Overview
Skills
Job Details
Portfolio Manager - Finance, Accounting, Budgeting
ONSITE > 4 DAYS/WEEK IN ORLANDO FL
18 Months Contract
Description
The Portfolio Manager will support the financial aspects of the IT department, including monitoring departmental expenditures to ensure that activities are completed within budgetary constraints. They will work with IT management to ensure business solutions and resources are budgeted and capital and expense items are accounted for correctly. They will also be responsible for monthly consolidation of capital and expense forecasts for the IT management's review.
- Oversee finance and budget responsibilities for the IT department
- Prepare reporting and financial analysis for IT management including explanations of variances to forecast, plan, and prior periods and other ad hoc analysis, as requested
- Prepare and present timely periodic financial statements summarizing department's financial status
- Track and manage resources and costs in the capital and expense budget and forecasts for assigned areas, including both operational and project spend
- Consolidate financials for IT organization, providing monthly updates to IT management
- Review invoice coding and validate against budgets and forecasts
- Utilize financial systems and PPM tool to research and reconcile financial and resource allocation discrepancies
- Track risk and opportunities and communicate updates to management
- Prepares and provides departmental budgets and forecasts
- Maintains budget tracking tools and monitors budget expenditures
- Manages fee structures
- Forecasts potential gains and losses; periodically updates and evaluates forecast accuracy throughout the year
- Tracks invoices and billings
- Opens purchase requisition as requested by project team
- Tracks purchase orders
- Receives invoices, ensuring compliance with finance policy
- Liaises with Accounts Payable and vendors to rectify payment issues
- Provides mentoring to fellow IT Analysts, as well as expertise and guidance
- Provides expertise and advises colleagues
- Mentors and coaches team members, seeking to share and leverage best practices
- Serves as a point of escalation when appropriate
Basic Qualifications
- Must be proficient in Excel (REQUIRED)
- 5+ years' experience in Accounting and/or Finance
- Working knowledge of SAP preferred
- Experience managing minimum budget of $10M+ in complex IT organization
- Expertise in accounting principles with extensive understanding of establishing, documenting, and tracking budgets
- Demonstrated knowledge of capital and expense budgeting, forecasting and monthly accruals
- Knowledge of the Project Management Institute (PMI) project lifecycle
Preferred Qualifications
Experience using Clarity or PPM tools a plus
Education
BA/BS in Finance, Accounting, Business, or equivalent level of experience
The estimated pay range for this position is USD $65.00/hr - USD $70.50/hr. Exact compensation and offers of employment are dependent on job-related knowledge, skills, experience, licenses or certifications, and location. We also offer comprehensive benefits. The Talent Acquisition Partner can share more details about compensation or benefits for the role during the interview process.