Finance Contracts Portfolio Analyst (Hybrid)
$60k - $65kTriMedx
If you are wondering what makes TRIMEDX different, it's that all of our associates share in a common purpose of serving clients, patients, communities, and each other with equal measures of care and performance. Everyone is focused on serving the customer and we do that by collaborating and supporting each other Associates look forward to coming to work each day Every associate matters and makes a difference It is truly a culture like no other — We hope you will join our team! Find out more about our company and culture here. The Portfolio Analyst collaborates with the Finance, Contracts Management, Service Operations, and Field Operations teams to support existing clients' service programs. This position is responsible for review and adjustment of contract structures, research, analysis, and pricing of new services, creating client budgets, and generating financial sales support materials for growth opportunities in the assigned operational territory. The Portfolio Analyst I will support the management of customer contracts. This role requires frequent interaction with operational management to define, analyze and build the service program. In addition the Portfolio Analyst may be required to present recommendations to the client. Location: Indianapolis, Indiana; candidates must currently reside in the central Indiana region within a 70 mile radius. Our Central (Corporate) Office - is located on the northwest side of Indianapolis. This position is Hybrid (a mix of remote & in-office). Relocation is not available for this position Immigration sponsorship not available for this position Pay Range: Applicants can expect a compensation range of $60,000-$65,000 for this opportunity. Responsibilities Account Management Analysis (70%) Provide timely and accurate quarterly price adjustments Lead account review and pricing efforts Develop accurate customer budget forecasts Work with Contract Management and F&A for contract renewal and contract linking support Conduct program analysis to provide accurate sales quotes Assist in data analysis and inventory reconciliation Support the management of customer contracts and required reporting and analysis Ensure account activities align with customer contract Independently lead customer engagement meetings Problem solve to assist and develop responses to customer requests and questions Project Management (Special Projects) (20%) Under direction from senior leaders, assist in lead special projects designed to improve departmental and inter-departmental process efficiency and effectiveness Provide analysis on existing service programs Project Administration (10%) Coordinate project plans and timelines Provide analysis on existing service programs Responsible for the completion of required project deliverables Participate in transitioning new business wins to Clinical Engineering Services All other duties as assigned. Skills and Experience Minimum 2 years of experience in a professional client services role Experience in performing financial or data analysis and assessments Strong Microsoft Excel skills required; Access skills desired Ability to work both solo and in a collaborative team format Ability to create and manage a project plan and a project team High attention to detail with strong drive for accuracy Ability to prioritize work and balance multiple projects Ability to build, establish, and manage collaborative relationships Excellent problem solving and analytical thinking skills Strong written, verbal, and presentational communication skills Education and Qualifications Associates degree or equivalent required. Bachelors degree preferred. Preference to Finance, Math, Business, Economics, or demonstrable analytical field. #LI-Hybrid At TRIMEDX, we are committed to cultivating a workplace culture where every associate feels valued, supported, and empowered to thrive. This culture reflects our belief that our people are our foundation, their well-being is essential, and shared success is built through meaningful work, recognition, and opportunities for growth. We embrace people’s differences which include age, race, color, ethnicity, gender, gender identity, sexual orientation, national origin, education, genetics, veteran status, disability, religion, beliefs, opinions and life experiences. Visit our website to view our Workplace Culture Commitment , along with our social channels to see what our team is up to: Facebook, LinkedIn, Twitter. TRIMEDX is an Equal Opportunity Employer. Drug-Free Workplace. Because we are committed to providing a safe and productive work environment, TRIMEDX is a drug-free workplace. Accordingly, Associates are prohibited from engaging in the unlawful manufacture, sale, distribution, dispensation, possession, or use of any controlled substance or marijuana, or otherwise being under the influence thereof, on all TRIMEDX and Customer property or during working/on-call hours. TRIMEDX needs a variety of skill sets and experience levels to be able to deliver on our mission. That can be exciting for you, because whether you have a long resume or are just starting your career, have a bachelor’s or master’s degree or went to technical school, we have opportunities for you throughout the United States.
$100k - $110k
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$87.4k - $131k
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$50 - $60 per hour
...area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals... ...Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to...Hourly payContract workFor contractorsWork experience placementRemote work$50 - $60 per hour
...area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals... ...Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to...Hourly payContract workFor contractorsWork experience placementRemote work$50k - $60k
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...preparation of financial statements and various reports, and it offers a hybrid work schedule. The ideal candidate will have 5+ years of public accounting experience, a Bachelor's degree in Accounting or Finance, and a CPA license. Competitive pay range of $78,064 to $117,095...- ...book. Serve as backup for revenue recognition responsibilities and invoice calculation and generation. Assist with tracking of new contracts and agreements. Tax Assists in the preparation of state and federal tax returns. Assists in the preparation of property tax...Temporary work
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$26.65 - $42.7 per hour
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- What You'll Be Doing The Portfolio Analyst facilitates the overall business development of clientele by developing customized Financial Plans/Asset Allocation proposals, designing tailored reporting for new and existing clients and creating and executing marketing strategies...Work at office
- Stifel Financial Corp. is seeking a Portfolio Analyst in Zionsville, Indiana. The successful candidate will facilitate business development by designing customized Financial Plans and Asset Allocation proposals, managing client portfolios, and executing marketing strategies...
$67.1k - $100.7k
...largest independent inventory financing company in the United States,... ...is seeking a Financial Analyst II - Risk Analysis to support... ...continued growth of its Commercial portfolio. This role will focus on risk... ...industry Work Environment Hybrid, 2-3 days in‑office per week...Work at office2 days per week3 days per week$40k - $60k
Acquisitions Specialist at Shawn Higgins - State Farm Agent At Shawn Higgins - State Farm Agent, we're here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we're helping someone navigate...Work at office$84.5k - $187k
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...- $40,000.00 Salary/year Travel Percentage: None Job Category: Finance Position Summary The Fraternity Finance Coordinator assists the... ...annual budgets for Collegiate chapters Review individual housing contracts for accuracy and timeliness Help with financial projects as...Full timeTemporary workWork at officeRemote workFlexible hours- Aspire Indiana Health, Inc. in Noblesville, Indiana, is looking for a Staff Accountant to support the Finance team by managing accounting tasks. This hybrid position involves analyzing financial information, preparing statements, and ensuring compliance with regulatory...
$95k - $115k
...0.00 To $115,000.00 Annually We are seeking a Senior Financial Analyst. At IMMI, this role is a unique combination requiring skills in... ...Forecasting Develop a rolling P&L forecast with Sales, Operations, and Finance. Play a key role in annual budgeting. Manage and improve the...Temporary workWork experience placementWork at office- ...seeking an experienced Financial Analyst with 2-5 years’ experience.... ...national industrial property portfolio. This position requires the... ...activities and functions related to finance and capital markets.... ...research reports, and lease contracts. Excellent communication and...Full timeWork experience placement
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$64.5k - $129.5k
...seeking a detail-oriented and analytical FP&A Analyst to support financial operations and... ...partners closely with the sales team and finance leadership to deliver insights, manage financial... ...activities. This position follows a hybrid schedule, with 3 days onsite and 2 days...Temporary workWork experience placementLocal areaRemote work2 days per week- ...Description Sr. FP&A Analyst About Our Company Lids Sports... ...schools represented in the portfolio of stores are Notre Dame,... ...through involvement in operational finance activities relating to wage... ...for employment or future contract opportunities, and maintaining...Contract workImmediate start
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