Sr. Specialist Portfolio Forecasting

SAMYANG AMERICA INC•Brea, CA

About The Position

The Senior Portfolio Forecasting Specialist is the analytical engine of the Portfolio Strategy team, supporting long-range planning, enterprise growth strategy, and innovation portfolio assessment. This role is responsible for translating upstream ideas, inventions, and strategic initiatives into robust financial forecasts and evidence-based growth estimates that can be incorporated into the company’s long-range plan. Partnering closely with the Senior Manager, Portfolio Strategy, this individual builds the quantitative foundation for evaluating growth initiatives—sizing opportunities, modeling adoption and economics, pressure-testing assumptions, and helping leadership understand which innovation bets can most credibly contribute to multi-year growth ambitions. The role combines strategic curiosity with financial rigor, data fluency, and structured problem-solving, bringing clarity to ambiguous opportunities and creating a consistent framework for comparing initiatives across the portfolio.

Requirements

Bachelor’s degree required in Finance, Economics, Business, Data Analytics, Engineering, Strategy, or a related quantitative field; advanced degree preferred.
5+ years of experience in forecasting, analytics, strategic finance, corporate strategy, portfolio analysis, commercial finance, or related analytical roles.
Demonstrated ability to translate ambiguous opportunities, upstream ideas, or early-stage concepts into structured assumptions, quantitative models, and decision-ready analyses.
Strong analytical capability, including the ability to connect market opportunity, portfolio choices, and financial outcomes in a clear and defensible way.
Experience building forecasting models, business cases, and scenario analyses to support planning, prioritization, and investment decisions.
Advanced Excel and PowerPoint skills; experience working with multi-source, imperfect, or incomplete datasets to generate practical business insight.
Strong communication, synthesis, and storytelling skills; able to explain complex analyses and assumptions to cross-functional stakeholders and senior leaders.

Nice To Haves

Experience in innovation-driven, pipeline-driven, or strategy-led environments where new concepts or initiatives must be evaluated before launch or scale-up.
Familiarity with long-range planning, portfolio strategy, innovation pipeline evaluation, or stage-gate processes.
Exposure to market sizing, pricing analysis, demand forecasting, commercialization planning, or business case development.
Working knowledge of BI and analytics tools such as Power BI, Tableau, SQL, Python, or similar platforms.
Ability to integrate financial, market, consumer, and operational inputs into a unified opportunity assessment.
Experience in industries with innovation portfolios, new product development, or long-horizon growth planning, such as food & beverage, consumer products, healthcare, life sciences, or technology.

Responsibilities

Translate innovation concepts, upstream ideas, and strategic opportunities into initiative-level forecasts, business cases, and quantitative assessments that inform the enterprise long-range plan.
Build forecasting models to estimate revenue, margin, investment requirements, timing, cash flow, and risk-adjusted value for new concepts, platforms, and growth initiatives.
Quantify opportunity potential through market sizing, adoption curves, pricing scenarios, penetration assumptions, unit economics, and competitive context.
Develop and maintain scenario analyses across base, upside, downside, and alternative assumptions to support portfolio planning and executive decision-making.
Create portfolio-level rollups that show how combinations of initiatives contribute to long-term growth targets across planning horizons.
Partner cross-functionally with Strategy, Finance, R&D, Commercial, and Innovation teams to align assumptions, identify dependencies, and improve the quality of opportunity assessments.
Integrate financial, market, consumer, operational, and innovation inputs into a unified view of initiative potential and portfolio contribution.
Establish consistent analytical frameworks, model standards, and assumptions libraries so initiatives can be compared on a common basis.
Identify key value drivers, risks, bottlenecks, and capability gaps that could affect the expected performance of portfolio initiatives.
Support enterprise investment decisions through sensitivity analysis, prioritization logic, and data-driven recommendations on sequencing and resource allocation.
Prepare executive-ready analyses, dashboards, and presentations that connect complex forecasting and financial assessments to strategic implications and recommended actions.
Continuously improve forecasting methodologies, templates, and tools to increase rigor, transparency, and decision quality within the Portfolio Strategy function.