Portfolio Coordinator

Evergreen; Dunwoody (GA); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading IT services company in Dunwoody, GA, is looking for a Portfolio Coordinator to support various portfolio services such as financial reporting and resource management. The ideal candidate will have a Bachelor’s degree and relevant experience in project management and financial reporting. This full-time role will involve collaborating with the Portfolio Manager and other teams to ensure smooth operations and reporting across accounts. Strong communication and organizational skills are essential.

Qualifications

• Minimum 2 years of experience in a professional office environment.
• Minimum 1 year of experience with financial reporting.

Responsibilities

• Guide internal teams through the engagement-specific onboarding process.
• Compile and provide reports to stakeholders on a weekly, monthly or quarterly basis.
• Investigate and resolve any timesheet discrepancies.

Skills

Financial reporting

Project management

Stakeholder management

Training and development

Education

Bachelor’s Degree

Job description

The Portfolio Coordinator is responsible for all services related to the portfolio they are assigned to support, at the direction of a Portfolio Manager. A portfolio can range from one large account to multiple smaller account. These services can also vary based on the size and complexity of the account(s) within this portfolio however these are generally focused on our core services which include financial reporting, budget building/tracking, SOW builds/tracking and tracking, and assisting Portfolio Manager.

• Guide internal teams through the engagement-specific onboarding process.
• Place any required client email, laptop & equipment orders as soon as resource access is granted.
• Maintain an asset tracker for any laptops ordered by SOW Managed Services ("SMS") Team.
• Walk new hires through any required laptop setup and required access specific to their team.
• Walk new hires through any required training materials and ensure completion.
• Assist PM with maintaining stakeholder registry and resource tracker on SharePoint.
• Assist PM and Billing Team with any fixed fee auto-adjustments.
• Assist PM, National Account Team, and Account Manager(s) with any QBRs as it relates to SMS data.
• Assist PM with hosting recurring sync(s) with specific contractors/stakeholders.
• Collect and document recurring reporting stats from team leads specific to SLAs.
• Compile and provide reports to stakeholders on a weekly, monthly or quarterly basis.
• Investigate and resolve any timesheet discrepancies.
• Assist PM with building/obtaining signatures for any required Milestone Completion Certificates.
• Track, build, provide, and document any required reporting to clients (LOEs, Accruals, EOMs, burndowns, etc.).
• Tracking terminated worker stats and providing updates to clients when requested.
• Act as an extension of the Portfolio Manager and Account Managers, when needed.
• Flex duties to other portfolios within SMS when necessary. i.e., large hiring groups.
• Partner with PM and Pricing Team to assist with the weekly financial reporting.
• Propose ideas and process templates for the overall SMS vision.
• Assist with ETCs and contribute to internal QBR build and presentation.
• Participate in training and development program(s) in order to increase delivery exposure and build leadership skills.
• All other job duties as assigned

MINIMUM QUALIFICATIONS

• Bachelor’s Degree
• Minimum 2 years experience in a professional office environment
• Minimum 1 year experience with financial reporting

Seniority level

• Associate

Employment type

• Full-time

Job function

• Project Management

Industries

• IT Services and IT Consulting