Portfolio Analyst

Stryker; Newbury; Hybrid; GBP 35,000 - 50,000; Full time

Job summary

A leading medical technology company in Newbury is looking for a Portfolio Analyst. In this role, you will manage usage-based finance agreements, analyze sales data, and ensure compliance while supporting revenue growth initiatives. The ideal candidate will have a bachelor's degree, 2+ years in accounting or finance, and strong analytical and communication skills. This position offers hybrid work flexibility and involves some travel.

Qualifications

• 2+ years general accounting, finance, data analytics or related experience.
• Fluency in English is essential.
• Knowledge of US GAAP is preferred.

Responsibilities

• Collect and analyze sales data, prepare reports, and share insights with stakeholders.
• Partner closely with sales teams to monitor contract compliance.
• Prepare monthly reports and reconciliations.

Skills

Analytical skills

Communication skills

Attention to detail

Organization skills

Critical thinking

Education

Bachelor’s degree

Job description

Overview

Work Flexibility: Hybrid

As Portfolio Analyst, you will play a key role in managing a portfolio of usage-based finance agreements. You will work closely with the Flex Financial Analyst, sales teams, and cross-functional stakeholders to ensure contract compliance and provide insights that support revenue growth. You will gain exposure to multiple functions by working closely with local country finance teams, the Poland Finance Center, and divisional finance. Critical thinking, strong analytical skills, and the ability to communicate financial information in a clear, concise way are essential. You will independently handle complex tasks and contribute to continuous improvements of our processes, while supporting the broader team’s initiatives.

Who we want

• Organized communicators. People who are detail-oriented and able to clearly communicate information to business partners.
• Relationship builders. People who build and leverage cross-functional relationships through strong interpersonal skills and collaboration to achieve results.
• Critical thinkers. People who naturally see opportunities to develop and optimize work processes – finding ways to simplify, standardize and automate.

What you will do

• Collect and analyze sales data, prepare reports, and share insights with stakeholders
• Partner closely with our sales teams to monitor contract compliance
• Track Supplier Equipment and Product Placement Agreements
• Prepare and distribute compliance reports
• Calculate and monitor customer performance in line with contract terms
• Identify shortfalls and support the true-up billing process
• Prepare monthly reports and reconciliations

What you will need

• Bachelor’s degree
• 2+ years general accounting, finance, data analytics or related experience
• Fluency in English
• Strong analytical, problem-solving, and critical thinking skills
• Excellent verbal and written communication skills
• High attention to detail and strong organization/time management skills
• Knowledge of US GAAP (preferred)

Travel Percentage: 10%