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Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in technology financial management and portfolio oversight, with a strong focus on budget management, variance analysis, and strategic planning within the financial services sector. Proven ability to lead cross-functional teams and influence stakeholders while managing multi-million-dollar technology investments.
Highest-signal resume keywords
Technology Financial ManagementPortfolio ManagementBudget ManagementStakeholder ManagementRisk Assessment
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Provide end-to-end operational oversight over the technology investment portfolio across Value, Lending & Commerce
- Oversee monthly re-forecasting cycles and minimize forecast variance to actuals
- Identify cost variances and develop sustainable corrective action plans
- Own annual and multi-year Technology Investment Portfolio development, prioritization, and executive approval
- Lead governance routines for review, prioritization, and escalation across Product Owners, Finance, Technology, PMO, and COO partners
- Protect strategic funding allocations and prevent late or misaligned budget submissions
- Drive full-year budget utilization across technology investment streams
- Identify project underruns and route viable replacement or incremental high-value initiatives into the active book of work
- Maintain continuous delivery tracking across in-flight technology initiatives
- Identify delivery risks, dependency misalignments, and operational bottlenecks
- Synchronize approved technology development calendars with Go-to-Market enablement and commercialization plans
- Ensure approved projects are transitioned and logged into the GTM pipeline
- Sequence GTM enablement activities with planned release timing
- Direct logistics, narrative framing, and material preparation for recurring senior leadership and executive forums
Requirements
What you’ll need- 10 years of experience in technology financial management, technology portfolio management, business management (COO/CAO), strategic planning, or product governance within financial services
- Proven track record managing large-scale, multi-million-dollar technology budgets, capital planning, variance analysis, and capital redeployment frameworks
- Deep understanding of consumer financial services, credit card products, lending, commerce, or consumer banking ecosystems
- Familiarity with US Consumer Cards (USCC) strategic priorities is an advantage
- Exceptional interpersonal, negotiation, and stakeholder management skills
- Proven ability to influence and build consensus across cross-functional partners without direct authority in a matrixed enterprise
- Outstanding written and verbal communication skills
- Extensive experience preparing materials for and briefing senior executive leadership forums
- Results-oriented leadership and ability to manage competing multi-million-dollar priorities within tight enterprise planning deadlines
- Solid grounding in risk assessment, governance routines, issue tracking, and operational control standards
- Bachelor's Degree required in Finance, Business Administration, Computer Science, Engineering, Information Systems, or related field
- MBA, Master's in Finance, or equivalent advanced degree preferred
Benefits
Comp & perks- Discretionary and formulaic incentive and retention awards
- Medical, dental & vision coverage
- 401(k)
- Life, accident, and disability insurance
- Wellness programs
- Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
- Hybrid work model: 2 days working remotely each week
- Ongoing learning and development opportunities
- Resources supporting financial wellbeing, family needs, and overall work-life balance
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Capital PlanningVariance AnalysisOperational Control StandardsGovernance RoutinesDelivery Tracking
Soft Skills
Interpersonal SkillsNegotiation SkillsWritten CommunicationVerbal CommunicationResults-Oriented Leadership
Certifications & Qualifications
Bachelor's Degree in FinanceMBA or Master's in Finance Preferred
Industry Keywords
Consumer Financial ServicesCredit Card ProductsLendingCommerceConsumer Banking Ecosystems