Jobs · Finance · North Carolina

Technology Portfolio Reporting & Analytics Lead- Morrisville, NC (Hybrid)

Syneos Health · Morrisville, NC · 1 mo ago
HybridFinance$80k–$140k/yrFull-time

Job Responsibilities

  • Develop and interpret information that supports executive decision-making, policy formulation, growth projections, and portfolio oversight, with a strong focus on technology investments and operational performance.
  • Own the end-to-end reporting and analytics lifecycle, including data sourcing, pipelines, models, dashboards, and access controls, to ensure stable, reliable, and consistent executive reporting outputs.
  • Analyze data from multiple sources to produce a comprehensive view of business, financial, and operational performance on weekly/monthly/quarterly cadences.
  • Create, design, and deliver executive-ready reports, dashboards, and presentations, translating complex data into clear narratives and actionable insights for senior leadership and the Board.
  • Develop recommendations and prepare written and oral presentations that synthesize insights into decisions, highlighting trends, risks, opportunities, and required actions.
  • Evaluate investment performance and ROI, track progress against strategic objectives and forecasts, and identify root causes behind variances and emerging trends.
  • Implement and maintain data, governance, hygiene and quality processes; proactively monitor accuracy, consistency, and reliability of reporting, and drive continuous improvement.
  • Develop performance measurement framework and analytical tools to improve operational efficiency and maximize value realization from technology and operational investments.
  • Coordinate revenue and budgeting processes; establish and maintain high standards for data quality, efficiency, and consistency, and reporting cadence.
  • Establish effective analysis of business trends and end-to-end processes to identify significant variances and underlying drivers, recommend corrective actions to management.
  • Collaborate with business partners and cross-functional teams to define reporting standards, best practices and scalable standard operating procedures.
  • Continuously assess resource utilization and capacity and make data-driven recommendations to ensure an optimal and sustainable support model.
  • Lead analytical and reporting initiatives from concept through execution, coordinating stakeholders and driving measurable outcomes with a proactive, execution-oriented mindset.

Qualifications

  • Bachelor's Degree required.
  • Proven experience analyzing, interpreting, and synthesizing complex data into measurable, actionable insights and recommendations that support leadership decision-making.
  • Strong proficiency in Excel, including analysis of large data sets, with the ability to own and drive independent cross-functional analyses across multiple online and offline data sources.
  • Experience in Operations support or equivalent roles (e.g. Finance, Business Operations, Strategy, Sales, Sales Operations, Account Management, Sales Planning, Ad Operations, or Consulting).
  • Demonstrated ability to prepare and present executive-ready reports, dashboards, ROI analysis, forecasts, trends, and recommendations, with the ability to see beyond the numbers and translate insights into clear narratives.
  • Ability to influence without authority and operate as a trusted advisor to internal partners, including senior and executive-level stakeholders.
  • Project management experience, including establishing a project vision, coordinating cross-functional partners, and driving work from concept through execution.
  • Strong organizational and prioritization skills; highly accountable and detail-oriented, with the ability to manage multiple projects and ad-hoc requests simultaneously.
  • Demonstrated ability to consistently deliver quality outputs in a fast-paced, and sometimes ambiguous environment, work to tight deadlines.
  • Exceptional written, oral, and visual communication skills, with comfort communicating complex information to executive and Board-level audiences.
  • Strong interpersonal skills and ability to work independently, take initiative, and exercise sound judgement.
  • Familiarity with data governance, data quality, and controls, ensuring accuracy, consistency, and reliability of reporting.

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