Portfolio Management Lead

This position will oversee financial planning, forecasting, reporting, investment analysis, and portfolio management while working closely with Technology leaders to understand business priorities, project pipelines, operational needs, and long-term investment strategies. Help technical leaders understand financial impacts associated with projects, investments, and operational decisions.

Financial Portfolio Management Lead
Position Type: Full-Time
Department: Finance / Technology
Work Arrangement: Hybrid/On-Site, depending on business requirements
Position Overview
We are seeking an experienced Financial Portfolio Management Lead to serve as the primary financial partner for an assigned Technology organization.

This position will oversee financial planning, forecasting, reporting, investment analysis, and portfolio management while working closely with Technology leaders to understand business priorities, project pipelines, operational needs, and long-term investment strategies.

The ideal candidate will be comfortable operating as a financial advisor and business partner, not simply producing reports. This individual will analyze financial performance, identify risks and opportunities, support investment decisions, and translate complex financial information into clear recommendations for both technical and non-technical stakeholders.
Key Responsibilities Financial Planning & Forecasting

• Serve as the primary financial point of contact for an assigned Technology organization.
• Lead financial planning activities across CapEx, OpEx, and technology resiliency investments.
• Manage annual budget development and monthly forecasting cycles.
• Support development of multi-year financial and investment plans.
• Monitor actual spending against budget and forecast.
• Analyze financial variances and identify underlying drivers.
• Provide recommendations to improve financial performance and forecasting accuracy.
• Identify emerging financial risks, opportunities, and funding requirements.

Technology Investment Management

• Partner with Technology leadership to evaluate investment requirements and priorities.
• Support demand planning and assess the financial impact of proposed projects, resources, and initiatives.
• Evaluate funding requirements across project and operational portfolios.
• Provide financial analysis to support investment prioritization and decision-making.
• Monitor financial performance across assigned project and investment portfolios.
• Identify opportunities to optimize the use of financial resources.

Business Partnership & Financial Advisory

• Act as a trusted financial advisor to Technology leadership.
• Develop a strong understanding of assigned teams' operations, projects, objectives, and strategic priorities.
• Translate financial information into actionable business recommendations.
• Help technical leaders understand financial impacts associated with projects, investments, and operational decisions.
• Partner with stakeholders to develop solutions to financial challenges.
• Communicate financial risks, opportunities, and recommendations to leadership.

Capital & Asset Management

• Monitor and manage Construction Work in Progress (CWIP) balances.
• Track project expenditures and coordinate timely placement of projects and assets into service.
• Partner with Accounting and project teams to ensure appropriate capitalization.
• Support asset retirement activities and related financial analysis.
• Monitor asset lifecycle activities and identify financial impacts.
• Prepare reporting related to CWIP, capitalization, and asset placement.

Financial Reporting & Analysis

• Prepare monthly financial reporting and variance analysis.
• Develop dashboards and management reporting for assigned Technology organizations.
• Prepare executive-level presentations and financial summaries.
• Provide financial performance insights to leadership.
• Track budget, forecast, investment, and portfolio performance.
• Develop ad hoc financial analysis in support of business decisions.

Governance & Compliance

• Ensure financial activities comply with applicable accounting principles and capitalization policies.
• Maintain compliance with established financial controls and SOX requirements.
• Prepare and maintain documentation supporting financial controls.
• Support internal and external audit activities.
• Identify control issues and assist with corrective actions.
• Follow applicable organizational policies, procedures, and regulatory requirements.

Team Coordination

• Lead and coordinate Financial Services Analysts supporting the assigned organization.
• Provide direction, prioritization, and subject matter expertise to supporting analysts.
• Review financial analysis and reporting for accuracy and completeness.
• Help develop consistent financial processes and reporting standards.
• Support development of team capabilities and financial best practices.

Key Deliverables
This position will be responsible for producing and/or overseeing:

• Annual budget submissions
• Monthly forecast packages
• Five-year financial and investment plans
• Monthly financial reporting
• Budget and forecast variance analysis
• Department-level financial dashboards
• Leadership and executive presentations
• Demand planning financial analysis
• Investment and funding recommendations
• CWIP management reports
• Project in-service tracking
• Asset retirement analysis
• SOX control documentation
• Audit support materials
• Financial risk and opportunity assessments

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Information Systems, or a related field.
• 5+ years of experience in financial planning, budgeting, forecasting, accounting, financial analysis, or a related discipline.
• Experience managing departmental budgets and forecasts.
• Experience supporting both capital and operating expenditures.
• Experience partnering with business and technical stakeholders.
• Strong ability to analyze financial information and communicate findings to leadership.
• Experience with financial reporting, variance analysis, and forecasting.

Preferred Qualifications

• CPA, CMA, PMP, or other relevant professional certification.
• Experience supporting Technology organizations or technology project portfolios.
• Experience with technology investment planning.
• Experience supporting demand planning and multi-year investment planning.
• Knowledge of capitalization policies, CWIP, depreciation, and asset management.
• Experience working within a project or portfolio management environment.
• Experience supporting financial governance and SOX controls.
• Experience developing executive dashboards and financial presentations.
• Experience with ERP, portfolio management, financial planning, or reporting platforms.

Core Competencies Financial

• Budgeting and forecasting
• CapEx and OpEx management
• Financial modeling
• Variance analysis
• Investment analysis
• Financial risk assessment
• Portfolio financial management

Business Partnership

• Strategic financial advising
• Stakeholder management
• Cross-functional collaboration
• Executive communication
• Demand and investment planning

Analytical

• Financial data interpretation
• Trend analysis
• Problem solving
• Scenario analysis
• Identifying financial risks and opportunities
• Developing actionable recommendations

Ideal Candidate Profile
The strongest candidate will be a finance professional who understands how to partner with Technology teams and can connect financial data to business strategy.

This person should be:

• A strong business partner rather than purely a reporting-focused analyst
• Comfortable advising managers and senior leaders
• Strong with budgeting, forecasting, and financial analysis
• Comfortable working with both technical and financial stakeholders
• Able to explain complex financial concepts in simple business terms
• Proactive in identifying financial risks and opportunities
• Strong in presentations and executive communication
• Comfortable managing multiple priorities and deadlines
• Detail-oriented while still able to understand the broader business picture
• Comfortable working in an evolving technology and investment environment

Systems & Tools
Experience with the following types of platforms is preferred:

• ERP systems
• Financial planning and forecasting tools
• Portfolio management platforms
• Reporting and dashboarding tools
• Advanced Excel and financial modeling tools

What Success Looks Like
Success in this role will be demonstrated through:

• Accurate and timely budgets and forecasts
• Strong visibility into Technology financial performance
• Effective identification of financial risks and opportunities
• Improved forecasting and investment planning
• Clear and actionable financial reporting
• Strong partnerships with Technology leadership
• Effective management of CWIP and asset-related financial activities
• Consistent compliance with financial controls and governance requirements
• Leadership having the financial information needed to make informed investment decisions