Senior Portfolio Analyst - Hybrid, Pittsburgh PA

Highmark

$88K — $105K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Business Administration, or related field, or equivalent experience
  • 5 years of experience in strategic planning, financial analysis, or portfolio management
  • Master's degree preferred
  • Experience in project management with a focus on process improvement
  • Strong communication and analytical skills

Responsibilities

  • Develop trust-based relationships with executives and client teams
  • Facilitate the development and approval of business cases
  • Support the Annual Planning process with minimal oversight
  • Own tracking and reporting of key metrics for financial performance and strategic alignment
  • Manage communications related to the portfolio
  • Assess impacts of strategic plans on ongoing initiatives
  • Lead special projects related to business priorities

Benefits

  • Flexible working arrangements
  • Opportunities for continuous learning and professional development
  • Strong emphasis on work-life balance
  • Supportive team environment and corporate culture
  • Access to advanced tools and technologies for portfolio management
Full Job Description

GENERAL OVERVIEW:

This job is responsible for coordinating and communicating all aspects of assigned mid- and/or large sized/complexity portfolio including but not limited to alignment with executive, client team, and/or business unit leadership; capability planning and prioritization; resource demand and capacity planning and prioritization; track, report and communicate key metrics around financial performance, benefits and value levers, portfolio health, and strategic alignment; support a continuous planning process; implements process improvements. The incumbent facilitates the intake, business case development, and approval processes for assigned portfolio. Responsible for establishing and maintaining strong, value-driven relationships with executive leadership. Coordinates extensively with and across multi-disciplinary functions. Maintain tracking scorecards and metrics to illustrate status and ownership. Responsible for analyzing the portfolio risk and alignment to corporate priorities. Coordinate and communicate the status of portfolio progress against plans and facilitates corrective action as necessary and educate portfolio stakeholders. The incumbent must be able to work independently with little oversight. Special Projects: Own and lead special projects related to current or future business priorities or areas to streamline/simplify.


ESSENTIAL RESPONSIBILITIES

  • Develops a strong trust-based relationship with client executives, client teams, and/or business unit leadership. (20%)

  • Facilitates the intake and/or development and approval of business cases. (20%)

  • Supports Annual Planning process and all portfolio management processes and standards with little oversight. (15%)

  • Owns the portfolio tracking and reporting of key metrics around financial performance, benefits and value levers, portfolio health, and strategic alignment. (15%)

  • Manages portfolio communications. (10%)

  • Assess impact of strategic plans impacts to ongoing or pending initiatives and coordinates any required adjustments to ensure alignment to strategy. (10%)

  • Special Projects: Own and lead special projects related to current or future business priorities or areas to streamline/simplify. (10%)

  • Other duties as assigned or requested.

QUALIFICATIONS:

Required

  • Bachelors degree in Finance, Business Administration, or related field or relevant experience and/or education as determined by the company in lieu of bachelor's degree.

  • 5 years of experience in strategic planning, financial analysis/value realization, business operations/performance analysis, project and/or portfolio management, or program management office (PMO) functions


Preferred

  • Master's degree

  • Project and/or portfolio management experience with the application of process improvement and technology to address business challenges

  • Senior consulting or management

  • Project portfolio management (PPM)/oversight

  • Project Management Professional (PMP)

SKILLS:

  • Ability to build professional networks; knowledge of company's strategic direction and strengths and weaknesses

  • Experience with the application of process improvement and technology to address business challenges

  • Knowledge of health payer IT products

  • Experience in process improvement

  • Experience in system integration

  • Strong verbal and written skills

  • Strong critical thinking and analytical skills

  • Strong communication and interpersonal skills

  • Experience with software development life-cycle methodology


Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.

Compliance Requirement: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.

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