New

Portfolio Operations Financial Analyst IV

Toshiba Global Commerce Solutions
life insurance, 401(k)
United States, North Carolina, Durham
3901 South Miami Boulevard (Show on map)
Oct 03, 2025
Toshiba Global Commerce Solutions is seeking a Portfolio Operations Financial Analyst IV. The Central Finance and Operations Team unifies financial and operational data into a single source of truth, standardizes forecasting and pricing, runs the company cadence with KPIs and OKRs, and drives operational excellence across Product, Professional Services, and Innovation. This highly visible role sits at the intersection of Sales Operations and margin. You will play a critical role in producing the monthly operational forecast for the portfolio, keeping pipeline and forecast aligned, enforcing Salesforce hygiene, building program reporting, and partnering with business operations to translate cost to serve into clear gross margin insights, and turn data into choices on growth, pricing, and investment. Responsibility Produce the monthly operational forecast for the portfolio in partnership with Strategic Finance, Sales, Customer Success, and Biz Ops. Maintain forecast integrity by analyzing pipeline variance to forecast and documenting business reasons in a clear change log. Develop a full understanding of monthly forecast drivers, document them with definitions and owners, and keep the driver library current. Conducts Forecast Scenario modeling to assess planning and contingencies. Enforce Salesforce hygiene and stage discipline with stakeholders, ensuring required fields, stage definitions, and handoffs are followed. Build and maintain program reporting in Tableau that tells the story of performance, trends, risks, and opportunities for leadership reviews. Partner with Biz Ops to map cost to serve and surface gross margin by offering and division, highlighting levers to improve mix and utilization. Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and increase productivity by developing automated reporting/forecasting tools Lead regular cadences for pipeline change reviews, actuals vs forecast reviews, and preparation for monthly/quarterly/annual business planning. Maintain tight documentation of processes, SOPs, metric definitions, and change logs so the operating cadence is clear and auditable. Requirements and Areas of Expertise 5+ Years with a degree in Business, MBA is a plus Financial acumen: revenue mechanics, bookings vs billings, cost to serve, gross margin, unit economics, budget and variance basics. Excel modeling: driver-based models, structured workbook design, scenario and sensitivity worksheets, Power Query for refresh and joins, comfort connecting tables and using relationships, strong use of named ranges and dynamic arrays, robust checks for data integrity. Tableau: calculated fields, table calculations, parameters, actions, performance tuning, and clear storytelling that highlights the right metrics, trends, and decision points. Salesforce: pipeline flows and stage design, field governance and required-field design, hands-on data stewardship, and partnering with Sales to optimize process and hygiene. Data fundamentals: metric definitions, lineage and change control, basic SQL, data quality practices. Communication and influence: concise, executive-ready writing and visuals; ability to drive alignment and compliance across Sales, CS, Product, Engineering, and Finance. Profile: 3 to 5 years in Sales Ops, RevOps, FP&A, or similar. Bachelor's degree in a business discipline is a strong plus. Nice to have Programming for automation in Excel or pipelines, such as VBA or Python. Workflow automation or lightweight modeling experience. Exposure to operational analytics like throughput, utilization, cycle times, or experiment readouts. Toshiba Global Commerce Solutions is a dynamic billion-dollar global company based in Research Triangle Park, NC, providing retail store solutions to your favorite brands. Have you ever been in a hurry and made use of the self-checkout at Lowe's Foods, earned fuel rewards at Kroger, or just paid for purchases at retailers such as Walmart, Michaels, Carrefour, The Gap, Calvin Klein, Boots, Cencosud, BJ's, or Costco? These are just a few examples of our in-store solutions and impressive customer base that made us the world's installed market share leader. The nature of retail is changing quickly, so if you share our 'Together Commerce' vision of a seamless two-way, participatory shopping experience, let's get together to drive the new economy. Toshiba Global Commerce Solutions, Inc. offers a competitive salary and generous benefits package including the following: Group health coverage (medical, dental, & vision) Employee Assistance Programs Pre-tax spending accounts 401(k) plan (with company match) Company provided life insurance Pet Insurance Employee discounts Generous paid holiday schedule, paid vacation & sick/personal days EEO: Toshiba Global Commerce Solutions is an equal opportunity/affirmative action employer that evaluates qualified applicants without regard to age, ancestry, color, religious creed, disability, marital status, medical condition, genetic information, military or veteran status, national origin, race, sex, gender, gender identity, gender expression and sexual orientation or any other protected factor. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Individuals who need a reasonable accommodation because of a disability for any part of the employment process should email benefits@toshibagcs.com to request an accommodation DIVERSITY, EQUITY & INCLUSION: We at Toshiba Global Commerce Solutions firmly believe that our people are an integral part to the success of our customers. Furthermore, we're committed to Diversity, Equity, and Inclusion for all our people as highlighted by our 5 Core Principles (Create Outreach, Foster Belonging, Unleash Opportunity, Diverse Cultural Engagement and Culture of Transparency). We're passionate about our customers the retail industry and becoming a more responsible company as we help create a brighter future.