Position: Portfolio Analyst

Location: San Diego, CA

Duration: 12+ Months Contract

Total Hours/week: 40.00

Client: Medical Device Company

Employment Type: Contract on W2 (Need US Citizens Or GC Holders Only)

No H1B’s

• Work hours: start time 7 or 7:30
• Hybrid work schedule Set days in the office and others remote. Must be local
• Contract to hire

3 must haves:
• Education (Bachelor's degree) or applicable experience in reconciliation or data analysis
• Intermediate Excel – need to have more experience than beginner level. A large portion of the role requires Excel - using formulas, pivot table, and other functions.
• Experience on projects or process improvements showing their ability to work independently, contribute to a team, and be proactive.

 

The mission of the Government Contracting and Operations Group (GCOG) is to enable commercial strategy and drive profitable sales growth by shifting our mindset to being more “front office”, by exceeding customer (internal) needs and improving customer experience in the areas of contracting, sales operations, business analytics and operational excellence.

 

This will be accomplished by standardizing, automating, and integrating (GCOG approach) as one company, driving data integrity, and remaining agile to the evolving needs of customers and BD’s Go-to-Market corporate and business unit strategies.

 

The GCOG team will embrace industry leading capabilities, develop our talent and know-how, hold ourselves accountable to strong performance and operate by the highest values and culture of the company.

 

Accountabilities in this role

As a member of the GCOG Portfolio Team this role is responsible for managing federal accounts including receivable balances, invoice submission, collection functions, account reconciliation, problem resolution.

 

Specific Responsibilities:

Candidate will work closely with other departments including Contracting, Credit, Billing, Database, Asset Management, and Accounts Receivable areas to identify and resolve issues affecting timely account payment. Furthermore, candidate must possess the ability to develop and foster business relationships with internal and external stakeholders.

 

This role will have the following responsibilities at different stages of the contracting lifecycle:

Portfolio Support- Provide customer assistance regarding invoices, accounts receivable balances, questions regarding their equipment, etc.

Work with government customer contacts including Accounting, Pharmacists, Contract Representatives, and Contracting officers.

Collaboration with other departments as needed for information or resolution.

Invoice Submission – Most federal invoices require electronic submission within the respective web portals.

DOD - submitted in ECAT or WAWF within the PIEE portal

Veteran Affairs - submitted in Tungsten Portal

Public Health - is submitted in the IPP portal if the contract is loaded, if not emailed.

Bureau of Prisons - managed through a 3rd and handled as a large project.

Manual invoice(s) create & send following our Sarbanes-Oxley Act (SOX) protocol

Review Government Invoicing Terms

Verify period of performance dates are correct

Verify that the funded amount matched the items and number of months

Verify we can follow and comply with the invoicing requirements

Collections - Contact customers, communicating in a positive & friendly manner, via phone, email or formal letters as needed to collect payments in accordance with due dates,

Manage Open Account Receivable balances identifying aging items, a skipped month, or patterns

Notify management as an issues age, become more complex, or requires assistance

Timely follow up on past due balances and payment arrangements

Properly document collection efforts & status reporting; high level monthly reports provide status & path to resolution to upper management, daily aging reports provide details of the recent efforts 

Identify issues attributing to account delinquency

Escalate delinquent accounts as per the escalation protocol

Collaborate closely with other teams as needed

Work with Database/Asset Management, etc., to correct entry errors and correct invoice(s) accordingly

1000. and follow up on the status of Term Begin Date Adjustments, Return Material Authorizations, Cancelled Sales Orders, and Reverse Billing Not Live Items.

Research Operational issues with field personnel

Reconciliations – Perform Contract/PO reconciliation which could be one contract or all active contracts for on a specific customer. 

Review Contract funding and line breakdown

Review the All-Units Report showing the customer footprint

Review the Submitted invoices

Review the quotes including pricing, configuration, and quantities

Review payments received and how they were posted

Analyze and identify discrepancies

Other responsibilities can include:

Training others

Assisting other team members

Special projects and ad-hoc reporting

Support audit requirements.

Candidate should be self-motivated, possess excellent research and organizational skills, and a strong ability to multi-task. Candidate should be able to work independently, set own priorities based on current PM workload, contract due dates, and customer demands.

 

Qualifications

Bachelor’s degree or 3+ years in collections or account reconciliation (preferred), preferably in a manufacturing environment.

Strong interpersonal skills, customer service orientated, persistent, analytical & critical thinking skills, patient in stressful situations, reconciliation skills, working knowledge of spreadsheets (Excel) and word processing, excellent follow through; strong verbal & written skills; familiarity with computerized accounting / accounts receivable systems.

Flexible prioritization while managing competing projects, deadlines, and daily responsibilities, make decisions under pressure, work extended hours, and work effectively in a team environment.

Ability to work in a demanding fast-paced work environment with continual shifting priorities; and collaborate with multiple teams. Very limited travel.

 

 

Key Competencies

Business Acumen

Partnership and customer focus

Accountability

Work across functions and teams (matrix environment)

Delivering under pressure

Strive for continuous improvement

Analytical and Problem solving orientated