Technology Finance & Business Management Manager

Responsibilities

• Executive Reporting & Business Insight
• Translate complex financial and operational data into actionable insights, risks, and recommendations.
• Provide timely performance reporting, financial analysis, and executive updates to senior leadership.
• Financial Planning & Management
• Lead the annual budget lifecycle, including budgeting, forecasting, accruals, allocations, and financial tracking.
• Analyze plan versus actual performance, identify variances, and highlight risks and optimization opportunities.
• Develop financial models, scenario analysis, and forward-looking projections to support strategic decision-making.
• Technology Cost Management & TBM
• Manage and enhance technology cost allocation methodologies across business units and shared services.
• Drive improvements in cost transparency, service taxonomy, and allocation accuracy.
• Support and advance Technology Business Management (TBM) initiatives.
• Lead cost optimization and contractor optimization efforts.
• Portfolio & Program Financial Oversight
• Oversee financial performance of technology programs and critical initiatives.
• Support business case development, including CAPEX/OPEX analysis and validation.
• Partner with PMO teams to ensure alignment between financials and delivery execution.
• Governance, Controls & Transformation
• Establish and maintain financial governance frameworks, policies, and controls.
• Monitor run versus change spend and provide trend analysis and forward projections.
• Drive finance transformation initiatives to improve scalability, efficiency, and transparency.
• Stakeholder Partnership
• Partner with Technology, Finance, PMO, and business stakeholders across U.S. and global organizations.
• Influence senior stakeholders and drive alignment on financial strategy and priorities.

Requirements

• 15+ years of experience in Technology Finance, Business Management, Technology Business Management (TBM), or related disciplines within the Financial Services industry.
• Proven experience supporting large-scale technology organizations with financial planning, governance, and portfolio oversight.
• Deep expertise in financial reporting and planning processes.
• Deep expertise in budgeting, forecasting, cost control, and financial management.
• Experience managing technology budgets, project portfolios, and financial performance across multiple programs and initiatives.
• Deep expertise in cost allocation methodologies and governance frameworks.
• Strong experience delivering executive-level reporting, management commentary, and presentations.
• Strong financial modeling, business case development, and portfolio financial management experience.
• Strong knowledge of banking financial systems, controls, governance frameworks, and regulatory environments.
• Banking and/or Capital Markets industry experience required.
• Excellent communication, stakeholder management, and influencing skills.
• Bachelor's degree in Finance, Accounting, STEM, or related field.
• Advanced Excel skills including financial modeling, large dataset analysis, forecasting, automation, and reporting.
• Strong data visualization, executive storytelling, and dashboard development capabilities utilizing Power BI and PowerPoint.
• Strong hands-on experience with Apptio (Technology Business Management platform).
• Experience with PPM/CAPPM tools (e.g., Clarity, Planview) for project and portfolio financial management.
• Experience with PeopleSoft, SmartView, and MARS financial systems.
• Experience with Visio and enterprise reporting platforms.

Qualifications

• MBA and/or CPA preferred.
• Experience supporting CIO, CTO, Infrastructure, or Enterprise Technology organizations preferred.
• Experience with finance transformation, cost optimization, and TBM maturity initiatives preferred.
• Experience supporting contractor optimization, resource planning, and technology investment governance preferred.