Senior Portfolio Analyst

Software Resources, Inc.; Orlando (FL); Ibrido; USD 85.000 - 125.000; Tempo pieno

Descrizione del lavoro

SRI Resources in Orlando, FL is seeking a Senior Portfolio Analyst to drive a product-centric portfolio and support annual and long-term capital and expense planning. The role emphasizes forecasting, capacity planning, and executive-level reporting in a hybrid environment.

You will partner with finance, product, and technical teams to manage risk, optimize prioritization, and deliver capacity and financial analyses for strategic initiatives.

Competenze

• Minimum of 5 years of related work experience.
• Expert level skills in Excel. Experience with PPM software is preferred.
• Thrive in a fast-paced environment and able to balance and shift gears while maintaining a good sense of humor.
• Proficient in project management basics: planning, resource planning, issue management, and organizational change.
• Understanding of the software development lifecycle.
• Experience partnering with multiple creative and technical teams.
• Excellent business communication, writing, and interpersonal skills.
• Proactive and resourceful when handling issues
• Excellent negotiation and influencing skills.

Mansioni

• Own the project forecast planning for large scale portfolio.
• Partner with Finance to provide cause for change variances and assist in close procedures.
• Consolidate and communicate with project, product, and portfolio teams to resolve variances.
• Gather, analyze, and maintain reports for capacity planning, forecast rationalization and priorities.
• Provide results for Long-Term Plan, Annual Capital Plan, and Annual Operating Plan.
• Support inputs within the PPM system.
• Develop effective partnerships across departments.

Conoscenze

Excel

Portfolio management

Stakeholder communication

Formazione

Bachelor's degree or 17 years relevant experience

Strumenti

PPM software

Descrizione del lavoro

SRI Resources has an immediate, long term contract job opportunity for a Senior Portfolio Analyst with a major corporation in Orlando, FL. Position is hybrid.

Description

As a Portfolio Manager, you will drive a product centric portfolio, supporting strategic roadmap of annual and long-term capital and expense plans. You will also focus on portfolio forecast planning, capacity planning, and prioritization. You will maintain reports and presentations for executive level communications and anticipate risks, impacts, and opportunities within the portfolio. This is a highly collaborative role where partnership with many technical and non-technical teams is essential.

Responsibilities of the Role:

• Own the project forecast planning for large scale portfolio.
• Partner with Finance to provide cause for change variances, assist in monthly/quarterly close procedures, and monthly/quarterly updates.
• Consolidate, communicate, and partner with project, product, and portfolio teams to resolve variances across the planning cycle, escalating risk when necessary.
• Gather, analyze, and maintain reports for capacity planning, forecast rationalization and priorities.
• Provide results for key financial activities such as Long-Term Plan, Annual Capital Plan, Annual Operating Plan.
• Support accurate inputs within the Project Portfolio Management (PPM) system.
• Develop effective partnerships and collaborate with leads across departments.

Qualifications:

• Minimum of 5 years of related work experience
• Expert level skills in Excel. Experience with PPM software is preferred.
• Thrive in a fast-paced environment and able to balance and shift gears while maintaining a good sense of humor.
• Proficient in the basics of project management such as project planning, resource planning, issue management, and organizational change.
• Understanding of the software development lifecycle
• Experience partnering with multiple creative and technical teams.
• Excellent business communication, writing, and interpersonal skills.
• Proactive and resourceful when handling issues
• Excellent negotiation and influencing skills.

Required Education:

Bachelor's or 17 years relevant experience

About SRI Resources

SRI Resources, founded more than 3 decades ago, is a trusted staffing partner specializing in Technology (IT, Creative, & Marketing), Finance, & Accounting placements. We work with companies nationwide that need skilled professionals and connect them with candidates like you looking for the right opportunity.

We are always looking for professionals at all experience levels and in various specialties to meet our clients' hiring needs. As a member of our team, you will have access to benefits including medical, dental, and vision coverage, a 401(k) with company match, short-term disability, life insurance with AD&D.

• benefits including medical, dental, and vision coverage, a 401(k) with company match, short-term disability, life insurance with AD&D.