Job#: 3033529 Job Description: Portfolio Analyst
Location: Orlando, Florida (Remote)
Employment Type: Contract
Role Overview
We are seeking a Portfolio Analyst to elicit, track, and manage cost planning for specific projects. This role involves the collection of business and user needs, accrual reporting, forecasting, and invoice tracking. The position will also support the project funding and kickoff process by organizing requirements and preparing necessary materials.
Key Responsibilities
- Manage and track project financials, including budgets, forecasts, and cost control.
- Coordinate the tracking and reporting of technology project financials across multiple teams.
- Monitor financial performance of projects using SAP reports.
- Prepare detailed monthly project forecasts and conduct project review meetings.
- Handle financial processes such as accruals, purchase orders, and statements of work.
- Understand and work with general ledger and journal entries.
- Identify and define solutions for emerging issues, including forecasted budget implications.
- Assist with vendor engagement and contract monitoring processes.
Required Qualifications
Experience:- Proven experience managing multiple project financials, priorities, and tasks.
- Prior experience with accruals, purchase orders, and statements of work.
- Understanding of the overall project execution process, including budgeting and forecasting.
Technical Skills:- Moderate to advanced SAP experience, including pulling reports and exporting data.
- Advanced MS Excel skills, including VLookup, Pivot Tables, modeling, report building, SUMIFs, IF formulas, and HLookup.
Professional Skills:- Strong partnering, influencing, and interpersonal skills.
- Ability to self-manage objectives and handle multiple priorities in a fast-paced environment.
Preferred Qualifications
- 8+ years of experience managing technology program and project controls or financial analysis.
- Experience working with technical teams in a project-oriented culture.
- Ability to lead requirements gathering workshops.
- Well-developed financial analysis and modeling skills.
- Experience with project scoping and funding artifact preparation.
- Demonstrated ability to build credibility with internal clients and navigate organizational structures.
Compensation
The anticipated pay range for this position is $65.00 to $71.00 per hour. The final pay rate will be determined based on experience and other factors.
This employer is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Apex uses a virtual recruiter as part of the application process. Click for more details.
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Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Everforth Apex uses a virtual recruiter as part of the application process. Click for more details.
Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.
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