Portfolio Analyst

TRIMEDX • Indianapolis, IN

3d • $60,000 - $65,000 • Hybrid

About The Position

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 I 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.

Requirements

• 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

Nice To Haves

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

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.

Benefits

• We embrace people’s differences which include age, race, color, ethnicity, gender, gender identity, sexual orientation, national origin, education, genetics, veteran status, disability, religion, beliefs, opinions and life experiences.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree