Portfolio Analyst-Finance (Indiana: Hybrid/Remote)

The Portfolio Analyst collaborates with the Finance, Contracts Management, Service Operations, and Field Operations teams to support existing clients' service programs. This position is responsible for review and adjustment of contract structures, research, analysis, and pricing of new services, creating client budgets, and generating financial sales support materials for growth opportunities in the assigned operational territory. The Portfolio Analyst will support the management of customer contracts. This role requires frequent interaction with operational management to define, analyze and build the service program. In addition the Portfolio Analyst may be required to present recommendations to the client.

Location: Indianapolis, Indiana; we are seeking candidates currently living in the central Indiana region; within approximately a 70 mile range of Indianapolis. Our Central (Corporate) Office is located on the northwest side of Indianapolis. Position is a hybrid (a mix of remote & in-office, as well as any necessary business travel).

ResponsibilitiesAccount Management Analysis

Provide timely and accurate quarterly price adjustmentsLead account review and pricing effortsDevelop accurate customer budget forecastsWork with Contract Management and F&A for contract renewal and contract linking supportConduct program analysis to provide accurate sales quotesAssist in data analysis and inventory reconciliationSupport the management of customer contracts and required reporting and analysisEnsure account activities align with customer contractIndependently lead customer engagement meetingsProblem solve to assist and develop responses to customer requests and questions

Project Management (Special Projects)

Under direction from senior leaders, assist in lead special projects designed to improve departmental and inter-departmental process efficiency and effectivenessProvide analysis on existing service programs

Project Administration

Coordinate project plans and timelinesProvide analysis on existing service programsResponsible for the completion of required project deliverablesParticipate in transitioning new business wins to Clinical Engineering ServicesAll other duties as assigned.

Skills and Experience

Minimum 2 years of experience in a professional client services roleExperience in performing financial or data analysis and assessmentsStrong Microsoft Excel skills required; Access skills desiredWorkday experience a plusAbility to work both solo and in a collaborative team formatAbility to create and manage a project plan and a project teamHigh attention to detail with strong drive for accuracyAbility to prioritize work and balance multiple projectsAbility to build, establish, and manage collaborative relationshipsExcellent problem solving and analytical thinking skillsStrong written, verbal, and presentational communication skills

Education and Qualifications

Associates degree or equivalent required. Bachelors degree preferred. Preference to Finance, Math, Business, Economics, or demonstrable analytical field.