Portfolio Analyst

TRIMEDX•Indianapolis, IN

7d•$60,000 - $65,000•Hybrid

About The Position

If you are wondering what makes TRIMEDX different, it's that all of our associates share in a common purpose of serving clients, patients, communities, and each other with equal measures of care and performance. Everyone is focused on serving the customer and we do that by collaborating and supporting each other Associates look forward to coming to work each day Every associate matters and makes a difference It is truly a culture like no other — We hope you will join our team! Find out more about our company and culture here. 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 I may be required to present recommendations to the client. Location: Indianapolis, Indiana; candidates must currently reside in the central Indiana region within a 70 mile radius of CO. Our CO - Central (Corporate) Office - is located on the northwest side of Indianapolis. This position is Hybrid (a mix of remote & in-office). Relocation is not available for this position Immigration sponsorship not available for this position Pay Range: Applicants can expect a compensation range of $60,000-$65,000 for this opportunity.

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
Associates degree or equivalent required.
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.