Senior Portfolio Analyst
The Walt Disney Company
full-time
Posted on:
Location Type: Hybrid
Location: Bristol • Connecticut • Florida • United States
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Job Level
About the role
- Participate in creating the Capital Portfolio of work and the Capital Budget
- Work with stakeholders to collect, build, and validate Quarterly Forecast information
- Proactively gather and validate necessary inputs from the Alliances to support portfolio capital planning and execution, including forecast and current month allocations
- Perform evaluations and analysis of the active portfolio to ensure alignment with business goals and budgets
- Proactively identify financial trends, recommend adjustments, and signal potential issues
- Collaborate with relevant stakeholders to gather necessary inputs and provide actionable insights or documentation as needed
- Support ad-hoc initiatives with various alliances to ensure foundational financial readiness
- Respond to ad-hoc requests from leadership and supported alliances with a focus on speed, accuracy, and clarity
- Prioritize incoming requests based on urgency, business impact, and deadlines, ensuring timely and high-quality deliverables
- Maintain regular communications with Portfolio Management team, peers, and DEEP&T managers
- Generate detailed project reports for stakeholders; ensure completeness, accuracy, and timeliness
- Develop and maintain the project approval process
- Maintain and govern the list of Technology programs reflecting project performance
- Process new work requests and ensure prioritization based on business need, budget, and resource availability
- Perform monthly resource allocations from expense to capital
- Perform monthly capital accruals
- Assist the Fixed Assets team in asset capitalization and confirm project details
- Provide support to various Disney Entertainment and ESPN Product & Technology (DEEP&T) Alliances
- Assure compliance with tax, legal, asset accounting, and TWDC policies and procedures
- Proactively resolve issues related to the portfolio or budget
- Escalate issues as appropriate
Requirements
- BS in Business or related field
- Strong organizational, interpersonal, and communication skills
- Strong analytical skills, including expertise in Microsoft Excel, Airtable, and other MS Office programs
- Thorough understanding of Portfolio Management and Project Accounting concepts and practices
- Minimum 5+ years’ experience
- Familiarity with corporate accounting software such as SAP, and visualization tools like PowerBI is a plus
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
portfolio managementproject accountingfinancial analysisresource allocationcapital budgetingfinancial forecastingasset capitalizationmonthly capital accrualsdata analysisbudget management
Soft skills
organizational skillsinterpersonal skillscommunication skillsanalytical skillsproblem-solvingcollaborationprioritizationattention to detailadaptabilitytime management