Portfolio Admin Review
at IBM
Placement (10 Months+)
Business Management, Project Management
London
Review Submitted: June 2023
Overall Rating
3.6 /5
The Overall Rating is the average of all the ratings given in each category. We take those individual ratings and combine them into one final score!
Overview of Role
Please give an overview of your role and what this involves on a day-to-day basis.
Liaising with project managers and resources to update forecasts and rates in Financial Workbooks (FWBs) to establish accurate GP%.
Liaising with clients to obtain purchase orders.
Liaising with internal finance team to check time sheets and seek approval from clients for invoicing.
Liaising with clients to ensure invoices sent by IBM are accurate and paid on time.
Updating our internal finance team with our current financial position (purchase orders, invoicing, extensions, and future opportunities) through weekly calls.
Delivering high-level presentations fortnightly with senior partners and project managers to outline our current and future financial position (signings, portfolio GP% and quarterly revenue).
Reviewing contracts, seeking commercial approval, and liaising with partners ad clients to ensure contracts are signed on time.
Using a combination of IBM and DWP platforms/tools to price contracts, seek approval, check/accept/receive contracts, and internally load contracts with our contract registration team.