CrawlJobs Logo
Foundation Software Logo Foundation Software · Finance

Portfolio Manager

United States of America, Strongsville · Job Posted June 03, 2026
Apply Position
Job Link Share

Job Description

The Foundation Pay Portfolio Manager is responsible for managing and growing a portfolio of commercial card and automated payables clients. This role serves as the primary relationship manager for assigned clients, driving portfolio spend, revenue growth, client retention, product adoption, and overall profitability. The successful candidate combines strong financial and analytical capabilities with exceptional client relationship skills to identify growth opportunities, optimize payment programs, and deliver measurable value to clients.

Job Responsibility

  • Manage and grow an assigned portfolio of commercial card and automated payables clients, driving volume, transaction activity, product utilization, and overall revenue growth
  • Develop strategic account plans focused on portfolio optimization, client retention, supplier payments, AP automation adoption, and rebate generation
  • Serve as the primary relationship manager for client stakeholders across finance, treasury, accounts payable, procurement, and executive leadership
  • Conduct regular business reviews, analyze payment activity and portfolio performance metrics, and provide actionable recommendations to improve working capital, payment efficiency, and electronic payment adoption
  • Identify and execute opportunities for new product adoption, workflow enhancements, and expanded commercial card usage
  • Monitor portfolio health, proactively address attrition risks or declining spend trends, and create action plans for underperforming accounts
  • Prepare portfolio reporting, maintain account documentation and opportunity pipelines, and leverage analytics to identify growth opportunities
  • Partner cross-functionally with underwriting, onboarding, implementation, and sales teams to support client success, resolve complex issues, and generate referral opportunities

Requirements

  • 1-3 years of experience in commercial payments, treasury management, commercial cards, AP automation, banking, fintech, or related financial services
  • Proven experience managing client relationships and driving portfolio or revenue growth
  • Strong analytical, financial, communication, and presentation skills
  • Ability to interpret data and deliver strategic, actionable client recommendations

Nice to have

  • Experience with commercial card programs, automated payables, virtual cards, and AP automation solutions
  • Knowledge of accounts payable workflows and treasury management services
  • Experience supporting middle market or commercial banking clients

What we offer

  • Medical
  • Dental
  • Vision
  • 401K
  • PTO
  • Manicures and pedicures in the office
  • Massages
  • House cleaning
  • Laundry service
  • Monthly car washes
  • Catered lunches Wednesdays
  • Monthly happy hour
  • Top-notch workout facility
  • Fitness classes
  • Free personal training
  • Game room with table tennis, foosball, and video game systems
  • Full kitchen
  • Free coffee and specialty flavors
  • Soft drinks
  • Snacks
  • Tickets to Cleveland sporting events
  • Variety of lunch and learns
  • Various employee-appreciation events
  • Paid vacation
  • Paid holidays
  • 401(k) with match
  • Tuition reimbursement
  • Medical, eye and dental insurance
  • Discounts on pet, home, and auto insurance through Liberty Mutual
Foundation Software - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Portfolio Manager

8 matching positions

Project Portfolio Manager

Intratek Computer, Inc. is looking for a Mid – level Project Manager with Portfo...
Location
Location
United States , Orange
Salary
Salary:
Not provided
intrapc.com Logo
Intratek Computer, Inc.
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Education equivalent to a minimum of a Bachelor’s degree in business, computer science, mathematics, or related field
  • A minimum of approximately five to seven (5-7) years of professional level project management experience in computer systems, business, accounting and/or business intelligence applications, two (2) years of which are managing “cutting edge” projects
  • Portfolio / Project Portfolio Management (PPM) experience desired, skilled in managing and configuring PPM software/tools (examples: ServiceNow PPM, Clarity PPM, Microsoft Project Online, Smartsheet Control Center, Planview, etc.)
  • Proficient with MS Office, MS Project, MS Teams, and issue tracking software, such as Jira, MantisHub
  • Clear, concise, and effective communicator, both verbal and written
Job Responsibility
Job Responsibility
  • Manage multiple projects concurrently
  • Manage project from inception through post-deployment support
  • Facilitate meetings with project teams, including internal resources and external vendors
  • Communicate project status to all levels of management, including Board of Directors, senior executives, management, project sponsors, stakeholders, and team members
  • Lead project teams
  • Oversee, mentor, and train other project managers, and project team members
  • Manage vendor relationships
  • Develop and implement long-range strategies to achieve project milestones
  • Facilitate and manage problem resolution
  • Request and manage resources and user involvement
What we offer
What we offer
  • Paid vacation
  • Medical Insurance
  • Paid holidays
  • PTO
  • 401K
Read More
Arrow Right

Legal Entity Portfolio Manager

Institutional Credit Management (ICM) works closely with our Banking & Internati...
Location
Location
Hungary , Budapest
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Degree in Finance or Accounting or higher degree in Business (MBA), or any other related subject
  • An MBA, CPA, CFA preferred, and formal credit training is a plus
  • Financial Services experience including 7+ years of credit experience in Banking or Credit Risk Management
  • Superior risk assessment skills
  • Fully conversant in credit policy and risk principles and perceived as a respected carrier of risk culture
  • Ability to recognize and address major types of risk, including market, operational and cross border
  • Solid knowledge in risk and regulatory capital issues as they relate to transactions, portfolios and businesses
  • Proactively engages team, partners and seniors to collaborate holistic client-centric approach
  • Highly Effective interpersonal skills
  • Solid organizational skills
Job Responsibility
Job Responsibility
  • Managing the credit risk processes and systems for the detection of early signals of distress within the in-scope legal entity wholesale portfolio
  • Responsible for portfolio monitoring strategies including Portfolio Health Reviews, Risk Appetite & Limits Management and Early Warning Indicators
  • Liaising with other teams within ICM Portfolio Management, other ICM teams, Risk Management, and business partners
  • Producing recommendations to the portfolio owners that may include portfolio reviews, stress tests, risk appetite and underwriting criteria recalibrations, reclassification of facilities, risk rating changes
  • Ensuring portfolio management is consistent with industry leading practices and conforms to all internal credit procedures/policies, and regulatory expectations
  • Continuous engagement across ICM, Lines of Business and Independent Risk senior stakeholders
  • Partner with stakeholders in the design and calibration of metrics and indicators for EW and Portfolio Health
  • Execute plans, strategy and objectives for IM PMLE
  • Assist as Subject Matter Expert in developing/enhancing Learning, Develop and Training for PMLE
  • Support PMLE, ICM PM, and WCR on internal projects and initiatives
  • Fulltime
Read More
Arrow Right

Senior Portfolio Manager

We are looking for a detail-oriented and experienced Senior Portfolio Manager to...
Location
Location
United States , Seattle
Salary
Salary:
80000.00 - 110000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience in asset management, portfolio management, or loan servicing
  • Strong understanding of loan agreements, financial reporting, and compliance requirements
  • Proficiency in analyzing financial statements and monitoring portfolio performance
  • Experience conducting property inspections and assessing property conditions
  • Familiarity with construction loans, including reviewing budgets and third-party reports
  • Excellent organizational and analytical skills to manage multiple tasks effectively
  • Ability to communicate and collaborate with cross-functional teams and leadership
  • Bachelor's degree in finance, business, or a related field is preferred
Job Responsibility
Job Responsibility
  • Oversee the input and management of loan performance data in the loan management system
  • Collect, review, and monitor financial reports for the loan portfolio to ensure accuracy and compliance
  • Analyze property financial statements and track loan performance metrics regularly
  • Ensure all transactions adhere to the terms and conditions of legal agreements, including reporting and covenant requirements
  • Evaluate and recommend actions regarding property reserve requests for portfolio loans
  • Conduct annual on-site property inspections to assess conditions and compliance
  • Perform comprehensive annual reviews of borrowers, sponsors, and guarantors to evaluate their financial stability
  • Assist with construction loan oversight by reviewing third-party reports, budgets, and draw requests
  • Take on additional responsibilities as needed, leveraging prior experience and expertise
What we offer
What we offer
  • M/D/V - 100% paid for employees
  • STD/LTD
  • 8% contribution to IRA
  • 2 weeks PTO
  • 6 paid holidays
  • discretionary bonus
  • free online training
  • medical, vision, dental, and life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Credit Portfolio Group Manager

The Portfolio Credit Risk Management role oversees portfolio risk management act...
Location
Location
Colombia , Bogotá
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of experience
  • Solid knowledge and hands-on experience in risk management, especially with credit portfolios
  • Acumen in questioning, examining, and validating new account strategies, account management strategies, and non-scoring financial models
  • Familiarity with compliance protocols with a demonstrated ability to direct, assess and dispute compliance adherence
  • Experience in conducting and directing internal and external audits
  • Ability to collaborate with multiple teams and departments
  • Comprehensive knowledge and experience in risk assessment
  • Proficiency in ensuring compliance with legal and regulatory requirements
  • Advanced expertise in scrutinizing and evaluating complex financial data
  • Proficiency in credit analysis, counterparty risk, and portfolio stress testing
Job Responsibility
Job Responsibility
  • Supervise and scrutinize risk management activities related to the credit portfolio
  • Oversee the end-to-end framework for credit reserve adequacy and stress testing
  • Validate new account strategies, account management strategy development, and non-scoring financial models
  • Conduct rigorous internal and oversight reviews
  • Assess and analyze risk during decision making processes
  • Ensure firm policies are upheld and promote ethical conduct
  • Stay informed about industry trends and leverage strong communication skills
  • Monitor and adapt current practices according to the latest trends in credit risk analysis
  • Utilize expertise to enhance compliance processes for credit portfolio limits
  • Serve as a key authority in overseeing the first line of defense processes for portfolio management
  • Fulltime
Read More
Arrow Right

Senior Credit Portfolio Risk Manager

Senior management-level position leading credit risk function for unsecured lend...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in a quantitative field such as Finance, Economics, Statistics, Mathematics, Engineering, or Computer Science
  • Master's degree or MBA preferred
  • Minimum of 8-10 years of experience in credit risk management within the financial services industry
  • Significant focus on unsecured lending
  • Proven experience in a leadership or team management role
  • Extensive experience in developing, testing, optimizing, and implementing credit strategies
  • Advanced proficiency in statistical modeling, predictive analytics, machine learning techniques, and quantitative methods for credit risk
  • Strong understanding of data warehousing, SQL, and experience with large datasets
  • Deep understanding of credit lifecycle management (origination, account management, collections), PD/LGD/EAD modeling, stress testing, and regulatory requirements
  • Expertise in analytical tools such as SAS, R, Python, SQL, and data visualization tools
Job Responsibility
Job Responsibility
  • Develop, implement, and continually refine credit risk strategies for unsecured lending products
  • Utilize advanced risk analytics and loss forecasting techniques to identify emerging trends and assess portfolio performance
  • Monitor key financial drivers and portfolio metrics to inform decision-making
  • Collaborate with product, marketing, finance, and operations teams to align risk strategies with business objectives
  • Lead the development, validation, and implementation of predictive credit risk models, scorecards, and decision engines
  • Oversee data management practices for credit risk
  • Lead, mentor, and develop a team of risk analysts and specialists
  • Build and maintain strong relationships with internal stakeholders across various departments
  • Lead the end-to-end process of developing new credit strategies
  • Design and execute champion/challenger tests and other experimental designs
What we offer
What we offer
  • Extensive on-the-job training and exposure to senior leaders
  • Traditional learning opportunities
  • Chance to give back and make a positive impact through volunteerism
  • Resources to meet unique needs
  • Empowerment to make healthy decisions
  • Support for managing financial well-being and planning for future
  • Fulltime
Read More
Arrow Right

Independent Portfolio Manager

WorldQuant develops and deploys systematic financial strategies across a broad r...
Location
Location
United States , Austin or Chicago or Miami or New York or Old Greenwich or San Francisco or West Palm Beach
Salary
Salary:
150000.00 - 200000.00 USD / Year
worldquant.com Logo
WorldQuant
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ years’ experience in developing systematic strategies including a verifiable track record with positive PnL and Sharpe
  • Strong programming skills in mainstream quant programming languages, such as Python and C++
Job Responsibility
Job Responsibility
  • Develop systematic strategies that use statistical signals associated with various market inefficiencies applied to a broad variety of asset classes including global equities and/or ETFs, futures, currencies and options
  • Independently lead, manage and grow quantitative investment portfolio (portfolio will have a separately identifiable track record)
  • Autonomy to build your own research pipeline and grow your team
What we offer
What we offer
  • Fully paid medical and dental insurance for employees and dependents
  • flexible spending account
  • 401k
  • fully paid parental leave
  • generous PTO (paid time off) that consists of: twenty vacation days that are pro-rated based on the employee’s start date, at an accrual of 1.67 days per month, three personal days, and ten sick days
  • Employee discounts for gym memberships, wellness activities, healthy snacks, casual dress code
  • learning and development courses, speakers, team-building off-site
  • Employee resource groups
Read More
Arrow Right

Liability Portfolio Manager

Are you a qualified actuary (or CFA qualified), looking for your next exciting c...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
staractuarial.com Logo
Star Actuarial Futures
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified actuary or CFA qualified
  • Detailed knowledge of Bulk Purchase Annuities
  • Demonstrable experience of supporting new business activities, Solvency II, Matching Adjustment and wider ALM
  • Good knowledge of different investment markets, insurance and asset management and the usage of derivatives
  • Strong problem-solving, team management and communication skills
Job Responsibility
Job Responsibility
  • Overseeing liability-focused portfolios including the implementation of investment and hedging strategies
  • Supporting and developing the firm's strategy, with a particular focus on BPA and other liability-focused propositions
  • Day-to-day management of annuity, non-profit and hedging portfolios, including Matching Adjustment-related and Solvency II-focused initiatives
What we offer
What we offer
  • excellent package
  • Fulltime
Read More
Arrow Right

IT Portfolio & Application Manager

Pact Group is seeking an exceptional IT Portfolio & Application Manager to partn...
Location
Location
Australia , Moorabbin
Salary
Salary:
220000.00 - 250000.00 AUD / Year
iaggbs.com Logo
IAG GBS
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Senior IT leadership experience, including 5+ leading complex portfolios
  • Knowledge of Cyber security principles, design and project management
  • Deep knowledge of SAP, application management, DevOps and modern IT architecture
  • Strong financial acumen — budgeting, valuation, spend optimisation
  • Leadership experience managing high performing on/offshore teams
  • Expertise in project delivery, PM frameworks and ITIL
  • The ability to influence senior stakeholders, challenge thinking and drive change
  • Strong commercial judgement, decisive leadership and strategic foresight
Job Responsibility
Job Responsibility
  • Strategic alignment of our technology agenda to business goals
  • End-to-end portfolio planning, demand intake and investment prioritisation
  • Governance, delivery and financial management of complex multi-million-dollar programs
  • Application oversight across SAP and key enterprise systems
  • Project management standards, methodologies and compliance
  • Vendor partnerships, resource optimisation, capacity planning and risk management
  • Portfolio health, performance reporting, benefit realisation and KPI visibility
  • Lead a highly engaged team
  • Lead the day-to-day operational performance of our IT function, including Application Teams, business units, vendors, and cross functional teams, to drive IT initiatives and maintain the performance and reliability of applications
  • Fulltime
Read More
Arrow Right