Financial Portfolio Management Lead

Financial Portfolio Management Lead

Dallas TX Hybrid In-office presence requirement minimum of 3 - 4 days a week

Role Summary

Serves as the primary financial point of contact for an assigned Technology organization. Responsible for all financial planning, forecasting, reporting, and investment management activities while maintaining an understanding of the organization's projects, operations, and strategic priorities.

Key Responsibilities

• Lead CapEx, OpEx, and System Resiliency Plan (SRP) financial planning and forecasting for an assigned Technology organization.
• Serve as the primary financial advisor and point of contact for leadership.
• Support annual planning, monthly forecasting, and five-year investment planning activities.
• Monitor financial performance and communicate risks, opportunities, and recommendations.
• Support demand planning and assess funding, resource, and investment impacts.
• Manage CWIP balances and coordinate timely placement of projects and assets into service.
• Coordinate asset retirements and related financial activities.
• Ensure compliance with accounting principles, capitalization policies, financial controls, and SOX requirements.
• Translate financial data into actionable insights for technical and non-technical audiences.
• Lead and coordinate Financial Services Analysts supporting the organization.
• Confirm and abide by all procedures, policies and regulatory guidance.
• Leverage and maintain applicable systems and tools as needed
• Perform other duties as assigned

Deliverables

• Annual budget and monthly forecast submissions.
• Five-year financial plans and investment forecasts.
• Monthly financial reporting and variance analysis packages.
• Department financial dashboards and leadership presentations.
• Demand planning financial analyses and funding recommendations.
• CWIP management reports and in-service tracking.
• Asset retirement analyses and financial documentation.
• SOX control evidence and audit support materials.
• Financial risk and opportunity assessments.

Education

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Information Systems, or a related field.
• Professional certifications such as CPA, CMA, PMP, or similar are preferred.

Required Qualifications

• 5+ years of experience in financial planning, budgeting, forecasting, accounting, or financial analysis.
• Experience managing departmental budgets and forecasts.
• Experience supporting capital and operating expenditures.
• Experience communicating financial information to business and technical stakeholders.

Preferred Skills

• Financial planning, forecasting, and variance analysis.
• Understanding of capitalization policies, CWIP, depreciation, and asset management.
• Knowledge of Technology project delivery and investment planning processes.
• Experience supporting demand planning and multi-year investment planning.
• Ability to identify financial risks, opportunities, and corrective actions.
• Strong presentation and communication skills.
• Ability to tailor communications for executives, managers, technical teams, and financial stakeholders.
• Experience developing dashboards, financial reporting, and executive materials.
• Experience with ERP, portfolio management, and reporting platforms