Portfolio Analyst

About the role

The Portfolio Analyst role involves managing and tracking project financials, coordinating the tracking and reporting of technology project financials across multiple teams, monitoring financial performance, preparing detailed monthly project forecasts, conducting project review meetings, handling financial processes, understanding and working with general ledger and journal entries, identifying and defining solutions for emerging issues, assisting with vendor engagement and contract monitoring processes.

Responsibilities

• Manage and track project financials, including budgets, forecasts, and cost control.
• Cook up 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.

Requirements

• 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.

Qualifications

• 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.
• Strong partnering, influencing, and interpersonal skills.
• Ability to self-manage objectives and handle multiple priorities in a fast-paced environment.

Skills

• Experience: Proven experience managing multiple project financials, priorities, and tasks.
• Technical Skills: Moderate to advanced SAP experience, including pulling reports and exporting data.
• Professional Skills: Advanced MS Excel skills, including VLookup, Pivot Tables, modeling, report building, SUMIFs, IF formulas, and HLookup.
• Understanding of the overall project execution process, including budgeting and forecasting.

Benefits

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. 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.