Portfolio Team Specialist

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Full Time
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PwC/LoS Overview:
Are you interested in the opportunity to work for an industry-leading firm that services clients that include the Fortune 500, and will give you the experience and exposure you need to build your career and personal brand? If you are, then PricewaterhouseCoopers LLP ( ) is the firm for you. PricewaterhouseCoopers LLP (PwC US) helps clients meet the challenges and opportunities of the US marketplace in the areas of assurance, tax, and advisory. We offer the advantage of being part of a global network of firms combined with detailed knowledge of local, state and US national issues. More than 180,000 people in over 158 countries across the PwC network are committed to deliver quality in assurance, tax and advisory services. People across the PwC network share knowledge, experience and solutions to develop fresh perspectives and deliver practical advice. At PwC US, you will be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued. We offer a flexible career progression model that allows for a variety of challenging opportunities throughout your career. We provide unparalleled coaching, mentoring, and career development programs; global opportunities; and state of the art technology-driven methodologies to help you provide quality service to our clients. It takes talented people to support the US firm of the largest professional services organization in the world. Not all of us work directly with external clients. Some of our best people choose to apply their talents inside PwC. As part of Internal Firm Services, you're serving an organization on par with many of our external clients. Our Internal Firm Services team consists of first-rate marketers, human resource professionals, computer technologists, knowledge managers, accountants, financial planners, administrators and leaders. Internal Firm Services staff are the people who make it work for the people who make it work for our clients. Join our Internal Firm Services (IFS) team and help make PwC work even better.
Job Description:
US Finance and Operations plays a pivotal role in implementing the firm's business strategy, drives our financial and operational performance excellence to sustain and strengthen the firm's financial well being, and provides business analytics that help extend PwC?s market competitiveness. There are ten correlated groups within Finance and Operations: Finance - Controller Operations, LOS Finance, Treasury, Partnership Tax, US Procurement, Internal Audit; Operations - Meeting & Event Services, Real Estate, Travel, Security These groups manage the firm's capital monetary resources; drive budgeting, forecasting, reporting and engagement economics at the partner/business unit level; establish internal controls and processes for cost management; provide a safe and progressive workplace; and provide efficient travel and meeting space so our partners and people can profitably grow our firm. LoS Finance and Regional and Business Unit (BU) Finance is responsible for executing budgeting and forecasts at the market/region/BU level. Responsible for asset management; i.e., the billings and collections. Oversees engagement economics for individual partners, clients, markets, BU, and region. Manages portfolio for specific partners, markets, clients, BU, and region. As part of the Assurance Finance organization, the Portfolio Team comprises all Portfolio Managers, Portfolio Senior Associates and Project Team Specialists-Operations. Broadly, across all the staff who comprise the team, their roles focus on analyzing and managing the optimal mix and use of skills, resources and budgets to best achieve the business and revenue goals of the Assurance client service leaders and engagement teams.
Position/Program Requirements:
Minimum Years of Experience: 2 Minimum Degree Required: Bachelor's degree or 4 years of project management experience Knowledge Preferred: Demonstrated understanding of Assurance deployment practices and adherence to established guidelines, processes, systems and tools which enable the engagement team to fully leverage the skills and talents of resources. Skills Preferred: Demonstrated ability to: Provide support to the Team Portfolio Manager (Team PoM) to keep their assigned engagement teams operationally on track to maximize performance and profitability. Maintain overall responsibility (point of contact) for all tactical deployment matters working directly with staff and managers to resolve issues. Staff all external client assignments, including physical inventories and applicable training. Investigate deviations in scheduling system, Retain, to actual and follow-up with individual issues. Prepare historical realization analysis and other relevant reports for Team PoMs. Send Billing & Collections reports to managers and partners on a weekly basis. Handle a variety of diverse responsibilities, analyzes information and conducts research in the delivery of assigned tasks. Provide Team PoM with reports: engagement hours leverage analysis, contrast to budgeted leverage and team average. Review delinquent time sheets, monitor time charged and verify proper code usage; report issues to Team PoM. Assist with material preparation for engagement economics training and the annual budget process. Facilitate and manage the budget card process: compare actual results to budget card planning, work with PoMs on exception issues, utilize budget card reporting to determine gaps. Prepare initial draft of monthly forecast and operational dashboard. Review internal cost/expense detail for non-compliance and unusual items - verifying charges are captured in the correct codes. Gather statistics on needs (e.g. projected hours, variance to budget, work week gaps in scheduling, work load balance issues, overtime, etc.). Review internal cost/expense detail for non-compliance and unusual items - verifying charges are captured in correct codes. Assist in the coordination of team meetings and activities. Provide meaningful, consistent, and value added service to clients. Respect and maintain confidentiality of client, staff, and firm information. Work directly with staff and managers for strategic and tactical deployment matters.

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