Lead Portfolio Analyst

7 hours ago


The Woodlands, United States MCKESSON Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care.

What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you.

Job Summary:

The Sr. Portfolio Analyst is responsible for creating data-driven insights to communicate the value and status of the portfolio. This role plays a crucial part in driving strategic decision-making, optimizing portfolio performance, and providing executive updates to senior management, ensuring alignment with organizational strategy.

Responsibilities:

Lead Portfolio Governance & Execution:
  • Establish and enforce project approval processes and guidelines.
  • Prioritize projects based on strategic objectives, resource availability, and business impact.
  • Oversee business operations functions to ensure smooth operations and adherence to established processes.
  • Perform Project and Program Management functions.

Objectives & Key Results (OKR) Tracking:
  • Evaluate portfolio performance against key metrics and benchmarks.
  • Develop and implement a system for tracking and reporting on objectives and key results.
  • Monitor progress towards OKRs and provide regular updates to stakeholders.
  • Identify deviations from set objectives and collaborate with cross-functional teams to address them.

Resource and Financial Tracking and Management:
  • Monitor resource utilization and allocation across projects.
  • Ensure efficient utilization of resources and propose adjustments when necessary.
  • Track project financials, including budgeting, forecasting, and cost control.
  • Provide accurate and timely financial reports to stakeholders.

Provide Executive Updates:
  • Prepare and deliver regular executive-level reports on project progress, status, and performance.
  • Present key findings, insights, and recommendations to senior management and stakeholders.
  • Collaborate with project managers and team leads to gather relevant information for executive updates.
  • Ensure updates are comprehensive, accurate, and aligned with strategic objectives.

Process Improvement and Optimization:
  • Continuously evaluate and improve portfolio management processes and methodologies.
  • Identify opportunities to enhance data collection, analysis, and reporting capabilities.
  • Collaborate with cross-functional teams to implement tools and systems that streamline data management and reporting.
  • Stay updated with industry best practices and emerging trends in portfolio management and data analysis.


Minimum Requirements:

Bachelor's degree in business, finance, or a related field.

Critical Skills:
  • Proven experience in portfolio management, project management, or a similar role.
  • 5+ years of experience in data analysis, visualization, and storytelling.
  • Excellent analytical and problem-solving skills.
  • Strong communication and interpersonal skills to collaborate with cross-functional teams.
  • Ability to work with minimal direction in a fast-paced, continuously evolving environment.


Additional Skills:
  • Proficiency in using project management tools and software.
  • Strong understanding of project management methodologies and best practices.
  • Detail-oriented with a focus on accuracy and quality.
  • Ability to work under pressure and meet tight deadlines.
  • Knowledge of the healthcare industry or experience in IT project management within a healthcare organization is preferred.
  • Knowledge of financial and investment concepts is preferred.


Education:

Bachelor's degree in business, finance, or a related field.

Please note that only candidates authorized to work in the US will be considered for this position. Sponsorship is not available.

****Relocation assistance is not budgeted for this role****

We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please

Our Base Pay Range for this position

$126,000 - $210,000

McKesson is an Equal Opportunity Employer

McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKesson's full Equal Employment Opportunity policies, visit our page.

Join us at McKesson Lead Portfolio Analyst - Provider Solutions

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