Financial Portfolio Director

1 month ago


Atlanta, Georgia, United States Unum Full time
About the Role

We are seeking a highly skilled and experienced professional to lead our financial portfolio management team. As a key member of our leadership team, you will be responsible for overseeing the financial management of our operations, ensuring accuracy and alignment with financial goals.

Key Responsibilities
  • Manage a $50M+ budget, ensuring accuracy and alignment with financial goals.
  • Engage with teams, resources, and vendors to resolve problems and ensure timely delivery of solutions.
  • Collaborate with vendors and supply management to maintain and enhance existing vendor relationships.
  • Review and negotiate contracts, ensuring compliance and legal obligations are met.
  • Streamline budget processes and PPM entries to support business solutions.
  • Monitor and manage financial performance, identifying discrepancies and taking corrective action when necessary.
  • Prepare financial forecasts and projections for the upcoming fiscal years, with a focus on 2025 and beyond.
Requirements
  • Bachelor's degree in Business, Finance, or a related field.
  • 5+ years of experience in portfolio and financial management.
  • Proven track record of managing budgets between $25M and $50M.
  • Expertise with PPM, Microsoft platforms, and financial systems.
  • Strong financial acumen and experience in planning, forecasting, and budget management.
  • Experience working with vendors, contract negotiations, and supply management.
  • Ability to engage with teams and resources effectively.
  • Excellent organizational skills and the ability to manage multiple tasks simultaneously.
About Unum

Unum is a leading employee benefits provider, helping millions of people gain affordable access to benefits that protect their families, finances, and futures. We are committed to providing a differentiated customer experience and exceeding the expectations people have of technology at any company.

We offer a competitive salary range of $109,100.00-$213,300.00, as well as a portfolio of benefits and rewards that are competitive and comprehensive, including healthcare benefits, insurance benefits, performance-based incentive plans, paid time off, and a 401(k) retirement plan with an employer match.



  • Atlanta, Georgia, United States Unum Full time

    Job SummaryWe are seeking a highly skilled and experienced professional to lead our financial and portfolio management efforts. As a key member of our team, you will be responsible for overseeing the financial management side of our operations, ensuring accuracy and alignment with financial goals.This is a hybrid opportunity, allowing you to work from our...


  • Atlanta, Georgia, United States Truist Financial Corporation Full time

    Job Title: VP/Director, CIB Credit Delivery Portfolio ManagerTruist Financial Corporation is seeking a highly skilled VP/Director, CIB Credit Delivery Portfolio Manager to join our team. As a key member of our Corporate and Investment Banking division, you will be responsible for managing a large portfolio of clients and owning the overall quality and...


  • Atlanta, Georgia, United States First Citizens Bank Full time

    Job Description**Job Title:** International Portfolio Director**Job Summary:** We are seeking an experienced International Portfolio Director to join our team at First Citizens Bank. The successful candidate will be responsible for managing our international client factoring portfolio, developing and implementing strategies to optimize portfolio return while...


  • Atlanta, Georgia, United States First Citizens Bank Full time

    Job Title: Director PortfolioAt First Citizens Bank, we are seeking a highly skilled and experienced Director Portfolio to join our team. This role is responsible for leading the acquisition, management, and maintenance of relationships with international financial institutions, primarily FCI business partners, located globally.Key Responsibilities:Business...


  • Atlanta, Georgia, United States First Citizens Bank Full time

    Job Title: Director PortfolioAt First Citizens Bank, we are seeking a highly skilled and experienced professional to join our team as a Director Portfolio. This is a unique opportunity to lead our international portfolio and relationship management efforts, driving business growth and development.Key Responsibilities:Business Strategy: Develop and implement...


  • Atlanta, Georgia, United States Truist Financial Corporation Full time

    Job Title: Vice President, Credit Delivery Portfolio ManagerTruist Financial Corporation is seeking a highly skilled Vice President, Credit Delivery Portfolio Manager to join our team. As a key member of our Credit Delivery team, you will be responsible for underwriting credit products to new and existing clients and actively managing the existing portfolio...


  • Atlanta, Georgia, United States First Citizens Bank Full time

    Job Title: Director PortfolioThis is a key leadership role responsible for driving the bank's international portfolio and relationship management strategy. The successful candidate will lead the acquisition, management, and maintenance of relationships with international financial institutions, primarily FCI business partners, located globally.Key...


  • Atlanta, Georgia, United States Truist Financial Corporation Full time

    Job SummaryWe are seeking a skilled Senior Portfolio Manager to join our team at Truist Financial Corporation. As a key member of our Commercial Real Estate group, you will be responsible for providing expert financial analysis, risk assessment, and credit structure recommendations to our clients and prospects.Key ResponsibilitiesConduct thorough financial...


  • Atlanta, Georgia, United States Emory HealthcareEmory University Full time

    Job Title: Senior Associate Director of Portfolio ManagementEmory University is seeking a highly skilled Senior Associate Director of Portfolio Management to join our Advancement and Alumni Engagement team. As a key member of our team, you will play a critical role in developing and executing overall strategy, design, training, portfolio management...


  • Atlanta, Georgia, United States Emory HealthcareEmory University Full time

    Job Title: Senior Associate Director of Portfolio ManagementEmory University is seeking a highly skilled and experienced Senior Associate Director of Portfolio Management to join our Advancement and Alumni Engagement team. As a key member of our team, you will play a critical role in developing and executing overall strategy, design, training, portfolio...


  • Atlanta, Georgia, United States Voya Financial Full time

    Transforming Financial FuturesVoya Financial is committed to empowering individuals and communities to achieve a better financial future. As a Portfolio Management Associate Analyst, you will play a vital role in supporting our team in delivering exceptional investment solutions.Key Responsibilities:Collaborate with Portfolio Managers and Traders to...


  • Atlanta, Georgia, United States Emory HealthcareEmory University Full time

    Job Title: Senior Associate Director of Portfolio ManagementEmory University is seeking a highly skilled Senior Associate Director of Portfolio Management to join our Advancement and Alumni Engagement team. As a key member of our team, you will play a critical role in developing and executing overall strategy, design, training, portfolio management...


  • Atlanta, Georgia, United States First Citizens Bank Full time

    Job Title: Director PortfolioThis is a key leadership role within First Citizens Bank, responsible for driving the bank's international portfolio and relationship management strategy. The successful candidate will be a seasoned professional with a strong track record in commercial finance and international financial services.Key Responsibilities:Develop and...


  • Atlanta, Georgia, United States Emory HealthcareEmory University Full time

    Job Title: Senior Associate Director of Portfolio ManagementWe are seeking a highly skilled and experienced Senior Associate Director of Portfolio Management to join our team at Emory University. As a key member of our Advancement and Alumni Engagement division, you will play a critical role in developing and executing our overall strategy for portfolio...


  • Atlanta, Georgia, United States Nuvei Full time

    Job Title: Director, Strategic Account Portfolio UnderwritingAbout the Role:Nuvei is seeking a highly skilled and experienced Director, Strategic Account Portfolio Underwriting to join our team. As a key member of our underwriting team, you will be responsible for overseeing the Strategic Account Portfolio (SAP) Underwriting team to ensure efficient use of...


  • Atlanta, Georgia, United States Nuvei Full time

    Job Title: Director, Strategic Account Portfolio UnderwritingJob SummaryNuvei is seeking a highly experienced Director, Strategic Account Portfolio Underwriting to lead our underwriting team in ensuring efficient use of resources to enable commerce while mitigating risk. As a key member of our leadership team, you will be responsible for implementing and...

  • Financial Director

    3 weeks ago


    Atlanta, Georgia, United States Hilton Atlanta Airport Full time

    About UsHilton Atlanta Airport is a dynamic and growing organization that values innovation, teamwork, and customer satisfaction. We are seeking a highly skilled and experienced Financial Director to join our team and contribute to our continued success.Job SummaryThe Financial Director will be responsible for overseeing the financial activities of the...

  • Financial Controller

    2 weeks ago


    Atlanta, Georgia, United States Staff Financial Group Full time

    Job Title: Financial Controller - HealthcareStaff Financial Group is seeking a highly skilled Financial Controller to join our team. As a key member of our management team, you will play a critical role in shaping the financial direction of our organization.Job Summary:The Financial Controller will be responsible for managing and overseeing the monthly...


  • Atlanta, Georgia, United States Jamestown Management Corporation Full time

    Job SummaryAs a seasoned professional in structured finance, securitization, and modeling, you will play a key role in driving the success of our real estate investment banking team. With a proven track record in commercial mortgage modeling and a strong background in portfolio cash flow analysis, you will be responsible for providing analytic guidance to...


  • Atlanta, Georgia, United States Fieldstone Realty Partners Full time

    Job DescriptionAbout Fieldstone Realty PartnersFieldstone Realty Partners is a leading Community Association Management Company based in Atlanta, Georgia. We've experienced consistent growth since our inception in 2012, allowing us to provide exciting career opportunities.Position Overview:We are seeking an experienced Portfolio Community Association Manager...