- Professional
- Bureau à Dallas
Credera is a global consulting firm that combines transformational consulting capabilities, deep industry knowledge, AI and technology expertise to deliver valuable customer experiences and accelerated growth across various industries. We continuously evolve our services to meet the needs of future organizations and reflect modern best practices. Our unique global approach provides tailored solutions, transforming the most influential brands and organizations worldwide.
Our employees, the lifeblood of our company, are passionate about making an extraordinary impact on our clients, colleagues, and communities. This passion drives how we spend our time, resources, and talents. Our commitment to our people and work has been recognized globally. Please visit our employer awards page: https://www.credera.com/awards-and-recognition.
The Portfolio Analyst role at Credera is a Business Analyst function focused on supporting Portfolio Operations. This position plays a crucial role in executing internal Finance, Operations, and Risk Management functions through the North America Portfolio structure. The Portfolio Analyst orchestrates Risk Management processes, escalates to senior North American leadership as needed, and tracks information about all North America client accounts based on information from Portfolio Leaders and Client Leads. This role will analyze complex data sets, ensure risk management processes are followed, and work with delivery leaders to track client data.
Job Duties
Core Responsibilities
- Execute and maintain portfolio reporting
- Administer weekly tracking and updates for North America pipeline across portfolios
- Coordinate updates of monthly reforecast data from all portfolios
- Maintain client and portfolio key metric reporting (e.g., targets, incentives, etc.)
- Understand client and portfolio data in order to identify patterns and trends in the data
- Support ad-hoc Portfolio reporting requests as needed
- Administer and coordinate internal Risk Management controls across portfolios
- Track commercial review process for new work outside of target Risk Management KPIs
- Administer working-at-risk policy and process along with Finance team
- Support additional Risk Management processes/controls as needed
- Maintain and execute processes to identify, correct, and, where possible, prevent data-hygiene issues in Portfolio data in internal systems – this will at times include holding senior leaders accountable to data accuracy and hygiene requirements
- Identify areas for improvement and recommend changes for processes, systems, and reporting related to Credera’s portfolio operations
Supportive Responsibilities
- Act as tier 2 support for client delivery leaders’ requests for assistance with operational systems and processes by maintaining documentation, training tier 1 support personnel, and providing oversight and back up coverage
- Act as a business analyst for strategic initiatives related both to Credera’s systems and reporting landscape as well as internal processes (e.g., internal applications and reports, risk management processes, etc.)
- Work with key stakeholders and business owners to identify needs for new analysis efforts related to processes, reporting, or systems
- Interview stakeholders and subject matter experts, document pain points, synthesize findings, and document preliminary analysis to inform requirements and acceptance criteria
- Work with team and business stakeholders to address questions during the development process
- Train employees to use new tools or follow new processes
- Define methods for measuring the effectiveness of new tools and processes to maintain quality standards
- Support communications and training related to any Portfolio Operations systems or process changes
Qualifications
Knowledge & Skills
- Strong attention to detail and ability to handle multiple tasks simultaneously
- Excellent written and verbal communication skills
- Strong analytical and problem-solving skills
- Flexibility and ability to prioritize based on ever-changing business demands
- Experience with reporting and analysis
- Ability to collaborate with executive-level stakeholders
- Proficiency with Microsoft Office suite products, particularly Excel and PowerPoint
- Understanding or experience with consulting business models and operations is very helpful, but not strictly required
Education & Experience
- Bachelor's degree
- 2-4 years of professional experience
- 2-3 years of experience in the consulting industry preferred
Learn More: Credera is part of the Omnicom Precision Marketing Group (OPMG), a division of Omnicom Group Inc. OPMG is a global network of agencies that leverage data, technology, and CRM to create personalized and impactful customer experiences. OPMG offers a range of services, such as data-driven product / service design, technology strategy and implementation, CRM / loyalty strategy and activation, econometric and attribution modelling, technical and business consulting, and digital experience design and development.
Compensation: The salary range listed is provided for informational purposes only. Credera treats all applicants as individuals, considering, but not limited to, their professional and academic experience, specialized training, certifications, and associated responsibilities as they relate to our specific industry. The salary range listed is just one component of our total compensation package for each unique employee.
We believe in recognizing and rewarding contributions at every level. While senior-level employees are eligible for a variable component as part of their compensation package, we are committed to supporting the growth and development of all team members. As employees progress in their careers, everyone will have opportunities to take on new responsibilities and become eligible for additional rewards. We strive to create an environment where everyone is empowered to succeed and advance.
Benefits: Credera provides a competitive salary and comprehensive benefits plan. Benefits include health, mental health, vision, dental, and life insurance, prescriptions, fertility and adoption benefits, community service days, paid parental leave, PTO, 14 paid holidays, matching 401(k), Healthcare & Dependent Flexible Spending Accounts, and disability benefits. For more information regarding Omnicom benefits, please visit www.omnicombenefits.com.
Hybrid Working Model: Our employees have the flexibility to work remotely two days a week. We expect team members to spend three days in person, with the freedom to choose the days and times that best suit them, their project, and their teams. You'll collaborate with your project team to balance flexibility with the benefits of in-person connection, delivering outstanding results for our clients. The Why: In-person engagement is essential for building strong relationships with clients and colleagues. It fosters trust, encourages learning, and helps us grow as consultants and professionals.
Travel: For our consulting roles, our goal is to minimize travel, and most projects do not require extensive travel. While some projects may involve up to 80% travel for a period, the annual average for team members is typically 10%–30%. We take a personal approach to travel by considering your submitted preferences when assigning roles.
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity, sexual orientation, national origin, age, genetic information, veteran status, or disability.
Credera will never ask for money up front and will not use apps such as Facebook Messenger, WhatsApp or Google Hangouts for communicating with you. You should be very wary of, and carefully scrutinize, any job opportunity that asks for money prior to starting and/or one where all communications take place exclusively via chat.
