AdventHealth · 1 day ago

Portfolio Management Analyst II

Orlando, FL

Full-time

Remote

Entry, Mid Level

2+ years exp

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Responsibilities

Responsible for the use, implementation, and refinement of tools and processes to track the overall coordination, execution, and completion of projects ensuring consistency with the strategy, commitments and goals of the AdventHealth Research Institute.

Collects and reviews both operational and financial data sets with the goal of ensuring effective and efficient use of resources that supports the financial and strategic business objectives and priorities.

Serves as a liaison between Research Services, financial, and operational teams, tracking project tasks and resource requirements, monitoring and reporting on the progress of projects.

Facilitates training of colleagues on portfolio management tools and contributes to process improvement activities.

Refines systems and tools to track and review key performance indicators (KPI) critical for maintenance of the portfolio.

Responsible for weekly auditing of portfolio management tools for quality of data ensuring portfolio projects are categorized and assigned correctly.

Maintains records of historical KPI.

Analyzes when metrics are not met and provides recommendations for realignment.

Responsible for collaborating with AHRI managers on project management activities including study intake, study execution, and status reporting.

Develops customized project portfolio reports and presentations that depicts the health and direction of the portfolio.

Presents and shares analyzed portfolio information in regular and quarterly portfolio meetings.

Collaborates with Research Services, Clinical Operations and Research Finance teams to support the business financial objectives, including obtaining and reviewing study information to improve the accuracy and timeliness of study-related accruals and yearly department budgeting.

Collaborates with Clinical Operations Managers and Physician Scientists to develop project level forecasting of resources.

Proactively identifies and reports on anticipated resourcing gaps along with proposed mitigation strategies.

Responsible for reporting of Physician Scientist’s research participation, execution of projects, and financials.

Facilitates tracking of funds in the AdventHealth Foundation, supporting the appropriate use of funds per donor intent and the invoicing process in conjunction with Research Finance.

Facilitates in the improvement of standardized processes for when and how to review the portfolio of projects.

Analyzes and evaluates metrics to create predictable project execution.

Provides tailored training for interdisciplinary colleagues on portfolio management tools, standards, and best practices.

Performs other duties as assigned.

Qualification

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Portfolio & Program ManagementOperational AnalyticsProject ManagementFinancial AnalysisProject ForecastingKPI AnalysisPMI CertificationResearch Administration CertificationCollaboration Skills

Required

Associates degree in medical, scientific, healthcare, finance, business administration or related field with minimum five years of work-related experience managing projects

OR Bachelor’s degree in medical, scientific, healthcare, finance, business administration or related field with minimum two years of work-related experience managing projects

Experience managing projects with multiple resources assigned and project durations of at least one year