Portfolio Operations Specialist Level II
Strategic Data Systems, Inc., Cincinnati, OH, United States
Portfolio Operations Specialist Level II
W2 Only - Onsite in Cincinnati, Ohio No Sponsorship Available
Location: Cincinnati, OH (Blue Ash, ONSITE)
Years of Experience: 3-7
Contract Length: 12m contract to hire
Top Skills Background in accounting and/or financial analysis
What You'll Do We are looking for a detail-oriented Portfolio Operations Specialist to join our Portfolio Operations team. In this role, you will support the Portfolio Operations Manager who is responsible to the gap between IT and disciplined financial oversight. The ideal candidate possesses an accounting and financial analysis background, understands contracts and purchasing, and is capable of translating complex operational information into budgets and financial forecasts.
Under general supervision of a Portfolio Operations Manager and in conjunction with the Portfolio Operations Manager, lead and direct activities related to one or more Portfolio functions while also building expertise in other functions.
Functional Areas
Capital and Operating budgets
Financial Analysis of spend including building budgets and forecasts
Contract management including purchasing
Accounting tasks such as accrual management
Estimating for business cases
Minimum Position Qualifications
Background in Accounting and/or Financial Analysis
3-7 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 within the organization
Should be able to participate in other functionally related activities
Strong skills with Microsoft Excel and Co-pilot / Gemini
A mindset of driving data driven decisions and support for other stakeholders
Key Responsibilities
Tracking and reporting on Capital and Opex spend
Performing financial analysis, forecasts and measuring spend to budget
Financial accounting responsibilities including accrual management
Procurement including contract administration, purchase order and invoice management
Influence the culture of continuous improvement of delivery methodologies
Set target deadlines and clear predictability and monitor and summarize progress of tasks
What You'll Get SDS, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.
Competitive base salary
Medical, dental, and vision insurance coverage
Optional life and disability insurance provided
401(k) with a company match and optional profit sharing
Paid vacation time
Paid Bench time
Training allowance offering
You'll be eligible to earn referral bonuses!
#J-18808-Ljbffr
Location: Cincinnati, OH (Blue Ash, ONSITE)
Years of Experience: 3-7
Contract Length: 12m contract to hire
Top Skills Background in accounting and/or financial analysis
What You'll Do We are looking for a detail-oriented Portfolio Operations Specialist to join our Portfolio Operations team. In this role, you will support the Portfolio Operations Manager who is responsible to the gap between IT and disciplined financial oversight. The ideal candidate possesses an accounting and financial analysis background, understands contracts and purchasing, and is capable of translating complex operational information into budgets and financial forecasts.
Under general supervision of a Portfolio Operations Manager and in conjunction with the Portfolio Operations Manager, lead and direct activities related to one or more Portfolio functions while also building expertise in other functions.
Functional Areas
Capital and Operating budgets
Financial Analysis of spend including building budgets and forecasts
Contract management including purchasing
Accounting tasks such as accrual management
Estimating for business cases
Minimum Position Qualifications
Background in Accounting and/or Financial Analysis
3-7 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 within the organization
Should be able to participate in other functionally related activities
Strong skills with Microsoft Excel and Co-pilot / Gemini
A mindset of driving data driven decisions and support for other stakeholders
Key Responsibilities
Tracking and reporting on Capital and Opex spend
Performing financial analysis, forecasts and measuring spend to budget
Financial accounting responsibilities including accrual management
Procurement including contract administration, purchase order and invoice management
Influence the culture of continuous improvement of delivery methodologies
Set target deadlines and clear predictability and monitor and summarize progress of tasks
What You'll Get SDS, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.
Competitive base salary
Medical, dental, and vision insurance coverage
Optional life and disability insurance provided
401(k) with a company match and optional profit sharing
Paid vacation time
Paid Bench time
Training allowance offering
You'll be eligible to earn referral bonuses!
#J-18808-Ljbffr