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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in IT financial management, including budgeting, forecasting, and financial analysis, while effectively advising senior leaders on investment decisions and resource allocation. Proven ability to lead cross-functional financial initiatives and improve financial planning processes within complex technology organizations.
Highest-signal resume keywords
Financial Planning And AnalysisBudgeting And ForecastingIT Financial ManagementAdvanced Excel ProficiencyCross-Functional Financial Initiatives
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingScenario AnalysisVariance AnalysisInvestment EvaluationCapital Vs. Operating Expense ManagementPortfolio Financial ManagementBenefits RealizationProject AccountingResource PlanningSoftware Licensing Economics
Soft Skills
InfluenceNegotiationCommunicationCoachingMentoring
Tools & Technologies
ERP PlatformsSAPOracleWorkdayPower BITableauAlteryxAnaplanAdaptive PlanningFinancial Planning And Reporting Tools
Certifications & Qualifications
MBACPACMACFA
Industry Keywords
IT Portfolio ManagementVendor Financial GovernanceContract Financial ManagementDigital Transformation ProgramsCloud Infrastructure
Tech Stack
Tools & technologiesCloudCyber SecurityERPOracleTableau
About the role
Key responsibilities & impact- Lead IT annual operating plan, budget, forecast, and long-range planning cycles
- Coordinate inputs across IT functions and challenge assumptions to align plans with strategic roadmaps and investment priorities
- Serve as the subject matter expert for IT financial management and advise on investment trade-offs, business cases, total cost of ownership, ROI, funding alternatives, and capital versus operating expense treatment
- Analyze spending trends, cost drivers, variances, and forecast risks across the IT portfolio
- Evaluate options and recommend corrective actions and optimization opportunities for financial resource allocation
- Lead cross-functional financial initiatives covering benefits realization, vendor and contract financials, accruals, consumption analysis, and portfolio financial governance
- Work with Finance, Procurement, and program leaders to deliver initiatives on time and within approved budgets
- Advise IT leaders with executive-ready financial insights, scenario analyses, monthly performance reviews, and decision-support materials
- Raise difficult issues with management and stakeholders and drive decisions
- Improve IT financial planning processes, controls, reporting, and automation
- Coach program and project managers across multiple teams on financial planning, forecasting discipline, and compliance with corporate financial policy and audit requirements
Requirements
What you’ll need- Bachelor's degree in Finance, Accounting, Economics, Business Administration, Information Systems, or a related discipline
- 8+ years of experience in financial planning and analysis, budgeting, forecasting, portfolio financial management, or related finance roles supporting complex technology or business organizations
- Recognized expertise in IT or technology finance, including annual planning, forecasting, financial modeling, scenario analysis, variance analysis, investment evaluation, and capital vs. operating expense management
- Demonstrated results leading complex financial planning cycles or cross-functional financial initiatives, including multiple or integrated plans across IT portfolios, transformation programs, or enterprise investments
- Experience advising senior leaders on investment and funding decisions, with recommendations that changed prioritization, spend, or resource allocation
- Advanced proficiency in Excel, ERP platforms (SAP, Oracle, Workday, or equivalent), and financial planning and reporting tools
- Strong influence, negotiation, and communication skills, including handling differing interests across Finance, IT, Procurement, and business leadership and driving action without direct authority
- MBA, CPA, CMA, CFA, or similar professional qualification is an additional qualification
- Experience with Power BI, Tableau, Alteryx, Anaplan, Adaptive Planning, or similar analytics and planning tools is an additional qualification
- Knowledge of IT portfolio management, project accounting, resource planning, and benefits realization frameworks is an additional qualification
- Experience supporting large-scale ERP, cloud, infrastructure, cybersecurity, or digital transformation programs from a financial perspective is an additional qualification
- Understanding of software licensing economics, vendor financial governance, and contract financial management is an additional qualification
- Experience coaching or mentoring finance or program colleagues across multiple teams in a global, matrixed organization is an additional qualification
Benefits
Comp & perks- Hybrid work arrangement
- Professional development through coaching and mentoring opportunities
- Opportunity to work on game-changing healthcare innovations
- Opportunity to partner with senior IT and business leaders
- Opportunity to influence investment decisions, resource allocation, and strategic technology planning