Program Manager - Financial Planning & Governance

Job Summary

The Program Manager - Financial Planning & Governance is responsible for leading financial planning, governance, and performance management activities across the Integrated Operational Services (IOS) organization. This role provides end-to-end oversight of OPEX and CAPEX budgeting, forecasting, tracking, and reporting, while ensuring alignment with organizational priorities and financial targets. This position plays a critical role in enabling data-driven decision-making by developing and maintaining dashboards, tracking organizational goals and metrics, and driving transparency into financial and operational performance. This role also serves as a strategic partner to IOS leadership, providing insights, challenging assumptions, and identifying opportunities to enhance financial performance, operational efficiency, and value creation across the organization.

Key Responsibilities

• Lead the development, consolidation, and execution of IOS OPEX and CAPEX budgets, including annual planning and in-year forecasts aligned to organizational and corporate objectives.
• Oversee the preparation of monthly, quarterly, and annual financial analyses, ensuring accurate tracking of actuals versus budget and clear visibility into variances, risks, and opportunities.
• Establish and maintain standardized financial review processes (e.g., monthly OPEX and CAPEX reviews) to drive accountability and informed decision-making.
• Deliver forward-looking insights through trend analysis, forecasting, and performance modeling to support strategic planning and operational decision-making.
• Develop and refine data sets, reporting structures, and analytics to enhance financial transparency and predictive capabilities.
• Develop and deliver semi-annual accomplishments reports summarizing financial performance, key initiatives, and progress against organizational goals.
• Develop and maintain governance frameworks to track IOS organizational goals, key performance indicators (KPIs), and performance metrics.
• Design, build, and maintain dashboards and reporting tools that provide real-time visibility into financial and operational performance.
• Ensure consistency, accuracy, and standardization of reporting across IOS functions.
• Prepare and deliver executive-level presentations and reports that synthesize complex data, highlight risks, and recommend strategic actions to leadership.
• Oversee the tracking and reporting of capital labor hours to ensure accurate capitalization and compliance.
• Partner with Financial & Operations Management and IOS functional teams to ensure alignment between labor reporting, budgets, and forecasts.
• Identify and implement improvements to enhance tracking accuracy, data integrity, and process efficiency.
• Identify, propose, and monitor initiatives that enhance financial accuracy, efficiency, and value creation across IOS.
• Develop and drive action plans to address performance gaps and ensure achievement of financial and operational targets.
• Operate with a proactive, solutions-oriented mindset, independently identifying issues, analyzing root causes, and implementing effective solutions.
• Serve as a key liaison between IOS and corporate functions (e.g., Finance, Control, Investment Planning, Regulatory, PMO) to ensure alignment of financial and governance processes.
• Coordinate closely with corporate functions to support procurement processes, including purchase order (PO) creation, tracking, and SAP-related financial activities.
• Drive standardization and continuous improvement of budgeting, reporting, and governance practices.
• Support regulatory, audit, and compliance activities as needed (e.g., rate cases, internal/external audits).
• Contribute to short-term and long-term planning by aligning financial strategies with organizational and regulatory objectives.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics or a related field required; Master’s degree preferred.
• 7+ years of experience in financial planning, budgeting, or program/portfolio governance roles.
• Experience managing budgets within a complex organization.
• Demonstrated experience developing dashboards and reporting tools (e.g., Power BI, Excel).
• Experience supporting portfolio, program, or project-based organizations preferred.

Skills & Competencies

• Strong financial acumen, including budgeting, forecasting, and variance analysis.
• Advanced analytical and data management skills.
• Ability to synthesize complex data and concepts into clear, actionable insights for leadership.
• Strong collaboration and stakeholder management skills across a matrixed organization.
• Excellent communication skills, including executive-level reporting and presentations.
• High attention to detail with strong organizational and prioritization capabilities.
• Ability to manage competing priorities and drive results in a fast-paced environment.

Technical Skills

• Advanced proficiency in Excel; experience with financial systems (e.g., SAP) preferred.
• Experience with data visualization tools (e.g., Power BI) strongly preferred.

Competencies

• Growth & Continuous Improvement
• Initiative & Change
• Focused on Results
• Customer Centric (internal and/or external)
• Communication
• Collaboration
• Leadership (people managers/leaders)