Senior Portfolio Analyst

Posted Yesterday
Be an Early Applicant
4 Locations
In-Office
Junior
Healthtech
The Role
The Senior Portfolio Analyst manages usage-based finance agreements, ensures contract compliance, and provides insights to support revenue growth through data analysis and reporting.
Summary Generated by Built In
Work Flexibility: Hybrid

As Portfolio Analyst, you will play a key role in managing a portfolio of usage-based finance agreements. You will work closely with the Flex Financial Analyst, sales teams, and cross-functional stakeholders to ensure contract compliance and provide insights that support revenue growth. You will gain exposure to multiple functions by working closely with local country finance teams, the Poland Finance Center, and divisional finance. Critical thinking, strong analytical skills, and the ability to communicate financial information in a clear, concise way are essential. You will independently handle complex tasks and contribute to continuous improvements of our processes, while supporting the broader team’s initiatives.    

Who we want:

  • Organized communicators. People who are detail-oriented and able to clearly communicate information to business partners.  
  • Relationship builders. People who build and leverage cross-functional relationships through strong interpersonal skills and collaboration to achieve results.
  • Critical thinkers. People who naturally see opportunities to develop and optimize work processes – finding ways to simplify, standardize and automate.

What you will do:

  • Collect and analyze sales data, prepare reports, and share insights with stakeholders
  • Partner closely with our sales teams to monitor contract compliance
  • Track Supplier Equipment and Product Placement Agreements
  • Prepare and distribute compliance reports
  • Calculate and monitor customer performance in line with contract terms  
  • Identify shortfalls and support the true-up billing process
  • Prepare monthly reports and reconciliations

What you will need:

  • Bachelor’s degree
  • 2+ years general accounting, finance, data analytics or related experience
  • Fluency in English
  • Strong analytical, problem-solving, and critical thinking skills
  • Excellent verbal and written communication skills  
  • High attention to detail and strong organization/time management skills
  • Knowledge of US GAAP (preferred)

Travel Percentage: 10%

Skills Required

  • Bachelor's degree
  • 2+ years general accounting, finance, data analytics or related experience
  • Fluency in English
  • Strong analytical, problem-solving, and critical thinking skills
  • Excellent verbal and written communication skills
  • High attention to detail and strong organization/time management skills
  • Knowledge of US GAAP

Inari Medical Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Inari Medical and has not been reviewed or approved by Inari Medical.

  • Fair & Transparent Compensation Pay is considered competitive for many roles, with employees described as 'extremely happy' with total compensation including pay, stock, equity, and benefits. Feedback suggests above‑average salary levels across departments contribute to strong pay sentiment.
  • Healthcare Strength Benefits include comprehensive medical, dental, and vision coverage, with 100% employer‑paid premiums for employees cited in multiple descriptions. Additional options like critical illness, accident, hospital indemnity, and wellness programs reinforce the healthcare offering.
  • Leave & Time Off Breadth Time off is characterized by unlimited PTO, cited as a top benefit by employees. Paid holidays and flexible hours are also referenced, expanding the range of time‑off options.

Inari Medical Insights

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The Company
HQ: Irvine, CA
956 Employees

What We Do

Inari Medical, Inc. is a commercial-stage medical device company focused on developing products to treat and transform the lives of patients suffering from venous diseases.

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