Kerry Gary
Spanish Fort,AL
Summary
Dynamic principal portfolio analyst specializing in portfolio management, budget forecasting, and process improvement, delivering impactful executive reporting and strategic recommendations.
Overview
2026
2026
years of professional experience
Work History
Principal Portfolio Analyst (promotion)
BlueCross BlueShield of NC
Durham, NC
05.2022 - 01.2026
- Conducted complex portfolio planning, analysis, resource forecasting, and budget planning, providing executive-level recommendations to enhance strategic decision-making.
- Strategically led the development of processes, standards, policies, and templates to support the portfolio management function targeting cost savings and operational efficiencies. Example: Planview to Workday migration for portfolio and resource management.
- Developed executive-level reports that provided actionable insights to align with and achieve division goals.
- Managed large-scale portfolios to ensure targets were met.
- Solved complex problems and made executive level recommendations for both staffing and financial aspects that support IT delivery teams.
Senior Portfolio Analyst
BlueCross BlueShield of NC
Durham, NC
02.2012 - 05.2022
- Executed complex portfolio planning, analysis, resource forecasting, and budget planning to yield executive-level recommendations.
- Provided executive-level recommendations considering all portfolio inputs – budget, costs, return on investment, business case value, and strategic priority.
- Strategically led the development of processes, standards, policies, and templates to support the portfolio management function. Example: Comprehensive Resource Management program.
- Managed large-scale portfolios to ensure targets were met.
Division Budget and Forecast Analyst - IT
BlueCross BlueShield of NC
Durham, NC
10.2001 - 03.2010
- Developed financial models to forecast revenue and evaluate investment opportunities, enhancing investment decision-making.
- Collaborated with cross-functional teams to prepare budgets and financial plans.
- Analyzed financial data to support strategic decision-making and reporting processes.
- Prepared detailed reports on financial performance for senior leadership review, facilitating strategic discussions.
Financial Analyst Roles (multiple)
Unisys Corporation
1988 - 2000
- Managed state and local government accounts receivable portfolio in excess of $100M annually, meeting target each year. Consistently ranked #1 analyst. Received 3 monetary awards for Achievement and Innovation.
- Managed portfolio across multiple practice disciplines, maximizing revenue opportunities and enhancing profitability.
- Delivered 4 multi-million dollar state Y2K initiatives on time and within budget, maintaining targeted profit margins.
Education
Bachelor of Science - Education
Valdosta State University
Valdosta, GASkills
- portfolio management
- budget forecasting
- resource allocation
- project planning
- data analysis
- performance metrics
- executive reporting
- business strategy
- process improvement
- identifying opportunities
- pivot tables
- effective communication
- stakeholder engagement
- team leadership
- critical thinking
- problem solving
- industry knowledge
- account reporting
Timeline
Principal Portfolio Analyst (promotion)
BlueCross BlueShield of NC
05.2022 - 01.2026
Senior Portfolio Analyst
BlueCross BlueShield of NC
02.2012 - 05.2022
Division Budget and Forecast Analyst - IT
BlueCross BlueShield of NC
10.2001 - 03.2010
Financial Analyst Roles (multiple)
Unisys Corporation
1988 - 2000
Bachelor of Science - Education
Valdosta State University