Collaborates with Finance, Contracts Management, Service Operations, and Field Operations teams to support existing clients' service programs
Reviews and adjusts contract structures
Conducts research, analysis, and pricing of new services
Creates client budgets and generates financial sales support materials
Supports the management of customer contracts
Interacts frequently with operational management to define, analyze and build the service program
May present recommendations to clients

Minimum 2 years of experience in a professional client services role
Experience in performing financial or data analysis and assessments
Strong Microsoft Excel skills required; Access skills desired
Ability to work both solo and in a collaborative team format
Ability to create and manage a project plan and a project team
High attention to detail with strong drive for accuracy
Ability to prioritize work and balance multiple projects
Ability to build, establish, and manage collaborative relationships
Excellent problem solving and analytical thinking skills
Strong written, verbal, and presentational communication skills
Associates degree or equivalent required. Bachelor's degree preferred. Preference to Finance, Math, Business, Economics, or demonstrable analytical field.

Portfolio Analyst

Key skills