Portfolio Operations Specialist (Remote Optional)

Job Description

An employer is looking for a Portfolio Operations Specialist for an on-site, contract-to-hire opportunity in the Cincinnati, Ohio area. The client is a large retailer, and the Portfolio Ops Specialist will be responsible for managing one or more functional areas of Portfolio Operations within a product led organization that include the following but not limited to capital allocation, capital budget governance, operating budget governance, capacity management, vendor performance governance and contracts management.

Under general supervision of a Portfolio Ops Manager and in conjunction with the Principal Portfolio Ops Manager, lead and direct activities related to one or more Portfolio Operations function while also building expertise in other functions.

Key Responsibilities:

• Oversee all aspects of assigned portfolio functional area

• Responsible for identifying, understanding scope of work, organization of work and developing delivery plan and approach

• Participate in audits and other functionally related activities.

• Lead and manage conversations with leaders across the organization as needed

• Develop a mindset of driving data driven decisions and support other stakeholders in likewise skill development

• Influence the culture of continuous improvement of delivery methodologies and effectively lead large scale organization

• Set target deadlines and clear predictability and monitor and summarize progress of tasks

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

• 3-7 years of overall experience (accounting, financial analyst, financial planning, etc):

Managing operating budgets, capital budgets, contract management, capacity/resource planning, estimating for business cases, etc.

• Experience managing large portfolios of both CapEx and OpEx budgets ($70-$100 million+)

• Strong Excel skills

• Excellent communication skills to work closely with vendors, Engineering Managers, etc.

• Should be able to participate in audits and other functionally related activities

• Able to thrive in ambiguity, jump in where needed (help with SOWs, POs, contracts, etc) and work cross-functionally - Bachelor Degree in Finance, Accounting or similar

• IT industry experience (public accounting for a software company, etc.)