Job Description

P&A Finance – Account & Portfolio Performance  


Job Summary:   

Performance & Advisory is our new multi-dimensional finance capability that opens boundless opportunities for our people and reflects the strong culture of shared success that we aim to build.  

The Performance component directly reflects that success is based on business outcomes achieved; while the Advisory component represents the expected contribution further along the value chain, with shared accountability for results. 

P&A professionals will be equal team members on the Finance teams to which they are assigned, sharing ownership of business outcomes. Functionally aligned. Directly assigned. 

Within Performance & Advisory we have five towers, collaborating as needed to achieve shared outcomes and shared success: 

  • P&A Account & Portfolio Performance  
  • P&A Forecasting & Planning 
  • P&A Payroll & Cost Optimization 
  • P&A Data Analytics & Storytelling 
  • P&A Investments 
  • P&A Competitor Financials 
  • P&A Integrated Delivery Finance 

P&A Account & Portfolio Performance is responsible of maximize business performance outcomes by driving actionable solutions across the portfolios and accounts focus on push Growth, Sustained Profitability and Cash-flow health. Be primary finance partner & business advisor providing financial insights for business case development, scenario planning & driving solutions. Lead collaborations across functions & business to optimize outcomes. Manage risk across client portfolio & accounts. Exposure to senior leadership. Manage large complex work effort and innovation mindset. 

Key Responsibilities: 

  • Support a specific “portfolio” senior leadership team as the finance point of contact and advisor for all financially related aspects of the portfolio.  
  • Contribute to the development of annual budgets, quarterly forecasts, and the production of monthly reporting and analysis. 
  • Assist with the development of standard planning and forecasting requirements, processes, instructions, calendars, and templates to be used for financial activities within the portfolio.  
  • Assist with integration of planning and forecasting processes along several dimensions including but not limited to functional area, business activity, client chargeable, etc.  
  • Provide financial support to portfolio leadership with analysis and proposals of activities to generate critical financial impacts such as cost reduction, headcount management, Profit improvement, revenue expansion, among other potential examples.  
  • Proactively assist and participate in the implementation of such activities to generate costs reductions, profit improvement, revenue generation, etc. 
  • Collaborate across teams to determine and share best practices in all aspects of financial management. 
  • Provide support and analysis around the design, set up and implementation of new structures and approaches within the economic model 
  • Have active participation in monthly/quarterly processes leading others in work efforts. 
  • Be the main speaker in calls with leadership presenting results, forecast or work efforts. Be able to adapt and communicate effectively with various audiences.   
  • Prepare Ad hoc analysis as required. 
  • High level of exposure with Senior Managers and Leadership 
  • Analysis and solving of moderately complex problems. May need to create new solutions, leveraging and, where needed, adapting existing methods and procedures. 
  • Understanding of the strategic direction set by senior management as it relates to team goals. 



Technical and Personal Skills: 

  • Student/degree in finance/accounting or related fields 
  • Advanced English (Oral/Written) 
  • Excel (dynamic tables, advanced formulas, macros) and Power Point skills. 
  • Desirable skills: Storytelling, Visualization tools (Power BI), Data Analytics, SQL and automation. 
  • Good communication (written and oral) and interpersonal skills 
  • Ability to work creatively and analytically in a problem-solving environment 
  • Self-driven, proactive, inquisitive. Ability to work with little supervision adhering to a specific calendar of deliverables and asking for guidance when challenged. 
  • Able to supervise and being a role model to others. 
  • Ability to lead an ad-hoc project with little or no supervision, asking for guidance when challenged, or to propose solutions to unexpected challenges. 
  • Ability to proactively identify areas for analysis or requiring attention.