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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and financial governance within complex global organizations. Proficient in financial modeling, scenario analysis, and the use of advanced financial tools to drive strategic investment decisions and optimize resource allocation.
Highest-signal resume keywords
Financial Planning And AnalysisBudgeting And ForecastingFinancial Governance StandardsFinancial Modeling And Scenario AnalysisAdvanced Proficiency In Excel
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 PlanningBudgetingForecastingPortfolio Financial ManagementCapital Expense ManagementProject AccountingBenefits RealizationFinancial ControlsProcess StandardizationAutomation
Soft Skills
Strategic ThinkingExpert-Level NegotiationStakeholder InfluenceCoaching SkillsStructured Problem-Solving
Tools & Technologies
ERP PlatformsSAPOracleWorkdayPower BITableauAlteryxAnaplanAdaptive PlanningFinancial Planning Tools
Certifications & Qualifications
MBACPACMACFA
Industry Keywords
IT Financial ManagementVendor Financial GovernanceTechnology Investment Lifecycle ManagementDigital Transformation ProgramsComplex Global Organizations
Tech Stack
Tools & technologiesCloudCyber SecurityERPOracleTableau
About the role
Key responsibilities & impact- Lead the annual operating plan, budget establishment, forecasting cycles, and long-range financial plans for the IT organization
- Establish guidelines, standards, and planning calendars for IT financial decisions
- Advise IT leadership on investment trade-offs, funding alternatives, business cases, total cost of ownership, ROI, and affordability
- Manage IT financial performance, including monthly results, variance drivers, forecast accuracy, financial risk, capital versus operating expenses, and corrective actions
- Partner with portfolio, program, and project leaders on investment portfolio financial performance, resource forecasting, benefits realization, and financial governance
- Lead enterprise financial analysis and scenario planning for portfolio prioritization, resource allocation, cost optimization, benefits realization, and multi-year investment strategy
- Improve IT financial governance, controls, policies, and reporting standards while ensuring compliance with corporate financial policy and audit requirements
- Oversee vendor and contract-related financial activities, including budgets, purchase commitments, invoice validation, accruals, consumption analysis, forecasting, and reporting
- Develop executive-ready presentations, financial insights, and scenario analyses
- Advance IT financial management through process standardization, automation, analytics, reporting, best practices, and coaching
Requirements
What you’ll need- Bachelor's Degree or higher
- 12+ years of experience in financial planning and analysis, budgeting, forecasting, portfolio financial management, technology finance, or related finance leadership roles supporting complex global organizations
- Experience owning the annual operating plan, budget, and forecast cycle for a large function, portfolio, or business unit
- Experience establishing planning guidelines, targets, and financial governance standards
- Experience advising senior leadership and influencing investment prioritization, funding decisions, cost optimization, and multi-year planning
- Expertise in financial modelling, scenario analysis, business case development, capital versus operating expense management, project and portfolio accounting, benefits realization, and financial controls
- Experience establishing or maturing financial processes, policies, controls, reporting frameworks, and automation across a complex, matrixed organization
- Advanced proficiency in Excel, ERP platforms such as SAP, Oracle, Workday, or equivalent, financial planning tools, and analytics/reporting platforms
- MBA, CPA, CMA, CFA, or equivalent professional qualification (additional qualification)
- Experience supporting ERP, cloud, infrastructure, cybersecurity, M&A, or digital transformation programs (additional qualification)
- Experience with Power BI, Tableau, Alteryx, Anaplan, Adaptive Planning, or similar platforms (additional qualification)
- Knowledge of vendor financial governance, software licensing economics, contract financial management, and technology investment lifecycle management (additional qualification)
- Experience leading financial planning across a global, matrixed organization (additional qualification)
- Executive presence, expert-level negotiation and counsel, strategic thinking, structured problem-solving, stakeholder influence, and coaching skills
Benefits
Comp & perks- Competitive pay and benefits benchmarked against comparable companies
- Programs supporting physical and financial well-being
