[Remote] Portfolio Financial Analyst
Note: The job is a remote job and is open to candidates in USA. Insight Global is seeking a Portfolio Financial Analyst to serve as a key financial partner to senior IT leadership. This role involves delivering actionable financial analysis to support decision-making and enhance the financial performance of the technology organization.
Responsibilities
- Build, maintain, and analyze comprehensive financial views across spend categories, enabling leaders to understand total cost of ownership and investment trade-offs
- Conduct research using primary data sources, and select information needed for the analysis of key themes and trends
- Facilitate recurring financial review discussions with senior leaders, ensuring transparency of spend patterns, variances, and strategic investment impacts
- Partner with leaders to strengthen cost accountability practices and reinforce transparency in IT spending
- Identify key financial opportunities and risks and communicate at a high level how these decisions influence reinvestment capacity and strategic flexibility
- Perform complex financial analysis to develop and provide accurate and timely financial information and analysis for use in the development of business strategies and tactics
- Build a clear understanding of how cloud usage drives overall cost. Work with FinOps Leads to identify opportunities for cost savings
- Ensure the accuracy, integrity, and reliability of financial data used for analysis and reporting
- Adapt financial storytelling to the needs of different stakeholders—providing detail when helpful and elevating the narrative for executive level conversations
Skills
- 7+ years of financial or accounting experience
- Strong analytical and financial modeling skills, with the ability to translate complex data into clear insights
- 2+ years of strategic cost management
- Strong understanding of budgeting, forecasting, and variance analysis methodologies
- Demonstrated ability to advise senior leaders through concise financial storytelling and strategic insight
- Experience with IT finance
- Ability to support operational, project based, and strategic financial analysis within a technology organization
- Advanced proficiency in Excel
- A confident, self-starter, who can operate with little oversight
- Experience with SAP HIGHLY preferred; also use ServiceNow and PowerBI
- Managed care or healthcare experience
- Cloud-based experience
Company Overview
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