorship**

TOP SKILLS:

1. Placing Coupa purchase orders and processing invoicing for projects

2. Working in Clarity (or ability to learn system) to assist with resource and project updates for project and time management

3. Ability to work well in Excel and Power Point

Soft Skills Needed:

• Attention to detail is very important in this role

• Strong communication

• Collaboration

• Demonstrates initiative by reaching out to others, staying engaged, and seeking ways to add value

What You’ll Do

Responsible for functional areas of Portfolio Operations within a product led organization that include the following but not limited to capital allocation, capital budget governance, operating budget governance, capacity management, vendor performance governance, and contracts management. 

Under general supervision of a Portfolio Ops Lead and in conjunction with the Principal Portfolio Lead, direct activities related to one or more Portfolio Operations function while also building expertise in other functions. 

The functional areas include:

• Project time tracking

• Processing of purchase orders and invoicing

• Operating budgets

• Capital budgets

• Contract management

• Capacity / Resource planning

• Estimating for business cases

Minimum Position Qualifications:

• 2-5 years of overall experience 

• Proven track record of delivering objectives on time and within budget

• Proven problem solving and organizational skills

• Excellent communication and presentation skills to effectively communicate information to customers and to all levels with the organization

• Should be able to participate in audits and other functionally related activities

• Should develop a mindset of driving data driven decisions and support other stakeholders in the same as well

Key Responsibilities

• Placing Coupa purchase orders and processing invoicing for projects
• Working in Clarity (or ability to learn system) to assist with resource and project updates for project and time management
• Ability to work well in Excel and Power Point
• Oversee all aspects of assigned portfolio functional area
• Responsible for identifying, understanding scope of work, organization of work and developing delivery plan and approach
• Participate in audits and other functionally related activities.
• Lead and manage conversations with leaders across the organization as needed
• Develop a mindset of driving data driven decisions and support other stakeholders in likewise skill development
• Influence the culture of continuous improvement of delivery methodologies and effectively lead large scale organization
• Set target deadlines and clear predictability and monitor and summarize progress of tasks

What You’ll Get

SDS, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.

• Competitive base salary
• Medical, dental, and vision insurance coverage
• Optional life and disability insurance provided
• 401(k) with a company match and optional profit sharing
• Paid vacation time
• Paid Bench time
• Training allowance offering
• You’ll be eligible to earn referral bonuses!