Senior Portfolio Analyst/ BA

Apex Systems; Orlando (FL); Hybrid; USD 97,000 - 138,000; Full time

Benefits offered by this job

Health

Dental

Vision

Life Insurance

Short Term Disability

Hospitalization Coverage

Direct Deposit

Weekly Pay Periods

Training and Development Programs

401k

Referral Program

Job summary

Apex Systems, a World-Class Technology Solutions Provider, is seeking a Portfolio Manager for a hybrid role in Orlando, FL. This 12-month contract role focuses on forecast planning, capacity planning, and long-term investment planning across a large technology portfolio.

You will partner with Finance, Product, Project, and Technology teams, delivering portfolio reporting and leadership insights. The position demands Excel mastery, SDLC understanding, and the ability to manage competing

Qualifications

• 5+ years of portfolio, financial planning or project management experience.
• Expert-level Microsoft Excel skills.
• Experience with project planning, resource/capacity planning, issue management.
• Understanding of the software development lifecycle (SDLC).
• Experience partnering with both technical and non-technical teams.
• Strong business communication, writing, negotiation, and influencing skills.
• Bachelor's degree or equivalent relevant experience.
• Ability to manage competing priorities in a fast-paced environment.

Responsibilities

• Own forecast planning across a large-scale technology portfolio.
• Partner with Finance on variance analysis, monthly and quarterly close activities, and financial updates.
• Analyze and resolve forecast and planning variances across project and product teams.
• Develop and maintain reporting for capacity planning, prioritization, and forecast rationalization.
• Support long-term, annual capital, and operating planning activities.
• Maintain accurate portfolio data within the Project Portfolio Management (PPM) system.
• Identify and elevate portfolio risks, impacts, and opportunities.
• Prepare reporting and presentations for leadership.

Skills

Portfolio management

Financial planning

Project management

Excel

SDLC understanding

Stakeholder communication

Education

Bachelor's degree

Tools

PPM software

Job description

Job Description

Apex Systems, a World-Class Technology Solutions Provider, is seeking applicants for the below position on behalf of our client. Job#: 3058089

Position

Portfolio Manager

Location

Orlando, FL - Hybrid

Duration

12-month contract + potential extensions and/or conversion to full time with the client

Pay Rate Range

up to $85.00/hour depending on skills and experience

Project Description

Seeking an experienced Portfolio Manager to support a large-scale, product-centric technology portfolio. This role will drive financial and portfolio planning activities, including forecasting, capacity planning, prioritization, and long-term investment planning. The Portfolio Manager will partner closely with Finance, Product, Project, and Technology teams and provide portfolio reporting and insights to leadership.

Day to Day Responsibilities/typical day look like

• Own forecast planning across a large-scale technology portfolio.
• Partner with Finance on variance analysis, monthly and quarterly close activities, and financial updates.
• Analyze and resolve forecast and planning variances across project and product teams.
• Develop and maintain reporting for capacity planning, prioritization, and forecast rationalization.
• Support long-term, annual capital, and operating planning activities.
• Maintain accurate portfolio data within the Project Portfolio Management (PPM) system.
• Identify and elevate portfolio risks, impacts, and opportunities.
• Prepare reporting and presentations for leadership.

Selling Points for Candidates

• High-visibility role supporting a large-scale technology portfolio.
• Exposure to strategic financial planning, portfolio prioritization, and executive-level reporting.
• Opportunity to collaborate across Finance, Product, Project Management, and Technology organizations.

Requirements

• 5+ years of related portfolio, financial planning, project management, or similar experience.
• Expert-level Microsoft Excel skills.
• Experience with project planning, resource/capacity planning, issue management, and organizational change.
• Understanding of the software development lifecycle (SDLC).
• Experience partnering with both technical and non-technical teams.
• Strong business communication, writing, negotiation, and influencing skills.
• Ability to manage competing priorities in a fast-paced environment.
• Proactive and resourceful approach to identifying and resolving issues.
• Bachelor's degree or equivalent relevant experience.

Plusses

• Experience with Project Portfolio Management (PPM) software.
• Experience supporting large-scale technology or product portfolios.
• Experience with capital, operating, and long-term financial planning.

Benefits - Contract Employee of Apex Systems

• Health
• Dental
• Vision
• Life Insurance; Short Term Disability
• Hospitalization Coverage
• Direct Deposit
• Weekly Pay Periods
• Training and Development Programs
• 401k
• Referral Program

Benefits Overview

Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Equal Opportunity Employer

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

ADA Accommodation

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.