Senior Portfolio Manager

2 days ago

Thāne, Maharashtra, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Portfolio Manager Role

This senior-level position is responsible for overseeing the operational and financial aspects of a portfolio of projects. The primary goal is to ensure successful project delivery, maintaining a healthy cash flow and maximizing revenue.

  • Supporting internal stakeholders within the organization, including account management teams, project operations teams, global leadership, business finance, local country finance, and managing a team of project finance personnel.
  • Governing monthly revenue and backlog accounting for a portfolio of projects, guiding team members towards solutions.
  • Analyzing monthly project revenue & backlog, identifying and correcting exceptions.
  • Highlighting deviations in key project performance metrics – backlog variance, write-offs, over-the-limit revenue, unbilled amounts, contribution margin/realization/EBITDA.
  • Providing relevant project-level reporting and reconciliations.
  • Managing ad-hoc tasks and achieving subject matter expertise in PFM activity.
  • Training and coaching colleagues in the team.
  • Supporting the management team in activities around compliance, quality assurance, process documentation, lean projects, and other such operational governance activities.
  • Working with enterprise ERP on project and activity setup, maintaining customer contracts, project budgets, rate sets, revenue plans, billing plans, milestones, payment schedules, and pass-through expense forecast.
Requirements:
  • 8+ years of experience in finance and accounting for post-graduates.
  • 10+ years of experience in finance and accounting for graduates.
  • Graduate or Post-Graduate degree in commerce, economics, accounting, management, or allied areas. Education in accounting is mandatory.
  • Ability to establish and maintain effective working relationships with co-workers, managers, and other stakeholders.
  • Ability to work in a multicultural transnational environment.
  • Ability to adhere to work instructions as provided by the Line Manager.
  • Good knowledge of statutory and management accounting.
  • Will need to clear thresholds defined by IQVIA in computer-based assessment on Numerical Ability, Logical Ability, and English.
  • Strong communication skills – written and verbal.
  • Willingness to work in shifts.
  • Willing to work in a flexible and challenging environment.
  • Willingness to exhibit strong work ethics, accountability, and discipline.
  • Demonstrated ability to manage people.
  • Skills for working in advanced MS Excel are desirable.

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