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TRIMEDX · 18 hours ago

Portfolio Analyst

positionColumbus, IN
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$60K/yr - $65K/yr
date2+ years exp
TRIMEDX is committed to serving clients, patients, and communities with care and performance. The Portfolio Analyst collaborates with various teams to support service programs, manage customer contracts, and provide financial analysis for growth opportunities.
FinanceHealthcareHospitalAsset ManagementHealth Care
badNo H1Bnote

Responsibilities

Provide timely and accurate quarterly price adjustments
Lead account review and pricing efforts
Develop accurate customer budget forecasts
Work with Contract Management and F&A for contract renewal and contract linking support
Conduct program analysis to provide accurate sales quotes
Assist in data analysis and inventory reconciliation
Support the management of customer contracts and required reporting and analysis
Ensure account activities align with customer contract
Independently lead customer engagement meetings
Problem solve to assist and develop responses to customer requests and questions
Under direction from senior leaders, assist in lead special projects designed to improve departmental and inter-departmental process efficiency and effectiveness
Provide analysis on existing service programs
Coordinate project plans and timelines
Provide analysis on existing service programs
Responsible for the completion of required project deliverables
Participate in transitioning new business wins to Clinical Engineering Services
All other duties as assigned

Qualification

Financial analysisData analysisMicrosoft ExcelClient services experienceProject managementCollaborationAttention to detailProblem solvingCommunication skills

Required

Minimum 2 years of experience in a professional client services role
Experience in performing financial or data analysis and assessments
Strong Microsoft Excel skills required; Access skills desired
Ability to work both solo and in a collaborative team format
Ability to create and manage a project plan and a project team
High attention to detail with strong drive for accuracy
Ability to prioritize work and balance multiple projects
Ability to build, establish, and manage collaborative relationships
Excellent problem solving and analytical thinking skills
Strong written, verbal, and presentational communication skills
Associates degree or equivalent required

Preferred

Bachelors degree preferred
Preference to Finance, Math, Business, Economics, or demonstrable analytical field

Company

TRIMEDX

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TRIMEDX is a provider of clinical engineering, medical device cybersecurity and clinical asset management solutions.
dateFounded in 1998
location
Indianapolis, Indiana, USA
people-size1001-5000 employees
web-link
https://trimedx.com/

Funding

Current Stage
Late Stage
Total Funding
$0.2M
2014-01-21Debt Financing· $0.2M

Leadership Team

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Neil de Crescenzo
Chief Executive Officer
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Christopher Dunkerley
CFO
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Recent News

GlobeNewswire
TRIMEDX strengthens TRIMEDX-AIQ™ with agentic AI capital planning and inventory optimization capabilities
2026-01-09
GlobeNewswire
TRIMEDX launches TRIMEDX-AIQ™, an AI-native clinical asset intelligence offering built on the industry’s most extensive repository of medical device data
2025-12-15
TRIMEDX
TRIMEDX named a Top 100 Global Inspiring Workplace in 2025
2025-09-17
Company data provided by crunchbase