Mindlance · 16 hours ago
Portfolio Analyst
United States
Full-time
Remote
Entry, Mid LevelMindlance is looking for a Portfolio Analyst who will be responsible for completing monthly financial and forecasting processes for PO&T IT. The role involves tracking accrual completion, managing financial issues, and creating reports to provide insights for the Portfolio Manager.
Human Resources
Responsibilities
The portfolio analyst is responsible for completing monthly financial and forecasting processes for PO&T IT
These include tracking accrual completion, completing mapping for unmapped project & run spend, managing the issue log with finance to ensure timely resolution, creating monthly reports and performing analysis on the data to provide insights to the PO&T IT Portfolio Manager
This person will directly follow up with project/run owners to ensure all timelines are met, variance drivers captured as well as being a point of contact for financial questions from PO&T IT
The portfolio analyst will create a monthly portfolio review update leveraging data from financial systems, Project Managers and System Enhancement owners
This role will also create materials to be leveraged in monthly CIO reviews that cover topics like financials, renewals and portfolio health
This role will support the quarterly rebaseline and annual budgeting process- annual operating plan (AOP)
This role will also support a few key projects as the financial analyst to determine variance reasons and assist with forecast accuracy
Qualification
Required
Experience in financial analysis and forecasting processes
Ability to track accrual completion and manage issue logs
Proficiency in creating monthly reports and performing data analysis
Strong communication skills to follow up with project/run owners
Experience in creating portfolio review updates and materials for CIO reviews
Support for quarterly rebaseline and annual budgeting processes
Ability to assist with key projects as a financial analyst
Company
Mindlance
Mindlance is a Staffing and Recruiting company which provides multi-vertical staffing services
Founded in 1999
1001-5000 employees
H1B Sponsorship
Mindlance has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (71)
2024 (53)
2023 (37)
2022 (72)
2021 (36)
2020 (40)
Funding
Current Stage
Late StageLeadership Team
R
Rajat Paul Dhall
Co-Founder & Managing Director
V
Vik Kalra
Co-Founder and Managing Director
Recent News
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