Portfolio Management Consultant

PMO, Portfolio, capex, opex, Capital expenditure, Operational expenditure
Full Time
Work from home not available Travel not required

Job Description

Dallas, Texas
Skills : PMO,Portfolio ,capex,opex,Capital expenditure,Operational expenditure
Description :
Job Description:

They have 80+ projects they are currently tracking with different timeframes and some going out 3+ years. Need someone to come in and organize/track that information and have a good understanding of finance/budgets. A big piece is the capacity planning standpoint. If you have 50+ projects and the team only has X bandwidth, then how many resources need to be onboarded to cover the additional proposed work. Need to have someone at portfolio level to analyze all of this, not someone who is only doing PM work on 3-4 projects at a time.
  • Working with internal partners and external parties the Portfolio Analyst recommends process improvements and implement strategies to drive increased revenues
  • The Portfolio Analyst role requires an individual be able to manage complex projects with multiple parties under tight deadlines
  • A successful candidate will possess a unique blend of project management, analytics, and financial services experience with a desire to work in a fast-paced changing environment

  • Managing and maintaining the Business Book of Work for the current year and 3 years in future
  • Maintaining ownership of reporting process and outputs across the organization
  • Verifying accuracy of reports working cross-functionally to scrutinize data and ensure cash supports what is being published
  • Working with Portfolio Manager to identify areas of opportunity for portfolio improvement by analyzing current and historical trends
  • Manage and prioritize complex projects across vendors and internal groups including Information Technology, Operations and Accounting
  • Sharing reports with internal clients and actively engaging and interfacing with them to discuss trends and findings
  • Customizing reports as required and getting them into production
  • Performing follow-up analysis
  • Process optimization - continuously develop& evolve best practices, increase efficiency, and enhance capabilities including identification of system enhancements
  • Risk mitigation - design and develop business processes, risk control measures, and metric evaluations to meet evolving business needs and to ensure on-going adherence with compliance regulations
  • Answering internal and external questions about reports and trends
  • Proactively proposing enhancements to reporting package to improve contents and presentation
  • Assisting in development and deployment of web reporting tools
  • Supporting assumptions for valuation and pricing models as needed
  • Other job duties and functions as assigned

Education & Other Minimum Requirements:
  • Bachelor's Degree required in Finance, Economics, Accounting or equal field; MBA or equivalent is preferred
  • 5 - 7 years consumer finance working as Analyst or Senior Analyst. loan experience preferred; consumer finance required. Should have experience working in cross-functional teams and reporting up to senior management
  • Highly proficient at Excel, Word and PowerPoint, SAP experience is a bonus
  • Strong MS Office Skills
  • Very strong communication skills and stakeholder management

Posted By

Krishan Kanta Soni

Dice Id : gciow
Position Id : 217263
Originally Posted : 2 months ago
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