Senior Manager Financial Planning Analysis

Job Description

Work Location - Charlotte NC (Day 1 onsite)

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Portfolio Strategy & Governance

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• Own and maintain the technology portfolio view, including demand intake, prioritization, sequencing, and investment alignment.
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• Partner with business and technology leaders to align initiatives to strategic objectives, regulatory commitments, and enterprise priorities.
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• Support portfolio‑level governance forums by providing decision‑ready insights, trade‑off analysis, and scenario options.
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Financial & Capacity Management

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• Partner with finance, product, and delivery leaders to manage portfolio funding, forecasts, and cost transparency.
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• Track and communicate investment health, including spend vs. plan, benefits realization, and capacity utilization.
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• Identify opportunities to optimize spend, reduce duplication, and reallocate capacity to higher‑value work.
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Delivery & Execution Oversight

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• Provide portfolio‑level visibility into delivery status, dependencies, risks, and milestones.
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• Proactively identify and escalate cross‑initiative risks, constraints, and interdependencies.
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Stakeholder Partnership

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• Serve as a trusted advisor to senior technology and business leaders.
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• Translate complex portfolio data into clear, executive‑level insights and recommendations.
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• Foster strong partnerships across Product, Engineering, Finance, Risk, and Operations.
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Required Qualifications:

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• 5+ years of Information Technology in support of Business Services experience, or equivalent demonstrated through one or a combination of the following work experience, training, military experience, education
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Desired Qualifications:

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• Proven experience managing large, complex technology portfolios in an enterprise environment.
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• Strong understanding of financial management, capacity planning, and delivery governance.
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• Demonstrated ability to influence without authority and operate effectively at the senior leadership level.
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• Strategic thinking with strong analytical and decision‑support capabilities
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• Executive‑level communication and storytelling with data
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• Strong understanding of Agile, product, and hybrid delivery models
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• High ownership mindset with a focus on outcomes and value realization
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Job Expectations:

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• This position offers a hybrid work schedule - ability to work in office
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• This position is not eligible for Visa sponsorship
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• Relocation assistance is not available for this position
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