Portfolio Operations Analyst (Capital Budget, Accounting, Portfolio Management)

Apidel Technologies - Cincinnati, OH

Full-time

Cincinnati, OH

Administrative and Support Services

About the position

The Portfolio Operations Analyst plays a crucial role in managing various functional areas of Portfolio Operations within a product-led organization. This position encompasses responsibilities related to capital allocation, capital budget governance, operating budget governance, capacity management, vendor performance governance, and contracts management. The analyst is expected to embody the company's core values, which include respect, honesty, integrity, diversity, inclusion, and safety. Under the general supervision of a Portfolio Ops Manager and in collaboration with the Principal Portfolio Ops Manager, the analyst will lead and direct activities related to one or more Portfolio Operations functions while also developing expertise in other areas. This role requires a proactive approach to problem-solving and a commitment to driving data-driven decisions that support stakeholders across the organization. The analyst will oversee all aspects of assigned portfolio functional areas, including budgeting (both operational and capital), capacity/resource management, and estimation processes. They will identify and understand the scope of work, organize tasks, and develop a comprehensive delivery plan and approach. Participation in audits and other functionally related activities is also a key component of this role. The analyst must ensure that processes and organizational alignment of portfolio management are achieved and enforced, demonstrating strong analytical, problem-solving, and communication skills to effectively lead discussions with organizational leaders. In addition to these responsibilities, the Portfolio Operations Analyst will be instrumental in fostering a culture of continuous improvement in delivery methodologies and leading large-scale organizational change to address complex problems. Setting target deadlines, monitoring progress, and providing leadership to team members and stakeholders are essential functions of this position. The analyst will also coordinate contract management activities with leaders across the organization as needed, ensuring that all essential job functions are performed effectively, with or without reasonable accommodation.

Responsibilities

• Lead and direct activities related to one or more Portfolio Operations functions while building expertise in other functions.
• Oversee all aspects of assigned portfolio functional areas including budgeting (operational and capital), capacity/resource management, and estimation processes.
• Identify and understand the scope of work, organize tasks, and develop a delivery plan and approach.
• Participate in audits and other functionally related activities.
• Ensure processes and organizational alignment of portfolio management are achieved and enforced.
• Possess strong analytical, problem-solving, and communication skills to lead conversations with leaders across the organization.
• Develop and influence a culture of continuous improvement in delivery methodologies and lead large-scale organizational change.
• Set target deadlines, monitor progress, and summarize task completion.
• Provide leadership for team members and stakeholders, applying conflict resolution skills to resolve portfolio issues.
• Coordinate contract management activities with leaders across the organization.

Requirements

• 3-7 years of overall experience in portfolio operations or related fields.
• Proven track record of delivering objectives on time and within budget.
• Strong problem-solving and organizational skills.
• Excellent communication and presentation skills to effectively convey information to customers and all organizational levels.
• Ability to participate in audits and other functionally related activities.
• Mindset focused on driving data-driven decisions and supporting stakeholders.

Nice-to-haves

• Experience with SDLC Life Cycles.
• Knowledge of Technology Business Management.