Finance Contracts Portfolio Analyst (Hybrid)

About the role

The Portfolio Analyst at TRIMEDX collaborates with various teams to support existing clients' service programs. This role involves reviewing and adjusting contract structures, conducting research and analysis, creating client budgets, and generating financial sales support materials.

Responsibilities

• 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
• Aid in data analysis and inventory reconciliation
• Ensure account activities align with customer contract
• Independently lead customer engagement meetings
• Problem solve to assist and develop responses to customer requests and questions
• 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
• Carefully coordinate project plans and timelines
• Complete required project deliverables
• Participate in transitioning new business wins to Clinical Engineering Services
• All other duties as assigned

Requirements

• 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
• 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
• Strong written, verbal, and presentational communication skills

Qualifications

• Associates degree or equivalent required
• Bachelor's degree preferred
• Preference to Finance, Math, Business, Economics, or demonstrable analytical field

Skills

• Strong problem solving and analytical thinking skills

Benefits

TRIMEDX offers a competitive compensation range of $60,000-$65,000 for this opportunity. The position is Hybrid (a mix of remote & in-office), with the Central (Corporate) Office located on the northwest side of Indianapolis. No relocation is available for this position, and immigration sponsorship is not available.

Pay

$60,000 - $65,000 annually

Schedule

Hybrid (a mix of remote & in-office)

Benefits

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.