Overview
On Site
Contract - W2
Contract - 18 Month(s)
Skills
Decision-making
Leadership
Innovation
Reporting
Financial Analysis
Financial Statements
IT Management
Financial Software
Research
Resource Allocation
Billing
Purchase Requisitions
Purchase Orders
Invoices
Regulatory Compliance
Accounts Payable
Mentorship
Microsoft Excel
Finance
SAP
Management
Budget
Forecasting
Project Management
PMBOK
Project Lifecycle Management
Clarity
Project Portfolio Management
Business Analysis
Business Analytics
Accounting
Health Insurance
Insurance
Team Building
Collaboration
Wiki
Knowledge Base
Status Reports
Account Management
IT Consulting
Managed Services
Recruiting
Artificial Intelligence
Cyber Security
Enterprise Architecture
Training
FOCUS
Job Details
Driving fiscal discipline and strategic innovation, the Portfolio Manager is essential to the financial success of the IT department. By expertly monitoring expenditures and ensuring alignment with budgetary goals, they empower the organization to deliver cutting-edge solutions without compromising financial integrity. Collaborating closely with IT leadership, the Portfolio Manager safeguards accurate resource allocation, manages capital and expense forecasts, and provides vital insights to support informed decision-making. Their leadership ensures the IT department's financial health fuels growth and innovation.
Responsibilities:
- 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, as well as forecasts for assigned areas, encompassing both operational and project expenditures.
- 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 and 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.
- Commitment to Safety.
Basic Qualifications:
- Must be proficient in Excel.
- 5+ years' experience in Accounting and/or Finance.
- Working knowledge of SAP preferred.
- Experience managing minimum budget of XXXM+ 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 is a plus.
Required Education:
- BA/BS in Fin, Accounting, Bus, or equivalent experience.
Benefits:
- 401(k).
- Dental Insurance.
- Health insurance.
- Vision insurance.
- We are an equal-opportunity employer and value diversity, equality, inclusion, and respect for people.
- The salary will be determined based on several factors, including, but not limited to, location, relevant education, qualifications, experience, technical skills, and business needs.
Additional Responsibilities:
- Participate in OP monthly team meetings and participate in team-building efforts.
- Contribute to OP technical discussions, peer reviews, etc.
- Contribute content and collaborate via the OP-Wiki/Knowledge Base.
- Provide status reports to OP Account Management as requested.
About us:
OP is a technology consulting and solutions company, offering advisory and managed services, innovative platforms, and staffing solutions across a wide range of fields - including AI, cybersecurity, enterprise architecture, and beyond. Our most valuable asset is our people: dynamic, creative thinkers who are passionate about doing quality work. As a member of the OP team, you will have access to industry-leading consulting practices, strategies & and technologies, innovative training & education. An ideal OP team member is a technology leader with a proven track record of technical excellence and a strong focus on process and methodology.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.