Portfolio Finance Analyst

4 weeks ago

Charlotte, United States Genesis10 Full time
Genesis10 is currently seeking a Portfolio Finance Analyst with our client in the financial industry located in Charlotte, NC. This is a 12+ month contract position.

Responsibilities:
  • Role is crucial for establishing efficient financial processes, managing purchase orders (POs), and overseeing budgeting, forecasting, and budget changes for the portfolio
  • Create, manage, and track Purchase Orders (POs) within the portfolio
  • Manage the budgeting and forecasting processes, ensuring alignment with financial objectives and tracking changes
  • Handle any changes in budget, whether an increase or decrease and ensure they are accurately reflected in budget reports
  • Provide comprehensive financial analysis and insights to support decision-making
  • Act as a key collaborator and partner to cross-functional teams
Requirements:
  • A versatile financial analyst with a strong understanding of financial changes and is an expert at managing multiple priorities in a dynamic environment
  • In-depth knowledge of budgeting, forecasting, and financial change analysis
  • Experience in creating and managing Pos
  • Experience being a versatile analyst, managing a wide range of financial tasks
  • Strong communication and interpersonal skills, with the ability to collaborate effectively across departments
  • Previous Enterprise Banking experience
Desired Skills:
  • Expert at Excel
  • Greensheet experience
  • Project Management experience
Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.

If you have the described qualifications and are interested in this exciting opportunity, please apply

About Genesis10:

Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10:
  • Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
  • The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
  • Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
  • Behavioral Health Platform
  • Medical, Dental, Vision
  • Health Savings Account
  • Voluntary Hospital Indemnity (Critical Illness & Accident)
  • Voluntary Term Life Insurance
  • 401K
  • Sick Pay (for applicable states/municipalities)
  • Commuter Benefits (Dallas, NYC, SF)
  • Remote opportunities available


For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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