Financial Analyst III – Portfolio Management
Core
Provides financial analysis, reporting, and business support to the Portfolio Management team, partnering with leaders and suppliers to analyze performance, identify risks/opportunities, and improve profitability.
Role type
Senior IC financial analyst (portfolio management)
Builds
Financial reports, proformas, margin/category analyses, and process improvements for Portfolio Management
Domain
Finance / Portfolio Management / Supply Chain
Deliverable
dashboards & analysis
Required skills
Financial analysis, forecasting, process improvement, data governance, business partnering, advanced Excel, Power BI
Preferred skills
SQL, supplier portfolio analysis, cross-functional collaboration
Technologies
Power BI, EDP platform, Databricks, Cognos
Responsibilities
Support annual AOP and forecast updates; lead month-end financial activities (expansion, rebates, savings); develop and analyze key financial metrics; prepare proformas and business cases; ensure data accuracy and governance; implement process improvements; translate analysis into actionable recommendations.
Seniority
Mid-level, hands-on IC

