Portfolio Operations Specialist Level 1

Golden Technology; United States; On-site; USD 70,000 - 90,000; Full time

Job summary

A leading technology company in the United States seeks a Portfolio Operations Specialist responsible for key functional areas including budget governance and vendor management. The ideal candidate will have 2-5 years of experience, strong problem-solving and organizational skills, and proficiency in Excel and PowerPoint. This role demands excellent communication skills and a mindset geared towards data-driven decision making, along with the ability to work well in a team while managing projects effectively.

Qualifications

• 2-5 years of overall experience in portfolio operations.
• Proven track record of delivering objectives on time and within budget.
• Ability to effectively communicate with all organizational levels.

Responsibilities

• Oversee all aspects of assigned portfolio functional area.
• Lead conversations with leaders across the organization as needed.
• Participate in audits and other functionally related activities.

Skills

Problem solving

Organizational skills

Communication skills

Presentation skills

Data-driven decision making

Excel proficiency

PowerPoint proficiency

Tools

Coupa

Clarity

Job description

Job Description

Responsible for functional areas of Portfolio Operations within a product led organization that include the following but not limited to capital allocation, capital budget governance, operating budget governance, capacity management, vendor performance governance and contracts management.

Under general supervision of a Portfolio Ops Lead and in conjunction with the Principal Portfolio Lead, direct activities related to one or more Portfolio Operations function while also building expertise in other functions.

The Functional Areas Include

• Project time tracking
• Processing of purchase orders and invoicing
• Operating budgets
• Capital budgets
• Contract management
• Capacity / Resource planning
• Estimating for business cases

Minimum Position Qualifications

• 2-5 years of overall experience
• Proven track record of delivering objectives on time and within budget
• Proven problem solving and organizational skills
• Excellent communication and presentation skills to effectively communicate information to customers and to all levels with the organization
• Should be able to participate in audits and other functionally related activities
• Should develop a mindset of driving data driven decisions and support other stakeholders in the same as well

Key Responsibilities

• Placing Coupa purchase orders and processing invoicing for projects
• Working in Clarity (or ability to learn system) to assist with resource and project updates for project and time management
• Ability to work well in Excel and Power Point
• Oversee all aspects of assigned portfolio functional area
• Responsible for identifying, understanding scope of work, organization of work and developing delivery plan and approach
• Participate in audits and other functionally related activities.
• Lead and manage conversations with leaders across the organization as needed
• Develop a mindset of driving data driven decisions and support other stakeholders in likewise skill development
• Influence the culture of continuous improvement of delivery methodologies and effectively lead large scale organization
• Set target deadlines and clear predictability and monitor and summarize progress of tasks