IT Operations and Portfolio Specialist

About the role

The IT Operations & Portfolio Specialist supports the CIO organization by coordinating IT operational, financial, procurement, and portfolio management activities across the enterprise IT function.

This role ensures accurate tracking of IT spend and value realization, supports demand intake and prioritization, and drives alignment between IT funding, procurement activities, and enterprise priorities.

This position serves as a central coordination point across IT, Finance, and Procurement, enabling transparency, governance, and operational discipline across IT initiatives.

Responsibilities

• IT Financial Management & Governance Support annual IT budgeting and forecasting processes (OpEx and CapEx)
• Track actuals vs. budget and produce variance analysis and reporting
• Maintain financial visibility across IT spend and value realization (applications, infrastructure, security, data)
• Support monthly, quarterly, and year-end financial close activities with Finance
• Track accruals, commitments, and financial obligations
• Validate invoices in coordination with Accounts Payable
• Ensure financial accuracy, compliance, and governance controls
• Procurement & Spend Management
• Coordinate purchase requisitions (PRs), purchase orders (POs), and change requests
• Partner with Procurement and Finance on contract tracking, renewals, and vendor onboarding
• Ensure alignment across contracts, POs, and invoices
• Track vendor spend, commitments, and purchasing activity
• PCard Management
• Administer IT Procurement Card (PCard) program
• Monitor and reconcile transactions
• Ensure compliance with procurement policies and controls
• Support expense coding, documentation, and approvals
• Clock in and out transactions
• Support monthly reconciliation and audits with Finance
• Support audit readiness for procurement and financial processes
• IT Demand Intake & Portfolio Management
• Facilitate IT demand intake across all domains (Applications, Infrastructure, Security, Data)
• Maintain portfolio tracking, demand pipeline, and initiative inventory
• Support prioritization and governance discussions with IT leadership
• Develop and maintain portfolio dashboards for CIO visibility
• Ensure transparency across demand, funding alignment, and execution status

Qualifications

• 4–7 years of experience in IT operations, IT business operations, PMO, or financial coordination
• Experience supporting IT budgeting and financial tracking (OpEx/CapEx)
• Strong Excel and reporting skills (pivot tables, dashboards, financial models)
• Experience working cross-functionally with IT, Finance, and Procurement
• Familiarity with procurement processes (POs, invoicing, expense reconciliation)
• Strong organizational and stakeholder management skills

Core Competencies

• Financial accuracy and attention to detail
• Operational discipline and execution
• Cross-functional coordination and communication
• Analytical thinking and reporting capability
• Ownership mindset and accountability
• Able to manage multiple priorities in a fast-paced environment

Preferred Skills

• Experience managing Procurement Card (PCard) programs
• Exposure to IT portfolio management and demand intake processes
• Familiarity with tools such as ServiceNow, Coupa, or Ariba
• Experience supporting CIO or IT leadership operations
• General understanding of enterprise IT domains (applications, infrastructure, security, and data)
• Ability to leverage AI tools to improve productivity and operational efficiency