Portfolio Operations Specialist Level 1

Apidel Technologies
Blue Ash, OH

Job Description
Responsible for 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 Lead and in conjunction with the Principal Portfolio Lead, direct activities related to one or more Portfolio Operations function while also building expertise in other functions.

The Functional Areas Include:

Project time tracking
Processing of purchase orders and invoicing
Operating budgets
Capital budgets
Contract management
Capacity / Resource planning
Estimating for business cases

Minimum Position Qualifications:

2-5 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 with the organization
Should be able to participate in audits and other functionally related activities
Should develop a mindset of driving data driven decisions and support other stakeholders in the same as well

Key Responsibilities
Placing Coupa purchase orders and processing invoicing for projects
Working in Clarity (or ability to learn system) to assist with resource and project updates for project and time management
Ability to work well in Excel and Power Point
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

Posted 2026-07-31

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