06th April, 2026
For more than three decades, Strategic Data Systems (SDS) has been a software consultancy firm specializing in strategy, technology, and business transformation for Fortune 100 companies, mid-sized firms, and startups. At SDS, we empower our development teams to address our clients' critical business challenges by leveraging cutting edge technologies. If you seek a workplace where your contributions are truly appreciated, then SDS is the company for you. Join us today to work alongside fellow development specialists and become a crucial part of our dynamic and cohesive community.
Job Title: Portfolio Operations Specialist Level II
Location: Cincinnati, OH (Blue Ash, ONSITE)
Years of Experience: 3-7
Contract Length: 12m contract to hire
TOP SKILLS:
- This role will be part of the larger business area of Strategic Planning, Partnerships & Shared Operations, specifically supporting Portfolio Operations.
- Candidates MUST have a background in accounting and / or financial analysis.
What You'll Do We are looking for a detail-oriented Portfolio Operations Specialist to join our Portfolio Operations team. In this role, you will support the Portfolio Operations Manager who is responsible to the gap between IT and disciplined financial oversight. The ideal candidate possesses an accounting and financial analysis background, understands contracts and purchasing and is capable of translating complex operational information into budgets and financial forecasts.
Under general supervision of a Portfolio Operations Manager and in conjunction with the Portfolio Operations Manager, lead and direct activities related to one or more Portfolio function while also building expertise in other functions.
The functional areas include:
- Capital and Operating budgets
- Financial Analysis of spend including building budgets and forecasts
- Contract management including purchasing
- Accounting tasks such as accrual management
- Estimating for business cases
Minimum Position Qualifications:
- Background in Accounting and / or Financial Analysis
- 3-7 years of overall experience
- Proven track record of delivering objectives on time and within budget
- Proven problem solving and organizational skills
- Excellent communication and presentation skills to effectively communicate information to customers and to all levels with the organization
- Should be able to participate in other functionally related activities
- Strong skills with Microsoft Excel and Co-pilot / Gemini
- A mindset of driving data driven decisions and support for other stakeholders
Key Responsibilities
- Tracking and reporting on Capital and Opex spend
- Performing financial analysis, forecasts and measuring spend to budget
- Financial accounting responsibilities including accrual management
- Procurement including contract administration, purchase order and invoice management
- Influence the culture of continuous improvement of delivery methodologies
- Set target deadlines and clear predictability and monitor and summarize progress of tasks
What You'll Get SDS, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.
- Competitive base salary
- Medical, dental, and vision insurance coverage
- Optional life and disability insurance provided
- 401(k) with a company match and optional profit sharing
- Paid vacation time
- Paid Bench time
- Training allowance offering
- You'll be eligible to earn referral bonuses!
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