Finance Portfolio Lead - Vice President

Job Responsibilities

• Lead portfolio expense management across direct and allocated costs, ensuring investment decisions align to strategic priorities, delivery capacity, and measurable business outcomes, including AI and efficiency initiatives.
• Own budgeting and forecasting cadences, proactively identifying risks, opportunities, and downstream impacts to the operating plan, and driving timely decisioning with stakeholders.
• Deliver reporting, variance analysis, and executive-ready narratives to senior leadership, highlighting changes in key business drivers and their implications for plan performance and delivery commitments.
• Build, maintain, and oversee financial models and business cases for technology and product initiatives, spanning both recurring and ad hoc analyses that support prioritization and funding decisions.
• Set the standard for strong financial governance by evaluating and enhancing controls, streamlining processes, and introducing automation and AI where appropriate to improve quality, cycle time, and scalability.
• Oversee end-to-end hiring and location strategy for the portfolio, including target setting, ongoing changes, approvals, and reporting, in close partnership with leadership and HR stakeholders.
• Develop and maintain allocated expense methodologies, mappings, and billing keys, ensuring transparency, consistency, and auditability in cost attribution.
• Lead and develop a high-performing team, building strong relationships across Finance, Technology, and Product, and ensuring timely, accurate delivery of recurring and ad hoc initiatives.

Required Qualifications, Capabilities, And Skills

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
• 7+ years of financial analysis/planning & analysis and/or product owner experience.
• Demonstrated ability to operate with strong judgment, a strong work ethic, and a fact-based, results-oriented approach, including the courage to ask tough questions and challenge the status quo.
• Past experience managing multiple deliverables in a dynamic environment with tight timelines, while maintaining strong attention to detail and control discipline.
• Strong stakeholder management and communication skills, including the ability to synthesize complex data into clear, concise insights for senior leadership.
• Advanced quantitative and analytical problem-solving skills, with the ability to design business reporting that is clear, consistent, and decision-useful.
• Strong technical skills with advanced Microsoft Office proficiency, including Excel and PitchPro and AI tools (Copilot, LLM, etc.).

Preferred Qualifications, Capabilities, And Skills

• Experience supporting portfolios in a technology and product environment or a line or business.
• Experience with business applications such as Essbase, Copilot, Other AI tools.