Financial Portfolio Management Lead

This role will lead financial planning, forecasting, budgeting, investment management, and reporting while partnering closely with technical and executive stakeholders. We are seeking a Financial Portfolio Management Lead to serve as the primary financial partner for a Technology organization.

Role: Financial Portfolio Management Lead
Location: Dallas TX - Hybrid 3-4 days onsite
Job Type: 6 months + Contract

Job Overview:
We are seeking a Financial Portfolio Management Lead to serve as the primary financial partner for a Technology organization. This role will lead financial planning, forecasting, budgeting, investment management, and reporting while partnering closely with technical and executive stakeholders.

Key Responsibilities:

• Lead CapEx, OpEx, and technology financial planning and forecasting.
• Manage annual budgets, monthly forecasts, and five-year investment plans.
• Provide financial guidance and recommendations to technology leadership.
• Monitor budgets and financial performance, including variance analysis, risks, and opportunities.
• Support demand planning and evaluate funding, resource, and investment impacts.
• Manage CWIP (Construction Work in Progress) balances and project capitalization.
• Coordinate asset placement into service and asset retirement activities.
• Ensure compliance with accounting policies, capitalization rules, financial controls, and SOX requirements.
• Develop financial dashboards, reports, and executive-level presentations.
• Translate complex financial information into clear business insights.
• Lead and coordinate Financial Services Analysts supporting the organization.

Required Qualifications:

• 5+ years of experience in financial planning, budgeting, forecasting, accounting, or financial analysis.
• Proven experience managing departmental budgets and forecasts.
• Strong hands-on experience with CapEx and OpEx financial management.
• Experience with annual budgeting, monthly forecasting, and variance analysis.
• Experience preparing financial reports, dashboards, and management presentations.
• Ability to identify and communicate financial risks, opportunities, and recommendations.
• Experience partnering with Technology/IT teams and business leadership on financial planning and investment decisions.
• Strong understanding of accounting principles, financial controls, capitalization policies, and SOX requirements.
• Experience communicating complex financial information to executives, technical teams, and business stakeholders.
• Strong analytical, problem-solving, presentation, and communication skills.
• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Information Systems, or a related field.

Preferred Qualifications

• Experience with CWIP, capitalization, depreciation, and asset management.
• Experience supporting Technology projects and investment planning.
• Experience with demand planning and multi-year financial planning.
• Experience creating financial dashboards and executive presentations.
• Experience with ERP, portfolio management, or financial reporting platforms.
• CPA, CMA, PMP, or similar professional certification.

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