Senior Portfolio Analyst - Hybrid, Forecast & Strategy

Software Resources, Inc.; Orlando (FL); Hybrid; USD 85.000 - 125.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Excel

Portfolio management

Stakeholder communication

Ausbildung

Bachelor's degree or 17 years relevant experience

Tools

PPM software

Jobbeschreibung

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.