Technology Financial Portfolio Manager

Motion Recruitment
  • Charlotte, NC
    3 days ago

    Job Description

    Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Technology Financial Portfolio Manager in Charlotte, NC (Hybrid).

    Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

    We are seeking a Technical Business Systems Consultant to lead Technical Portfolio Management for our infrastructure organization. In this role, you will own the end-to-end Statement of Work (SOW) process, drive capacity planning and intake, and manage infrastructure vendor budgets and forecasting. You will act as a key liaison between the manager's team and executive stakeholders, translating complex technical and financial data into clear, decision-ready materials.
    Key Responsibilities
    • Manage the full Statement of Work (SOW) lifecycle for infrastructure and infrastructure vendors, including scoping, budgeting, and tracking time against SOW commitments.
    • Lead Technical Portfolio Management activities, including capacity planning, intake calls, and change management across the portfolio.
    • Maintain and reconcile time tracking within the Jira time system to ensure accurate resource allocation and reporting.
    • Support budget and forecast planning, providing visibility into spend, pipeline, and variance for infrastructure initiatives.
    • Prepare executive-level deliverables, including PowerPoint presentations and SharePoint sites, to communicate portfolio status, forecasts, and decisions.
    • Partner effectively with the manager's team and other executives, demonstrating the confidence and "backbone" to challenge assumptions, raise risks, and drive alignment.
    Required Qualifications
    • Strong experience in portfolio/program management within an infrastructure or IT organization.
    • Proven ability to manage SOWs, vendor relationships, and infrastructure budgets.
    • Experience with capacity planning, intake processes, and change management.
    • Hands-on proficiency with Jira (including time tracking) and financial forecasting tools.
    • Excellent executive presentation skills with advanced PowerPoint and SharePoint expertise.
    • Demonstrated ability to influence and communicate with senior leadership and cross-functional teams.
    Preferred Qualifications
    • Background in infrastructure or technology vendor management.
    • Experience with enterprise portfolio management (PPM) tools and processes.

    Numbers & Facts

    LocationCharlotte, NC

    Skills

    • Atlassian JIRAunmatched
    • Budget Managementunmatched
    • Budgetingunmatched
    • Business Solutionsunmatched
    • Capacity Managementunmatched
    • Change Managementunmatched
    • Communication Skillsunmatched
    • Cross-Functionalunmatched
    • Customer Satisfactionunmatched
    • Financial Servicesunmatched
    • Forecastingunmatched
    • Investment Managementunmatched
    • Leadershipunmatched
    • Microsoft PowerPointunmatched
    • Microsoft SharePointunmatched
    • Organizational Development/Managementunmatched
    • Presentation/Verbal Skillsunmatched
    • Process Managementunmatched
    • Project Portfolio Management (PPM)unmatched
    • Project/Program Managementunmatched
    • Resource Managementunmatched
    • Statement of Work (SOW)unmatched
    • Supplier Relationship Management (SRM)unmatched
    • Technical Consultingunmatched
    • Technical Leadershipunmatched
    • Time Trackingunmatched
    • Vendor/Supplier Managementunmatched
    • Vendor/Supplier Planningunmatched
    • Vendor/Supplier Relationsunmatched

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