Commercial Credit Analyst assessing creditworthiness of corporate clients for BAC, a financial institution focusing on sustainable banking practices. Analyzing financial data and ensuring compliance with credit regulations.
About the role
- Portfolio Analyst role at Hiscox managing project portfolio management solutions and vendor management. Ensuring data accuracy, supporting procurement processes, and tracking performance in a hybrid work environment.
Responsibilities
- Maintain end to end data accuracy within project portfolio management solution(s) by validating and regularly auditing initiative-, milestone-, resource-, and financial-level data to ensure consistency with governance standards.
- Proactively monitor data quality, identifying gaps, inconsistencies, or delays in stakeholder updates and driving timely resolution.
- Ensure adherence to data governance protocols, including benefit classifications, cost categories, dependencies, assumptions, and risk ratings.
- Support reporting cycles by preparing for governance forums and coordinating data readiness checks across initiative teams.
- Facilitate regular touchpoints with initiative teams to gather insights, validate data entries, understand changes to scope or assumptions, and identify risks that may impact timelines or financial outcomes.
- Drive consistency in portfolio practices by helping stakeholders understand processes and templates, definitions, phase gates, and reporting frameworks.
- Prepare executive ready materials, translating raw data into concise, visually clear narratives tailored for senior stakeholders.
- Perform ad‑hoc analyses to support strategic questions from leadership, such as scenario modeling, initiative benchmarking, or value at risk.
- Support the review of Statements of Work (SOWs) and change requests to ensure accuracy, completeness, and alignment with established standards before they move into approval workflows.
- Submit SOWs and change requests into the enterprise system and track their progress through the review/approval process.
- Support the creation and management of purchase orders to ensure timely processing of vendor services.
- Coordinate with suppliers to resolve administrative discrepancies, receipt invoices, and support audit or compliance inquiries.
- Maintain vendor documentation, records and onboarding material to ensure an up to date and complete vendor file.
Requirements
- Bachelor's degree in business, analytics, finance, economics, data science, or related field
- 3-5 years of experience in analytical roles (business analyst, data analyst, PMO analyst, finance analyst) or in project management
- Strong Excel skills and familiarity with Power BI or Tableau
- Familiarity with Agile tools such as Jira or Trello
- Strong analytical thinking and communication skills
- Experience supporting vendor management or procurement
- Ability to prioritize multiple deadlines in a fast-paced environment
- Experience supporting transformation or strategic initiatives
- Knowledge of benefit realization frameworks or portfolio governance processes
- Experience with enterprise portfolio management or work-tracking software
Benefits
- Competitive salary and bonus (based on personal & company performance)
- 401(k) with competitive company matching
- Comprehensive health insurance, vision, dental and FSA plans (medical, limited purpose, and dependent care)
- Company paid group term life, short- term disability and long-term disability coverage
- 24 Paid time off days, 2 Hiscox Days, 10 paid holidays, and ability to purchase 5 PTO days
- Paid parental leave
- 4 week paid sabbatical after every 5 years of service
- Financial Adoption Assistance and Medical Travel Reimbursement Programs
- Annual reimbursement up to $600 for health club membership or fees associated with any fitness program
- Company paid subscription to Headspace to support employees’ mental health and wellbeing
- Dynamic, creative and values-driven culture
- Modern and open office spaces, complimentary drinks
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Commercial Credit Analyst I analyzing creditworthiness of clients from a financial perspective for BAC Credomatic. Responsible for credit portfolio quality through rigorous financial analyses and credit recommendations.
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