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Virtual Portfolio Management Funder

Remote: 
Full Remote
Contract: 
Experience: 
Senior (5-10 years)
Work from: 
Texas (USA), United States

Offer summary

Qualifications:

Bachelor's degree in Finance or Accounting., 5-7 years of financial analysis experience., MBA or relevant certifications preferred., Experience in funding strategies required..

Key responsabilities:

  • Conduct financial analysis and reporting.
  • Develop funding strategies for portfolio products.
APCO Holdings, LLC logo
APCO Holdings, LLC SME https://www.apcoholdings.com
501 - 1000 Employees
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Job description


 

 

Summary


 

We are seeking a skilled and detail-oriented Virtual Portfolio Management Funder to join our team. As a Virtual Portfolio Management Funder, you will be responsible for managing the financial aspects of our virtual portfolio of products and services. Your expertise in financial analysis, funding, and risk management will be crucial in ensuring the financial success and growth of our virtual offerings.

 

Essential Duties and Responsibilities

 

  • Financial Analysis: Conduct financial analysis of virtual portfolio products and services, including revenue forecasting, cost analysis, and profitability assessment.
  • Funding Strategy: Develop and implement a funding strategy for virtual portfolio products, ensuring adequate financial resources are available for operations and growth.
  • Budgeting: Prepare and manage budgets for virtual portfolio products and services, tracking financial performance against targets.
  • Funding Procurement: Identify and secure funding sources, including loans, grants, and investment opportunities, to support the virtual portfolio.
  • Risk Assessment: Identify financial risks associated with virtual portfolio products and develop risk mitigation strategies.
  • Financial Reporting: Prepare regular financial reports and dashboards, providing insights into the financial performance of the virtual portfolio.
  • Compliance: Ensure compliance with financial regulations, accounting standards, and industry-specific requirements.
  • Financial Modeling: Build and maintain financial models to support decision-making and scenario planning.
  • Investment Analysis: Evaluate potential investments and financial opportunities related to virtual portfolio products.
  • Cost Control: Implement cost-control measures and cost-reduction initiatives to optimize financial performance.
  • Capital Allocation: Allocate financial resources efficiently to different virtual portfolio products based on financial analysis and business priorities.
  • Collaboration: Collaborate with cross-functional teams, including product development, marketing, and procurement, to align financial efforts with overall business goals.

 

Education and Experience

 

  • Bachelor's degree in Finance, Accounting, or a related field; MBA or relevant certifications (e.g., CFA, CPA) preferred.
  • Minimum of 5-7 years of progressive experience in financial analysis, funding, and financial management, with a focus on the automotive industry or a related sector.

 

Skills

 

  • Financial Analysis: Proficiency in financial analysis, including advanced Excel modeling and data analysis.
  • Funding Strategy: Experience in developing and implementing funding strategies for business operations.
  • Budgeting: Strong budgeting skills and the ability to prepare and manage budgets effectively.
  • Risk Management: Knowledge of risk assessment and mitigation strategies.
  • Financial Reporting: Strong reporting skills to communicate complex financial data effectively.
  • Financial Modeling: Expertise in building and maintaining financial models.
  • Investment Analysis: Ability to evaluate potential investments and financial opportunities.
  • Cost Control: Knowledge of cost-control measures and cost-reduction strategies.
  • Capital Allocation: Skill in allocating financial resources efficiently based on analysis and priorities.
  • Compliance: Understanding of financial regulations, accounting standards, and industry-specific requirements.
  • Communication: Excellent communication and collaboration skills to work with cross-functional teams.
  • Data Analysis: Proficiency in data analysis tools and techniques.
  • Problem-Solving: Effective problem-solving abilities to address financial challenges.
  • Adaptability: Ability to adapt to changing business conditions and industry trends.

 

Physical Demands
 
While performing the duties of this job, the employee is regularly required to type and look at a computer screen for long periods of the day. The employee must be able to sit for long periods of time. 

 

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. 

 

Note

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

 

 


Automobile Protection Corporation (APCO) is a Drug Free Workplace as well as an Equal Opportunity Employer. Qualified applicants shall be considered for all positions without regard to race, color, sex, religion, national origin, age, disability, veteran status, or any other status protected by federal, state or local law.

 


Required profile

Experience

Level of experience: Senior (5-10 years)
Spoken language(s):
Maltese
Check out the description to know which languages are mandatory.

Other Skills

  • Budgeting
  • Adaptability
  • Communication
  • Problem Solving

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