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Senior Portfolio Analyst
Blue Cross NC. Analyze, manage, and provide tactical and strategic expertise to portfolios of strategic and complex initiatives and projects .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Portfolio Management and Project Portfolio Management (PPM), with a strong focus on budget analysis, capacity planning, and resource management. Capable of delivering executive-level reports and insights while leading continuous improvement initiatives.
Highest-signal resume keywords
Portfolio ManagementProject Portfolio Management (PPM)Budget AnalysisCapacity PlanningExecutive-Level Reporting
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio PlanningCost AnalysisFinance StrategyResource PlanningWorkflow Management
Soft Skills
CommunicationTrainingCoaching
Tools & Technologies
Project Management ToolsPortfolio Planning Tool
Industry Keywords
Data IntegrityPerformance MetricsGovernanceRisk ManagementStakeholder Engagement
About the role
Key responsibilities & impact- Analyze, manage, and provide tactical and strategic expertise to portfolios of strategic and complex initiatives and projects
- Ensure data integrity and deliver accurate reporting, portfolio health monitoring, and decision-ready insights across intake, pipeline, and project delivery
- Strengthen delivery readiness and identify emerging risks and trends
- Synthesize capacity, demand, readiness, financial, dependency, and performance data to support prioritization, governance, and investment decisions
- Develop and continuously improve processes, standards, policies, and templates
- Monitor portfolio performance metrics and key indicators, identifying trends, risks, and opportunities
- Translate portfolio data into clear observations and implications for stakeholders and leadership
- Analyze project financials and identify emerging budget, funding, and delivery risks
- Monitor projects to ensure realized business value and manage portfolio-level risks, issues, and dependencies
- Support portfolio reviews, governance forums, and leadership updates
- Prepare executive-level status reports and presentations regarding portfolio health and status
- Provide backup support for Portfolio Leaders during absences, transitions, or peak demand
- Assess customer/client satisfaction through direct feedback and evaluation
- Lead continuous improvement initiatives focused on enterprise efficiencies
- Serve as a subject matter expert for project and portfolio tools and methodologies
- Maximize use of the portfolio planning tool for planning processes
- Train and coach others
Requirements
What you’ll need- Bachelor's degree or advanced degree (where required)
- 5+ years of experience in related field
- In lieu of degree, 7+ years of experience in related field
- Expertise in portfolio management, portfolio planning, and project portfolio management (PPM)
- Skills in budget analysis, capacity planning, cost analysis, finance strategy, resource planning, and workflow management
- Ability to prepare executive-level status reports and presentations
- Ability to communicate problems, issues, risks, and solutions through written and oral methods
- Knowledge of project and portfolio tools and methodologies
- Ability to train and coach others
Benefits
Comp & perks- The opportunity to work at the cutting edge of health care delivery with a team that’s deeply invested in the community
- Work-life balance, flexibility, and the autonomy to do great work
- Medical, dental, and vision coverage
- Numerous health and wellness programs
- Parental leave and support
- Adoption and surrogacy assistance
- Career development programs
- Tuition reimbursement for continued education
- 401k match including an annual company contribution
- Annual Incentive Bonus
- Paid Time Off (PTO)
- Competitive health benefits and wellness programs
- Remote work with a few in-office visits each year for Remote-Flex roles