Job Description
Position Overview
We are seeking an experienced Financial Portfolio Management Manager to lead financial planning, investment management, governance, and financial operations supporting a large Technology organization.
This position will provide financial leadership across technology investments and operating expenses, with responsibility for budgeting, forecasting, long-range planning, portfolio performance, capital management, and financial controls.
The ideal candidate combines strong financial management expertise with the ability to work closely with Technology leadership, Finance, Accounting, Strategy, and Portfolio Management teams. This individual should be comfortable translating complex financial information into clear recommendations for senior and executive leadership.
Key Responsibilities Technology Financial Management
Build strong relationships with stakeholders across:
Partner with these groups to ensure financial information is accurate, timely, and actionable.
Executive Reporting & Deliverables
This position will be responsible for producing and overseeing deliverables such as:
The ideal candidate is more than a traditional FP&A manager. This role requires someone who can operate at the intersection of Finance, Technology, Investments, and Portfolio Management.
The successful candidate will be:
Experience with enterprise financial and technology systems is preferred, including:
We are seeking an experienced Financial Portfolio Management Manager to lead financial planning, investment management, governance, and financial operations supporting a large Technology organization.
This position will provide financial leadership across technology investments and operating expenses, with responsibility for budgeting, forecasting, long-range planning, portfolio performance, capital management, and financial controls.
The ideal candidate combines strong financial management expertise with the ability to work closely with Technology leadership, Finance, Accounting, Strategy, and Portfolio Management teams. This individual should be comfortable translating complex financial information into clear recommendations for senior and executive leadership.
Key Responsibilities Technology Financial Management
- Lead financial management activities across Technology capital and operating expenditures.
- Oversee CapEx, OpEx, and technology resiliency investment planning.
- Manage annual budgeting, monthly forecasting, and long-range financial planning processes.
- Monitor financial performance against approved budgets and investment plans.
- Identify financial trends, risks, and variances and develop recommendations for corrective action.
- Ensure technology investments remain aligned with strategic and operational priorities.
- Evaluate technology investment requirements and funding needs.
- Support prioritization of investments based on financial performance, business objectives, risk, and organizational priorities.
- Develop investment analysis and funding recommendations for leadership.
- Monitor portfolio-level financial performance and identify opportunities for optimization.
- Partner with Technology and Portfolio Management leaders to align financial resources with project and program priorities.
- Provide financial insight into technology demand, portfolio planning, and investment decisions.
- Lead development of annual Technology budgets.
- Manage recurring monthly forecast cycles and financial reporting.
- Develop multi-year financial and investment plans.
- Analyze actual results compared with budget and forecast.
- Provide variance analysis and explain key financial drivers.
- Develop executive-level reporting packages and presentations.
- Improve forecasting accuracy through data analysis and stakeholder collaboration.
- Oversee Construction Work in Progress (CWIP) financial management.
- Monitor project expenditures and support appropriate asset capitalization.
- Coordinate project placement-in-service activities.
- Support asset retirement planning and financial impact assessments.
- Monitor asset lifecycle activities and ensure appropriate financial treatment.
- Partner with Accounting and Finance teams to resolve capitalization and asset-related issues.
- Develop and maintain reporting related to CWIP aging and in-service compliance.
- Establish and maintain financial governance frameworks, controls, processes, and performance measures.
- Ensure financial activities comply with applicable accounting principles, capitalization policies, SOX controls, and regulatory requirements.
- Support internal and external audit activities.
- Maintain appropriate financial documentation and control evidence.
- Identify control gaps and implement process improvements.
- Ensure financial planning and portfolio processes follow established organizational policies and procedures.
- Lead, mentor, and develop Financial Portfolio Management Leads and Financial Services Analysts.
- Establish performance expectations and provide coaching and development opportunities.
- Promote accountability, analytical thinking, and continuous improvement.
- Build a collaborative team environment focused on high-quality financial management and business partnership.
- Develop team capabilities to support evolving Technology investment and financial requirements.
Build strong relationships with stakeholders across:
- Technology Leadership
- Finance
- Accounting
- Strategy
- Portfolio Management
- Information Systems / Technology Operations
- Project and Program Management
Partner with these groups to ensure financial information is accurate, timely, and actionable.
Executive Reporting & Deliverables
This position will be responsible for producing and overseeing deliverables such as:
- Annual Technology budget packages
- Monthly financial forecast packages
- Multi-year financial and investment plans
- Executive financial dashboards
- Leadership presentations
- Investment analysis and funding recommendations
- Portfolio financial performance reporting
- Budget and forecast variance analysis
- CWIP aging reports
- Asset capitalization and in-service reporting
- Asset retirement plans and financial impact assessments
- SOX documentation
- Audit support materials
- Financial governance documentation
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, Information Systems, or a related discipline.
- 8+ years of professional experience in financial planning, budgeting, forecasting, accounting, investment management, or a related financial discipline.
- 3+ years of people leadership experience.
- Demonstrated experience managing:
- Capital expenditures
- Operating expenditures
- Investment portfolios
- Long-range financial plans
- Financial forecasting and budgeting
- Experience supporting financial audits, SOX controls, governance, and compliance activities.
- Experience presenting financial information, analysis, and recommendations to senior and executive leadership.
- Strong financial modeling, analytical, and reporting capabilities.
- MBA, CPA, CMA, or other relevant financial certification.
- Experience supporting Technology organizations or technology investment portfolios.
- Experience with technology project or program financial management.
- Understanding of utility or asset-intensive accounting environments.
- Knowledge of capitalization policies, CWIP, depreciation, and asset lifecycle management.
- Experience supporting demand planning and portfolio prioritization.
- Experience with enterprise ERP and financial planning systems.
- Experience with portfolio management and financial reporting platforms.
- Experience developing scalable financial governance processes and controls.
- Budgeting and forecasting
- Financial modeling
- Investment analysis
- Variance analysis
- Capital and operating expense management
- Portfolio financial management
- Asset lifecycle management
- People management and development
- Executive communication
- Strategic thinking
- Stakeholder influence
- Cross-functional collaboration
- Change leadership
- Strong problem-solving ability
- Ability to interpret complex financial data
- Strong attention to detail
- Data-driven decision-making
- Ability to identify financial risks and opportunities
- Ability to translate financial information into actionable business recommendations
The ideal candidate is more than a traditional FP&A manager. This role requires someone who can operate at the intersection of Finance, Technology, Investments, and Portfolio Management.
The successful candidate will be:
- Comfortable presenting to executive leadership
- Strong in financial modeling and investment analysis
- Experienced managing both CapEx and OpEx
- Comfortable working with complex project portfolios
- Familiar with asset capitalization and lifecycle management
- Strong in financial controls and governance
- An effective people leader
- Highly collaborative across Finance and Technology organizations
- Able to simplify complex financial information for non-financial stakeholders
- Comfortable establishing processes in evolving organizations
- Proactive in identifying risks, opportunities, and process improvements
Experience with enterprise financial and technology systems is preferred, including:
- ERP systems
- Financial planning and forecasting platforms
- Portfolio management tools
- Reporting and dashboarding solutions
- Data analytics and financial modeling tools
Numbers & Facts
| Location | Dallas, TX |
| Industry | Staffing/Employment Agencies |
| Company Size | 100 to 499 employees |
| Website | https://www.prg-usa.com/ |
About Company
Established in 2001, Peyton Resource Group is a solution-based staffing company that matches businesses with top talent for short-term, long-term or permanent needs.
People are a business’s most valuable asset. Peyton Resource Group is dedicated to helping companies find the best talent, matching professionals with jobs where they will thrive.
With locations in Dallas/Fort Worth, San Antonio and Austin, we are available to serve your staffing needs throughout Texas and across the country.
Skills
- Accountingunmatched
- Analysis Skillsunmatched
- Asset Managementunmatched
- Budget Managementunmatched
- Budgetingunmatched
- Business Administrationunmatched
- Capital Accountingunmatched
- Capital Expenditure (CAPEX)unmatched
- Certified Management Accountant (CMA)unmatched
- Certified Public Accountant (CPA)unmatched
- Coachingunmatched
- Comparative Analysisunmatched
- Constructionunmatched
- Continuous Improvementunmatched
- Corrective Actionunmatched
- Cross-Functionalunmatched
- Data Analysisunmatched
- Data Qualityunmatched
- Demand Forecasting/Planningunmatched
- Depreciationunmatched
- Detail Orientedunmatched
- Documentationunmatched
- ERP (Enterprise Resource Planning)unmatched
- Economicsunmatched
- Establish Prioritiesunmatched
- Expense Managementunmatched
- Expense Trackingunmatched
- External Auditunmatched
- Financeunmatched
- Financial Analysisunmatched
- Financial Auditunmatched
- Financial Complianceunmatched
- Financial Controlunmatched
- Financial Managementunmatched
- Financial Modelingunmatched
- Financial Operationsunmatched
- Financial Planningunmatched
- Financial Planning and Analysis (FP&A)unmatched
- Financial Reportingunmatched
- Financial Riskunmatched
- Financial Servicesunmatched
- Financial Systemsunmatched
- Forecastingunmatched
- Information Technology & Information Systemsunmatched
- Internal Auditunmatched
- Investment Accountingunmatched
- Investment Analysisunmatched
- Investment Fundsunmatched
- Investment Managementunmatched
- Leadershipunmatched
- Mentoringunmatched
- Operational Expenditure (OPEX)unmatched
- Operational Strategyunmatched
- Operational Supportunmatched
- People Managementunmatched
- Performance Analysisunmatched
- Performance Managementunmatched
- Performance Metricsunmatched
- Policy Developmentunmatched
- Problem Solving Skillsunmatched
- Procedure Developmentunmatched
- Process Developmentunmatched
- Process Improvementunmatched
- Project Trackingunmatched
- Project/Program Coordinationunmatched
- Project/Program Managementunmatched
- Quality Managementunmatched
- Regulatory Requirementsunmatched
- Reporting Dashboardsunmatched
- Reporting Skillsunmatched
- Requirements Managementunmatched
- Retirement Planunmatched
- Retirement Planningunmatched
- Riskunmatched
- Risk Analysisunmatched
- Sarbanes-Oxley Act (SOX)unmatched
- Scalable System Developmentunmatched
- Team Buildingunmatched
- Team Lead/Managerunmatched
- Team Playerunmatched
- Technical Leadershipunmatched
- Technical Operationsunmatched
- Technical Supportunmatched
- Time Managementunmatched
- Trend Analysisunmatched
- Variance Analysisunmatched
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