Portfolio Manager

Unlock Employer

Posted Sep 28, 2026

Remote · US · ask about Worldwide Full Time

$125K – $170K/yr

Apply Direct

Overview

This role involves overseeing the financial and operational performance of a portfolio of clients, projects, and strategic business initiatives. You will manage portfolio planning, performance analysis, financial oversight, risk management, resource allocation, and strategic decision-making. The position requires strong financial/analytical skills and stakeholder management, including the ability to manage multiple priorities across a diverse portfolio.

This is a fully remote position with visibility across the organization and direct exposure to senior leadership.

Responsibilities

Portfolio Management

Own the financial and operational performance of an assigned portfolio of clients, projects, and strategic initiatives.
Develop portfolio strategies aligned with company objectives and growth plans.
Monitor portfolio performance against revenue, profitability, utilization, and other key targets.
Identify opportunities to improve portfolio value, efficiency, and long-term performance.
Balance competing priorities across multiple projects, clients, and business initiatives.
Establish portfolio-level KPIs and performance standards.

Financial Performance

Monitor revenue, gross margin, contribution margin, costs, and profitability across the portfolio.
Develop portfolio budgets, forecasts, and financial plans.
Analyze actual performance against budget and forecast.
Conduct variance analysis and identify key financial drivers.
Evaluate project and client profitability.
Identify margin improvement and cost optimization opportunities.
Prepare regular financial performance reports for leadership.

Portfolio Planning & Forecasting

Develop short- and long-term portfolio forecasts.
Model different business scenarios and resource requirements.
Evaluate the financial impact of new projects, clients, and strategic initiatives.
Support annual planning and quarterly forecasting processes.
Monitor changes in demand, pipeline, capacity, and financial performance.
Identify potential portfolio-level risks and opportunities.

Client & Account Portfolio

Monitor the financial and operational health of key client accounts.
Analyze client revenue, profitability, retention, expansion, and engagement trends.
Identify opportunities for account growth and expansion.
Partner with Sales and Account Management teams on strategic client planning.
Support pricing, contract, renewal, and expansion decisions.
Identify underperforming accounts and develop improvement plans.

Project Portfolio Management

Oversee the financial performance of multiple projects and engagements.
Monitor project budgets, revenue recognition, margins, timelines, and resource utilization.
Identify projects that are at risk of missing financial or operational targets.
Partner with delivery teams to develop corrective action plans.
Evaluate resource allocation across projects.
Support prioritization of strategic projects based on financial and business impact.

Risk Management

Identify and assess financial, operational, client, and execution risks across the portfolio.
Develop mitigation strategies for portfolio-level risks.
Monitor project and client dependencies.
Establish escalation processes for material portfolio issues.
Conduct scenario and sensitivity analysis to evaluate potential risks.
Maintain portfolio risk registers and reporting.

Resource Allocation

Analyze resource capacity and utilization across the portfolio.
Support allocation of financial and human resources across competing initiatives.
Identify capacity constraints and potential resource gaps.
Evaluate the financial impact of hiring, outsourcing, and project prioritization decisions.
Partner with Operations and Delivery teams to optimize resource utilization.

Reporting & Business Intelligence

Develop portfolio dashboards and executive reporting packages.
Track KPIs related to revenue, profitability, utilization, pipeline, retention, and project performance.
Consolidate data from CRM, financial, project-management, and operational systems.
Identify trends and performance drivers through quantitative analysis.
Present portfolio insights and recommendations to senior leadership.
Improve portfolio reporting processes and data quality.

Strategic Analysis

Evaluate new business opportunities and their potential impact on the portfolio.
Analyze market trends, client needs, competitive dynamics, and growth opportunities.
Support strategic planning and business development initiatives.
Develop business cases for portfolio investments and strategic initiatives.
Provide data-driven recommendations to senior management.
Support long-term portfolio growth and value creation.

Cross-Functional Leadership

Work closely with Finance, Sales, Account Management, Operations, Delivery, and Executive Leadership.
Coordinate portfolio reviews and performance discussions.
Establish clear ownership and accountability across portfolio initiatives.
Facilitate communication between business functions and project teams.
Support strategic decision-making through financial and operational analysis.

Ready to apply for roles like this?

Unlock the company name and direct application link. Subscribers get instant access to all remote accounting jobs.

Unlock Employer & Apply Directly

Requirements

5+ years of experience in portfolio management, financial management, FP&A, consulting, operations, account management, investment management, or a related field.
Strong understanding of financial analysis, forecasting, budgeting, and profitability management.
Experience managing multiple clients, projects, business units, or strategic initiatives.
Strong financial modeling and Excel skills.
Experience analyzing revenue, margins, costs, and business performance.
Strong understanding of portfolio-level KPIs and performance management.
Excellent analytical and problem-solving abilities.
Strong project and stakeholder-management skills.
Ability to manage multiple priorities in a fast-paced environment.
Excellent written and verbal communication skills.
Ability to communicate financial and operational concepts to senior stakeholders.
Bachelor’s degree in Finance, Business, Economics, Accounting, Operations, or a related field.

Preferred Qualifications

MBA, CFA, CPA, PMP, or other relevant professional certification.
Experience managing a portfolio of B2B clients or professional-services engagements.
Experience with Salesforce or other CRM platforms.
Experience with financial systems, ERP platforms, or FP&A tools.
Experience with Power BI, Tableau, Looker, or other business-intelligence platforms.
Strong SQL or data-analysis skills.
Experience with project portfolio management tools.
Experience with resource planning and utilization management.
Experience with customer profitability and account segmentation.
Experience supporting contract negotiations, renewals, and expansion opportunities.
Experience with strategic account planning.
Experience in Salesforce consulting, professional services, SaaS, technology, or business services.
Experience presenting portfolio performance to executive leadership.
Experience developing executive dashboards and board-level reporting.
Familiarity with revenue forecasting, pipeline analysis, and recurring-revenue metrics.
Experience building business cases and investment analyses.