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Portfolio Operations Specialist

Jobs via Dice
Cincinnati, OH Full Time
POSTED ON 4/9/2026
AVAILABLE BEFORE 5/7/2026
Dice is the leading career destination for tech experts at every stage of their careers. Our client, Innovative Information Technologies, Inc, is seeking the following. Apply via Dice today!

ONLY W2, NO C2C

Job Title: Portfolio Operations Specialist Level II

Location: Cincinnati, OH (Blue Ash, ONSITE)

Years of Experience: 3-7

Contract Length: 12m contract to hire

TOP SKILLS:

This role will be part of the larger business area of Strategic Planning, Partnerships & Shared Operations, specifically supporting Portfolio Operations.

Candidates MUST have a background in accounting and / or financial analysis.

What You'll Do

We are looking for a detail-oriented Portfolio Operations Specialist to join our Portfolio Operations team.

In this role, you will support the Portfolio Operations Manager who is responsible to the gap between IT and disciplined financial oversight.

The ideal candidate possesses an accounting and financial analysis background, understands contracts and purchasing and is capable of translating complex operational information into budgets and financial forecasts.

Under general supervision of a Portfolio Operations Manager and in conjunction with the Portfolio Operations Manager, lead and direct activities related to one or more Portfolio function while also building expertise in other functions.

The functional areas include:

  • Capital and Operating budgets
  • Financial Analysis of spend including building budgets and forecasts
  • Contract management including purchasing
  • Accounting tasks such as accrual management
  • Estimating for business cases

Minimum Position Qualifications:

  • Background in Accounting and / or Financial Analysis
  • 3-7 years of overall experience
  • Proven track record of delivering objectives on time and within budget
  • Proven problem solving and organizational skills
  • Excellent communication and presentation skills to effectively communicate information to customers and to all levels with the organization
  • Should be able to participate in other functionally related activities
  • Strong skills with Microsoft Excel and Co-pilot / Gemini
  • A mindset of driving data driven decisions and support for other stakeholders

Key Responsibilities

  • Tracking and reporting on Capital and Opex spend
  • Performing financial analysis, forecasts and measuring spend to budget
  • Financial accounting responsibilities including accrual management
  • Procurement including contract administration, purchase order and invoice management
  • Influence the culture of continuous improvement of delivery methodologies
  • Set target deadlines and clear predictability and monitor and summarize progress of tasks

Salary.com Estimation for Portfolio Operations Specialist in Cincinnati, OH
$79,867 to $106,067
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