Portfolio Analyst
Suna Solutions, Santa Fe Springs, CA, United States
The Portfolio Analyst supports strategic portfolio decision-making through detailed SKU-level performance analysis, data management, and structured reporting. This role plays a critical part in portfolio governance by ensuring data accuracy, coordinating cross-functional inputs, and supporting monthly portfolio review processes. The ideal candidate will deliver reliable insights in a fast-paced and evolving business environment.
Key Responsibilities
Analyze SKU-level performance, including sales, margin, and velocity, to identify risks such as slow-moving inventory and margin erosion
Conduct structured analyses (e.g., ABC analysis, scorecards) to support SKU evaluation and portfolio optimization (Grow, Maintain, Exit)
Maintain portfolio master data, including SKU mapping and category tagging, ensuring consistency across systems and channels
Develop and manage dashboards and recurring reports to support performance tracking and decision-making
Prepare and present monthly portfolio review materials for cross-functional stakeholders
Evaluate product mix to identify concentration risks (e.g., supplier or category dependency) and inefficiencies
Monitor market trends and competitive landscape to identify portfolio gaps and opportunities
Support portfolio governance by preparing data and materials for cross-functional reviews
Collaborate with Product, Finance, Sales, and Supply Chain teams to align on portfolio strategy, inventory, and procurement priorities
Education & Experience
Bachelor’s degree in marketing, Business Analytics, Economics, or a related field required
Minimum of 3 years of relevant experience, preferably within the food manufacturing or distribution industry
Experience working cross-functionally with Purchasing, Sales, and Warehouse Operations
Hands‑on experience with SKU lifecycle management, including product launches and exits
Technical Skills
Advanced proficiency in Microsoft Excel (e.g., VLOOKUP, pivot tables, complex formulas)
Experience with Business Intelligence tools such as Power BI or Tableau
Strong understanding of financial metrics, including Sales, Margin, and COGS
Familiarity with SQL or other data querying tools (preferred)
Proven ability to manage recurring reporting cycles with accuracy and efficiency
Core Competencies
Analytical Rigor: High attention to detail when working with large datasets
Data Translation: Ability to convert complex data into clear, actionable insights
Strategic Thinking: Connect SKU-level performance to overall portfolio health
Problem‑Solving: Break down complex problems and identify meaningful trends
Commercial Awareness: Understanding of product lifecycle, margin leakage, and cost drivers
Agility & Initiative: Ability to thrive in fast‑paced environments with evolving priorities
Adaptability: Quickly adjust forecasts and priorities based on market changes
Integrity: Maintain confidentiality and uphold high ethical standards
EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Suna Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state, and federal laws.
REQUESTING AN ACCOMMODATION Suna Solutions is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Suna Solutions and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Suna Solutions and have accommodation needs for a disability or religious observance, please call us at 1 (888) 223-4788, send us an email or speak with your recruiter.
PAY TRANSPARENCY POLICY STATEMENT Compensation for roles at Suna Solutions varies depending on a wide array of factors including but not limited to the specific client, office or remote location, role, skill set and level of experience. As required by local law, Suna Solutions provides a reasonable pay scale to include the hourly or salary range that Suna Solutions reasonably expects to pay for roles that may be hired in California, Colorado, New York City or Washington.
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Key Responsibilities
Analyze SKU-level performance, including sales, margin, and velocity, to identify risks such as slow-moving inventory and margin erosion
Conduct structured analyses (e.g., ABC analysis, scorecards) to support SKU evaluation and portfolio optimization (Grow, Maintain, Exit)
Maintain portfolio master data, including SKU mapping and category tagging, ensuring consistency across systems and channels
Develop and manage dashboards and recurring reports to support performance tracking and decision-making
Prepare and present monthly portfolio review materials for cross-functional stakeholders
Evaluate product mix to identify concentration risks (e.g., supplier or category dependency) and inefficiencies
Monitor market trends and competitive landscape to identify portfolio gaps and opportunities
Support portfolio governance by preparing data and materials for cross-functional reviews
Collaborate with Product, Finance, Sales, and Supply Chain teams to align on portfolio strategy, inventory, and procurement priorities
Education & Experience
Bachelor’s degree in marketing, Business Analytics, Economics, or a related field required
Minimum of 3 years of relevant experience, preferably within the food manufacturing or distribution industry
Experience working cross-functionally with Purchasing, Sales, and Warehouse Operations
Hands‑on experience with SKU lifecycle management, including product launches and exits
Technical Skills
Advanced proficiency in Microsoft Excel (e.g., VLOOKUP, pivot tables, complex formulas)
Experience with Business Intelligence tools such as Power BI or Tableau
Strong understanding of financial metrics, including Sales, Margin, and COGS
Familiarity with SQL or other data querying tools (preferred)
Proven ability to manage recurring reporting cycles with accuracy and efficiency
Core Competencies
Analytical Rigor: High attention to detail when working with large datasets
Data Translation: Ability to convert complex data into clear, actionable insights
Strategic Thinking: Connect SKU-level performance to overall portfolio health
Problem‑Solving: Break down complex problems and identify meaningful trends
Commercial Awareness: Understanding of product lifecycle, margin leakage, and cost drivers
Agility & Initiative: Ability to thrive in fast‑paced environments with evolving priorities
Adaptability: Quickly adjust forecasts and priorities based on market changes
Integrity: Maintain confidentiality and uphold high ethical standards
EQUAL EMPLOYMENT OPPORTUNITY STATEMENT: Suna Solutions provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state, and federal laws.
REQUESTING AN ACCOMMODATION Suna Solutions is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Suna Solutions and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Suna Solutions and have accommodation needs for a disability or religious observance, please call us at 1 (888) 223-4788, send us an email or speak with your recruiter.
PAY TRANSPARENCY POLICY STATEMENT Compensation for roles at Suna Solutions varies depending on a wide array of factors including but not limited to the specific client, office or remote location, role, skill set and level of experience. As required by local law, Suna Solutions provides a reasonable pay scale to include the hourly or salary range that Suna Solutions reasonably expects to pay for roles that may be hired in California, Colorado, New York City or Washington.
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