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Robert Half International Sr. Portfolio Analyst in CHICAGO, Illinois


To apply to this Senior Portfolio Analyst role, please send your resume to John Sadofsky (john.sadofsky "AT"

Major responsibilities

  • Monitor weekly, quarterly and annual Area/Segment-level Bookings and P&L forecasting

  • Recognize and disclose internal and external drivers impacting performance and trending

  • Keep an eye on monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources

  • Work in partnership with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization

  • Collaborate with Accounting on the monthly and quarterly financial close process

  • Cooperate closely with cross functional partners in Accounting and Operations to execute against plans

  • Allow effective Business Intelligence (BI) to provide forward-looking insight and decision support

  • Assemble and watch forecasting reports

  • Provide monthly reporting to business partners on financial results and actions required

  • Dissect performance to date and assess potential risks and opportunities


  • 3+ years' experience with advanced financial analysis, planning and budget controls required

  • Microsoft Excel experience

  • Strong presentation skills

  • Bachelor's Degree in Finance, MBA preferred

  • Be able to simplify complex problems and build solutions

  • Exceedingly skilled with financial reporting tools

Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.

When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.

Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States.

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Salary: DOE

Location: CHICAGO, IL

Date Posted: January 6, 2021

Employment Type: Full-time

Job Reference: 01300-0011399250

Staffing Area: Full-Time Accounting u0026 Finance