Project Specialist - Technology Financial Management Platforms & AI

Responsibilities

• Lead TFM technology, analytics, AI workflow architecture, and enterprise data integration strategy
• Design and develop advanced financial dashboards and reporting using Power BI and related enterprise tools
• Manage financial and cost management platforms, including ServiceNow SPM, Oracle EBS, and Apptio-type solutions
• Build and maintain AI-driven and traditional automation workflows using LLM tools, Power Automate, SQL, and Python
• Own enterprise cost and portfolio data models, including data quality governance, KPIs, and remediation processes
• Evaluate and implement future TFM/TBM platforms through vendor assessments, business cases, and roadmap planning
• Partner with financial analysts, portfolio leads, and business stakeholders to deliver technology-enabled financial solutions
• Support VRO and ETS Business Operations with analytics, dashboards, automation, and platform services
• Collaborate with Enterprise Architecture, Cybersecurity, Infrastructure, FP&A, and other teams on shared technology initiatives and standards
• Lead and develop a small team through coaching, performance management, and effective work assignment to drive aligned execution and business outcomes
• Drive modernization, knowledge transfer, sound decision-making, and inclusive, customer-focused operational practices

Qualifications

• Required Education/Experience: Master's Degree and a minimum of 3 years of related full-time work experience, or Bachelor's Degree and a minimum of 5 years of related full-time work experience, or Associate's Degree and a minimum of 7 years of related full-time work experience
• Preferred Education/Experience: Master's Degree in Computer Science, Information Systems, Data Analytics, Engineering, or Finance and a minimum of 5 years of related full-time work experience in supporting Technology Financial Management or enterprise technology portfolio operations in a large, complex organization
• Relevant Work Experience: Experience with automation tools (Power Automate, SQL, Python, or similar), required; Experience with data integration, ETL, data modeling, and data quality management, required; Experience leading technology evaluations, platform implementations, or modernization initiatives, required; Strong leadership, collaboration, customer service, and stakeholder management skills, including a proven track record of working with business units, vendors, and partner teams, required; Advanced knowledge of MS Excel and proficiency in MS Office (Word, PowerPoint, Project), SharePoint, and Teams (including content management, taxonomy, security, and permissions), preferred; Experience with AI workflow development (Claude Code, Gemini, or other LLM-based agentic tooling), preferred; Experience with ServiceNow administration or Strategic Portfolio Management (SPM) module; financial systems (Oracle EBS / ePBCS, Apptio, or similar); Azure DevOps (ADO) for work tracking and testing; and familiarity with TBM (Technology Business Management) and ITFM (IT Financial Management) concepts, preferred
• Skills and Abilities: Strong written and verbal communication skills; Demonstrated analytical skills; Demonstrated problem solving skills; Ability to lead/manage others; Well organized, detail oriented and flexible to handle multiple assignments
• Licenses and Certifications: Driver's License Required
• Other: TBM Council Foundation or Practitioner Certification Preferred
• Other: FinOps Foundation Practitioner or Engineer Certification Preferred
• Other: Microsoft Certified: Data Analyst Associate (Power BI) or equivalent Preferred
• Other: Microsoft Certified: Azure Data Engineer Associate (DP-203) or equivalent Preferred

Physical Demands

• The selected candidate will be assigned a System Emergency Assignment (i.e., an emergency response role) and will be expected to work non-business hours during emergencies, which may include nights, weekends, and holidays.