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REMOTE Portfolio Operations Specialist

Insight Global

Blue Ash, OHRemoteContractNo compensation foundTracked 1w agoSeen in employer's feed 4 days ago

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At a glance

Compensation
No compensation found
Location
Blue Ash, OHRemote
Schedule
Contract
Work Authorization
Not specified

Job overview

The remote Portfolio Operations Specialist will support a Fortune 50 retailer by managing capital and operating budgets, purchase orders, invoicing, contract and capacity planning, and resource tracking. Reporting to a Portfolio Ops Lead, the role requires strong Excel, PowerPoint, Coupa and Clarity skills, data‑driven decision making, and the ability to lead audits and cross‑functional conversations.

Skills & qualifications

RequiredNice to have

Skills

CoupaExcelPower PointClarityProblem SolvingOrganizational SkillsCommunicationPresentation SkillsData Driven Decision Making

Qualifications

2-5 Years Experience

Full job description

Job Description

An employer is looking for a Portfolio Operations Specialist for a remote, contract opportunity. The client is a Fortune 50 retailer and the Specialist is responsible for functional areas of Portfolio Operations within a product led organization that include the following but not limited to capital allocation, capital budget governance, operating budget governance, capacity management, vendor performance governance, and contracts management.

Under general supervision of a Portfolio Ops Lead and in conjunction with the Principal Portfolio Lead, direct activities related to one or more Portfolio Operations function while also building expertise in other functions.

The functional areas include:

  • Project time tracking

  • Processing of purchase orders and invoicing

  • Operating budgets

  • Capital budgets

  • Contract management

  • Capacity / Resource planning

  • Estimating for business cases

Key Responsibilities:

  • Placing Coupa purchase orders and processing invoicing for projects

  • Working in Clarity (or ability to learn system) to assist with resource and project updates for project and time management

  • Ability to work well in Excel and Power Point

  • Oversee all aspects of assigned portfolio functional area

  • Responsible for identifying, understanding scope of work, organization of work and developing delivery plan and approach

  • Participate in audits and other functionally related activities.

  • Lead and manage conversations with leaders across the organization as needed

  • Develop a mindset of driving data driven decisions and support other stakeholders in likewise skill development

  • Influence the culture of continuous improvement of delivery methodologies and effectively lead large scale organization

  • Set target deadlines and clear predictability and monitor and summarize progress of tasks

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their 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 status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

  • 2-5 years of overall experience

  • Proven track record of delivering objectives on time and within budget

  • Experience with Coupa for purchase orders, processing invoicing, etc.

  • Strong Excel and Power Point skills

  • Proven problem solving and organizational skills

  • Excellent communication and presentation skills to effectively communicate information to customers and to all levels with the organization

  • Should be able to participate in audits and other functionally related activities

  • Should develop a mindset of driving data driven decisions and support other stakeholders in the same as well • Experience with Clarity

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