Portfolio Administrator - Capital Finance

VB Spine, LLC•Leesburg, VA

2d•$95,000 - $120,000

About The Position

Administer and maintain a portfolio of financed capital and usage-based agreements, tracking customer utilization, performance metrics, and contractual compliance against agreed thresholds. Monitor contract milestones, expirations, renewals, amendments, and ensure data integrity across CRM, contract management, and financial systems. Analyze usage data to evaluate portfolio performance, identify under-utilization risks, revenue realization variances, and prepare regular performance reports, dashboards, and customer-facing reporting (including automation where possible). Support forecasting, scenario analysis, billing accuracy, revenue recognition, and audit readiness in partnership with Finance. Flag at-risk accounts for non-compliance, underperformance, or financial exposure, and assist in remediation, contract enforcement, restructuring, or escalation. Collaborate cross-functionally with Sales, Account Management, Contracts, Legal, and external teams to resolve discrepancies, interpret terms, validate asset status, and support internal reviews on asset productivity and return on invested capital. Contribute to process improvements by refining portfolio tracking tools, controls, workflows, and ensuring adherence to internal policies, SOX controls, and regulatory requirements.

Requirements

Bachelor’s degree in Business, Finance, Accounting, Operations, or a related field (MBA is a plus).
2–5 years of experience in portfolio administration, finance operations, contract management, commercial operations, or similar roles.
Experience working with financed assets, leasing, capital equipment, or usage-based agreements (preferred in medical device, healthcare, or equipment finance contexts).
Strong analytical skills with the ability to interpret utilization and performance data from large datasets.
Proficiency in Excel; experience with CRM (e.g., Salesforce) and financial/ERP systems.
High attention to detail, strong organizational and time-management skills, ability to manage multiple priorities simultaneously.
Clear written and verbal communication, problem-solving mindset, and comfort identifying/ mitigating risks.
Up to 10% travel may be required.

Nice To Haves

MBA is a plus
Experience working with financed assets, leasing, capital equipment, or usage-based agreements (preferred in medical device, healthcare, or equipment finance contexts).

Responsibilities

Administer and maintain a portfolio of financed capital and usage-based agreements, tracking customer utilization, performance metrics, and contractual compliance against agreed thresholds.
Monitor contract milestones, expirations, renewals, amendments, and ensure data integrity across CRM, contract management, and financial systems.
Analyze usage data to evaluate portfolio performance, identify under-utilization risks, revenue realization variances, and prepare regular performance reports, dashboards, and customer-facing reporting (including automation where possible).
Support forecasting, scenario analysis, billing accuracy, revenue recognition, and audit readiness in partnership with Finance.
Flag at-risk accounts for non-compliance, underperformance, or financial exposure, and assist in remediation, contract enforcement, restructuring, or escalation.
Collaborate cross-functionally with Sales, Account Management, Contracts, Legal, and external teams to resolve discrepancies, interpret terms, validate asset status, and support internal reviews on asset productivity and return on invested capital.
Contribute to process improvements by refining portfolio tracking tools, controls, workflows, and ensuring adherence to internal policies, SOX controls, and regulatory requirements.