Financial Portfolio Supervisor

2 weeks ago

New York, New York, United States Insight Global Full time

Position Overview:
The Budget and Portfolio Manager is essential in facilitating the operations of the Windows Engineering sector within a prominent financial services firm.

Key Responsibilities:
In this capacity, you will be crucial in overseeing financial allocations, managing vendor partnerships, and directing portfolio strategies for the Windows Engineering team.

The ideal candidate should be eager to acquire new skills and take on tasks that will help reduce the workload of senior leadership.

Daily Duties Include:

  • Manage the entire budget cycle from initial planning through to execution.
  • Support forecasting, budgeting, and the presentation of financial information.
  • Develop high-level summary presentations using PowerPoint.
  • Employ technical expertise in spreadsheets, vendor management platforms, and enterprise-level financial systems.
  • Oversee portfolio management and product-related activities.

Company Commitment:
We are dedicated to fostering diverse and inclusive workplaces where individuals can express their authentic selves. We are an equal opportunity employer, valuing every individual.

Qualifications:
Qualified candidates will be considered for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other characteristic protected by applicable laws.

If you require assistance or reasonable accommodations due to a disability during the application or recruitment process, please submit a request.

Preferred Skills:
Familiarity with Anaplan or similar SAS-based tools is highly beneficial.
Proficiency in creating high-level summary presentations using PowerPoint is essential.
Years of experience in roles such as Portfolio Manager, Vendor Manager, Program Manager, or Chief of Staff are advantageous.

  • Technical skills in spreadsheets, vendor management tools, and enterprise-level financing.
  • Experience in managing vendor relationships and navigating administrative processes.
  • Assistance with forecasting, budgeting, and financial data presentation.
  • Utilization of Anaplan or similar SAS-based tools.
  • Creation of high-level summary slides for presentations.

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