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Portfolio Optimization Specialist

2 weeks ago

Vancouver, British Columbia, Canada T-Net British Columbia Full time

The Portfolio Optimization Specialist will play a vital role in optimizing the company's capital portfolio of initiatives for the Technology group. This includes analyzing financial data and developing strategies to improve portfolio performance.

You will work closely with Technology managers, planners and other staff to surface, capture and shape the changing demand for capital projects and with Finance Support to produce consolidated forecasts.

Key responsibilities include supporting the ongoing management of the capital portfolio and historical record, enabling ongoing budget management, reporting, and trend analysis. You will also participate in monthly capital management meetings to report budget performance, release projects for initiation, and process ex-plan project requests.

  • Analyze financial data to develop strategies to improve portfolio performance.
  • Support the ongoing management of the capital portfolio and historical record.
  • Participate in monthly capital management meetings.

Required qualifications include financial management, information technology and/or business management experience in a large organization or professional services environment. You should have forecasting, budgeting, and performance management expertise. Additionally, strong financial skills including capital planning, business case writing and financial modeling are essential.

A Bachelor's degree in Business, Finance, or other related disciplines is required, along with five (5) to eight (8) years of financial management work experience or equivalent. Professional accounting designation such as the Chartered Professional Accountant (CPA) is an asset.