Portfolio Analyst - Financials
The Judge Group Inc.

Job Info

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Location: Fort Worth, TX
Salary: Depends on Experience
Description: Our client is currently seeking a Portfolio Analyst - Financials
*This is a hybrid and W2 only opportunity!**

This job will have the following responsibilities:

• Provide financial and data analysis support across the Cybersecurity organization.
• Gain a detailed understanding of annual and monthly financial processes related to budget, forecast, and spend.
• Become familiar with the capabilities provided within the Cybersecurity organization and the vendors and services required to deliver them.
• Process requisitions and invoices, ensuring correct coding within the procurement system for management approval.
• Track monthly renewals and periodic payments to ensure renewal deadlines and timely payments to vendors.
• Coordinate with finance for month-end close, accruals, reclasses, and monthly forecasts.
• Review monthly cloud and hosting charges, analyze significant changes, validate against planned changes, and correct any errors.
• Design and complete complex financial analyses for business cases or ad hoc leadership support.

Qualifications & Requirements:

• 5+ years of experience in finance, accounting, or computer science; related college degree preferred.
  
• Expert knowledge of MS Excel, including pivot tables and vlookups.
  
• Strong analytical and organizational skills; experience with budgeting, procurement, and accounting.
  
• Strong aptitude for problem-solving.
  
• Self-motivated and able to work independently on given assignments.
  
• Excellent communication skills, both verbal and written; able to communicate effectively with multiple management layers and across a broad base of users.
  
• Ability to concisely present work.
  
• Effective organization and planning skills.
  
• Good understanding of enterprise business processes; knowledge of business unit functions and cross-group relationships.
  

Preferred Qualifications:

• Experience with financial systems and heavy Excel analyses (3+ years).

Contact: valonzo@judge.com

This job and many more are available through The Judge Group. Find us on the web at www.judge.com

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