Financial Planning & Analysis Director

The Impact You Will Have

The Director, FP&A – IT Portfolio Investments is responsible for financial leadership, governance, and strategic insight across the company’s technology investment portfolio. This role partners closely with IT, product, and enterprise finance leaders to optimize capital and manage operating expenses, ensure disciplined investment decisions, and support long-term technology strategy through rigorous financial analysis, planning, and performance management.

Your Primary Responsibilities

• Serve as the primary finance partner for IT leadership on technology investment strategy, portfolio planning, and funding decisions
• Provide financial insight to support enterprise technology roadmaps and innovation priorities
• Translate technology strategy into multi-year financial plans aligned with enterprise objectives
• Lead financial oversight of the IT investment portfolio including demand planning, prioritization, business case evaluation, and funding governance
• Establish and maintain a financial governance framework for the IT project and application portfolio
• Partner with IT leadership to evaluate business cases, ROI, and total cost of ownership for capital and operating investments
• Monitor portfolio performance against funding approvals, milestones, and value realization targets
• Drive prioritization and reallocation of funds based on strategic alignment, risk, and performance
• Serve as a trusted advisor to IT leadership and a role model for strong business partnership
• Maintain consistent planning, forecasting, and reporting standards to drive cost transparency across all areas of the IT portfolio
• Monitor portfolio performance against financial and strategic objectives, perform variance analysis and trend monitoring to identify opportunities, tradeoffs, and reallocation opportunities
• Identify and execute opportunities for cost savings, demand management, and spend rationalization
• Own the annual budget, long-range plan, and rolling forecast processes for IT investments and run the business spend
• Partner with the Enterprise Transformation (ET) team to support portfolio prioritization and funding decisions and to ensure the portfolio accurately represents the capacity of IT demand departments
• Translate business and technology strategies into clear financial implications, trade-offs, and decision-ready recommendations
• Support executive management with forward-looking insights on cost trends, capacity, and funding requirements
• Represent the FP&A team in governance forums and working groups related to enterprise-wide portfolio investment planning and execution
• Prepare IT portfolio materials for the Investment Management Committee, the Executive Committee, and/or the Board of Directors

Qualifications

• Minimum of 10 years of related experience
• Bachelor's degree preferred or equivalent experience
• Talents Needed for Success: Ability to operate both at a high level and a detailed level, strong financial strategy development experience, research, and analytical capabilities, strong storytelling skills, and meeting facilitation skills