
Portfolio Manager
1 day ago
About the Position
This candidate will provide financial insights to senior management on the historical and current financial performance and future outlook of portfolios within a large pharmaceutical division.
They will use their analytical skills and relationships with internal and external stakeholders to develop a deep understanding of the portfolio, form an opinion on the short, medium, and long-term financial outlook, identify future financial risks/opportunities, and partner with operations teams to drive revenue growth and margin expansion actions.
- Responsible for the financial management of individual studies, including internal and client reporting.
- Conducts financial reviews with operational teams to discuss study financial health and agree appropriate actions.
- Prepares internal study reports documenting key financial risks and mitigating actions (resource utilization, days on-site productivity, etc).
- Prepares client reports containing financial analysis, forecasting, metrics, and dashboards to support clients in their financial planning and month-end process.
- Prepares financial reporting packages for operations with insightful commentary and analysis.
- Identifies out-of-scope activities, ensuring proper documentation and follow-through.
- Supports the preparation of monthly financial forecasts and budget reconciliations.
- Identifies key revenue and margin drivers within the portfolio.
- Supports the preparation of ad-hoc management presentations.
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