Demo

Senior Portfolio Analyst

Mission Recruit
Miami, FL Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 2/20/2025
  • Fortune 500 company
  • Open and collaborative culture
  • Passionate in what they do
  • Work-life balance
  • Great benefits

Our client is hiring a Senior Portfolio Consultant for the Human Resources Outsourcing (HRO) Business Transformation and PMO Team who will play a key role in managing and optimizing our portfolio of strategic initiatives. Strong communication skills, critical/strategic thinking and problem analysis are a must. This person will work collaboratively across multiple stakeholders and functional areas to achieve results. This is an internal-facing role and there are no direct reports associated with this role.


Summary:

The Senior Portfolio Consultant is a management, technology, project or strategy consultant or business management professional with the ability to support and execute programs by leveraging people, process, technology, and data to achieve desired business results. They are looking for a highly motivated self-starter inspired to successfully deliver and deploy top executive initiatives from strategy through to execution. As well as possess capabilities in the areas of problem solving, strategic thinking, business analysis and cross-functional collaboration.

What you’ll do:

  • Analyze and optimize a portfolio of projects that include change & adoption, business process improvement, org design, data & value analysis and business operations
  • Craft communications, track status, prepare for portfolio reviews and use metrics to evaluate portfolio performance
  • Use technology to continuously improve the portfolio management process
  • Collaborate with product, development, operations, and the business to align on priorities and outcomes
  • Analyze data and recognize patterns; be able to connect the dots and create approachable presentations
  • Multi-task and address issues quickly as needed to meet deadlines using your strong time management skills and the ability to prioritize
  • Use MS PowerPoint and Excel proficiently when building solutions. This includes putting together executive presentations for different audiences to using v-look up functions and creating pivot tables as needed to create meaningful and easy to understand insights

To succeed in this role:

Requirements

  • At least 4 years of relevant work experience, preferably in management consulting, strategy, or product/project management
  • Proficiency in portfolio management tools and methodologies
  • Ability to develop and conduct stakeholder analyses, change impact assessments, communications, training needs analyses, change measurement and adoption tracking (KPIs), and create dashboards, and surveys (as needed)
  • Ability to identify which analyses need to be done to answer questions, manipulate data sets (comfort with Excel required), and build models, as needed to answer complex questions
  • Possess strong communication (written / verbal) and interpersonal skills to communicate recommendations and impact with everyone from associate to Senior Leaders

Preferred Qualifications

  • MBA or other advanced degree
  • Big-4 management consulting experience with Fortune 500 clients
  • Project Management Professional (PMP) certification
  • Previous experience with Salesforce (analytics, dashboards and running reports)
  • Ability to use PowerBI or Tableau proficiently to create meaningful insights and visualizations
  • Industry knowledge of HR, Payroll and Benefits policies and procedures

Technical Skills

  • Expertise with Project Management tracking software such as Microsoft Project for the Web or Smartsheet
  • Advanced Microsoft PowerPoint skills – putting together executive friendly presentations cohesively, depending on the project or audience
  • Advanced Microsoft Excel skills such as creating pivot tables, v-lookups when analyzing data and being able to tie that analysis back to a business case or results
  • Advanced skills working with data and using data to create meaningful insights

Behaviors

  • Possess strong attention to detail on project resources, communication materials, and deliverables requiring minimal feedback from managers on accuracy or completeness
  • Excellent time management skills and ability to meet set deadlines
  • Willingness to take guidance from team managers and learn about business transformation and new ways of working
  • Ability to structure and manage project work throughout the project lifecycle
  • Comfortable with ambiguity and "can go with the flow"
  • Open-minded, change ready mindset
  • Strategic-thinker who is both action and solutions-oriented
  • Strong problem-solving and critical thinking skills
  • Influencer who can work and present across all levels of the organization (knows his/her audience)
  • Strong public speaking and cohesive presentation skills

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