Value Management & Financial Operations Lead

Jobgether SRL; United States; Remote; USD 115,000 - 158,000; Full time

Benefits offered by this job

Fully remote position with ET hours

Competitive compensation and bonus

Job summary

Jobgether SRL is seeking a remote Senior Financial Portfolio Manager to oversee financial operations for a portfolio of initiatives. You will lead budgeting, forecasting, invoicing, and spend tracking while developing portfolio-level reports and dashboards for visibility into spending and forecast accuracy.

You will partner with business, finance, technology, and operations leaders to build business cases and strategic funding recommendations, ensuring value realization and alignment with

Qualifications

• Bachelor's degree in finance, accounting, business administration, economics, operations or equivalent experience.
• 5+ years in financial planning, budgeting, forecasting, or business operations.
• Experience building business cases and evaluating investments.
• Ability to analyze and communicate financial metrics to guide decisions.

Responsibilities

• Lead financial operations across a portfolio of initiatives, overseeing budgets, planning, forecasting, invoicing, and tracking expenditures.
• Develop portfolio-level financial reports, scorecards, and dashboards to show spending, forecast accuracy, and investment outcomes.
• Partner with business, finance, technology, and operations leaders to develop business cases and strategic funding recommendations.
• Identify and monitor value of strategic initiatives, aligning investments with outcomes.
• Improve measurement of benefits realization and reporting on value delivered.
• Support portfolio governance, funding reviews, and strategic resource allocation.
• Analyze performance trends, identify risks/opportunities, and recommend corrective actions.
• Communicate portfolio performance and forecasts to senior leadership with actionable presentations.
• Exercise independent judgment to address complex financial and operational challenges.
• Drive continuous improvement in financial operations and portfolio oversight.

Skills

Financial analysis

Budgeting & forecasting

Data-driven decision making

Stakeholder management

Cross-functional leadership

Executive communication

Excel

PowerPoint

Independent judgment

Process improvement

Education

Bachelor's degree in finance, accounting, business administration, economics, operations

MBA

CPA

PMP

Tools

Microsoft Excel

PowerPoint

Job description

Accountabilities

• Lead financial operations across a portfolio of initiatives, overseeing operational budgets, financial planning, forecasting, invoicing, and expenditure tracking.
• Develop and maintain portfolio-level financial reports, performance scorecards, and analytical dashboards to provide clear visibility into spending, forecast accuracy, and investment outcomes.
• Partner with business, finance, technology, and operational leaders to develop business cases, assess investment opportunities, and formulate strategic funding recommendations.
• Identify, quantify, and monitor the expected financial and operational value of strategic initiatives, ensuring alignment between investment commitments and anticipated business outcomes.
• Establish and improve processes for measuring benefits realization, tracking expected versus actual results, and reporting on value delivered.
• Support portfolio governance activities, including investment prioritization, funding reviews, financial evaluations, and strategic resource allocation.
• Analyze financial and operational performance trends, identify risks and opportunities, and recommend corrective actions to improve efficiency and maximize returns.
• Communicate portfolio performance, investment assessments, financial forecasts, and realized value to senior leadership and key stakeholders through clear, actionable presentations.
• Exercise independent judgment when addressing complex financial and operational challenges, ensuring financial decisions support broader organizational priorities.
• Drive continuous improvement across financial operations, value management frameworks, reporting processes, and portfolio oversight practices.

Requirements

• Bachelor's degree in finance, accounting, business administration, economics, operations, or a related field, or at least seven years of relevant experience in healthcare, finance, operations, strategy, or portfolio management.
• Five or more years of experience in financial planning, budgeting, forecasting, or business operations.
• Demonstrated experience developing business cases, evaluating investment opportunities, and supporting strategic financial decisions.
• Proven ability to analyze, interpret, and communicate financial and operational performance metrics to guide business decisions.
• Experience leading complex, cross-functional initiatives and coordinating stakeholders across business, technology, finance, and operational teams.
• Advanced proficiency in Microsoft Excel and PowerPoint, including financial modeling, data analysis, and executive-level presentation development.
• Strong analytical and problem-solving abilities, with the capacity to translate complex financial information into practical recommendations.
• Excellent communication and stakeholder management skills, including the ability to present findings and recommendations confidently to senior leadership.
• Ability to work independently, exercise sound judgment, manage competing priorities, and operate effectively with minimal supervision.

Preferred qualifications:

• Experience supporting large-scale healthcare, technology, or business transformation portfolios.
• Background in value management, portfolio management, or benefits realization, including measuring and reporting on the outcomes of strategic investments.
• Experience preparing executive-level presentations, financial analyses, and recommendations for leadership reviews.
• Familiarity with healthcare payer operations, Stars programs, risk adjustment, clinical data exchange, or technology portfolios.
• An MBA, CPA, PMP, or comparable advanced degree or professional certification.

Remote work requirements:

• Ability to work remotely from a dedicated, interruption-free workspace that safeguards confidential and protected health information.
• Reliable internet connectivity with a minimum download speed of 25 Mbps and upload speed of 10 Mbps.
• Availability to work primarily during Eastern Time business hours, with some flexibility depending on location and operational needs.
• Willingness to travel occasionally to designated offices for meetings, training, and collaboration.

Benefits

• Competitive annual salary: $115,200–$158,400, depending on experience, qualifications, skills, certifications, and geographic location.
• Performance-based bonus: Eligibility for an incentive plan based on individual and/or organizational performance.
• Remote work flexibility: Fully remote position with core working hours aligned to Eastern Time.
• Comprehensive healthcare coverage: Medical, dental, and vision insurance.
• Retirement benefits: Access to a 401(k) retirement savings plan.
• Paid time off: Paid leave, company holidays, and personal holidays.
• Family-friendly leave: Paid parental and caregiver leave.
• Insurance protection: Short-term and long-term disability coverage and life insurance.
• Professional development: Opportunities to strengthen expertise in financial strategy, portfolio governance, investment evaluation, and value realization.
• Strategic exposure: Direct collaboration with business and technology leaders, contributing to high-impact investment decisions and organizational priorities.
• Work-life well-being: Benefits and resources designed to support employees' overall health, financial wellness, and personal commitments.

Application deadline: October 17, 2026.