Lead Portfolio Analyst - Provider Solutions

$126,000 - $210,000/Yr

McKesson - The Woodlands, TX

Full-time - Mid Level

The Woodlands, TX

1-10 employees

Merchant Wholesalers, Nondurable Goods

About the position

The Sr. Portfolio Analyst at McKesson is responsible for creating data-driven insights that communicate the value and status of the portfolio. This role is crucial for driving strategic decision-making, optimizing portfolio performance, and providing executive updates to senior management, ensuring alignment with organizational strategy.

Responsibilities

• Establish and enforce project approval processes and guidelines.
• Prioritize projects based on strategic objectives, resource availability, and business impact.
• Oversee business operations functions to ensure smooth operations and adherence to established processes.
• Perform Project and Program Management functions.
• Evaluate portfolio performance against key metrics and benchmarks.
• Develop and implement a system for tracking and reporting on objectives and key results.
• Monitor progress towards OKRs and provide regular updates to stakeholders.
• Identify deviations from set objectives and collaborate with cross-functional teams to address them.
• Monitor resource utilization and allocation across projects.
• Ensure efficient utilization of resources and propose adjustments when necessary.
• Track project financials, including budgeting, forecasting, and cost control.
• Provide accurate and timely financial reports to stakeholders.
• Prepare and deliver regular executive-level reports on project progress, status, and performance.
• Present key findings, insights, and recommendations to senior management and stakeholders.
• Collaborate with project managers and team leads to gather relevant information for executive updates.
• Continuously evaluate and improve portfolio management processes and methodologies.
• Identify opportunities to enhance data collection, analysis, and reporting capabilities.
• Collaborate with cross-functional teams to implement tools and systems that streamline data management and reporting.
• Stay updated with industry best practices and emerging trends in portfolio management and data analysis.

Requirements

• Bachelor's degree in business, finance, or a related field.
• Proven experience in portfolio management, project management, or a similar role.
• 5+ years of experience in data analysis, visualization, and storytelling.
• Excellent analytical and problem-solving skills.
• Strong communication and interpersonal skills to collaborate with cross-functional teams.
• Ability to work with minimal direction in a fast-paced, continuously evolving environment.

Nice-to-haves

• Proficiency in using project management tools and software.
• Strong understanding of project management methodologies and best practices.
• Detail-oriented with a focus on accuracy and quality.
• Ability to work under pressure and meet tight deadlines.
• Knowledge of the healthcare industry or experience in IT project management within a healthcare organization is preferred.
• Knowledge of financial and investment concepts is preferred.

Benefits

• Competitive compensation package including base pay and potential bonuses.
• Annual bonus or long-term incentive opportunities may be offered.