This role will collaborate with key stakeholders and portfolio leaders to create transparency into portfolio financials and overall health, support planning and execution of work. While providing financial analyst to help with investment decisions based on strategic alignment of both Baseline and Project financials.

 Item

Accountability

%

1

Leading the coordination of IT portfolio budgets including both the baseline and project budgets. Coordinating the monthly close and forecast processes & related variance analysis.

60

2

Proactive monitoring and tracking of IT portfolio investments to maintain enterprise wide visibility in alignment with budget targets

10

3

Maintain and enhance relationships with Finance, Business Units and IT partners.  Communicate status and performance to key stakeholders on a regular and ad-hoc basis. This includes transparency via monthly status reports, gathering and publication of monthly Performance Indicators (PI’s), with supporting commentary.

10

5

Provide coordination, support and deliverables related to emergent initiatives and special assignments with focus on sharing of business process expertise, continuous improvement and organizational effectiveness.

5

6

Facilitate and align IT investment planning, via monthly Project Authorization and Long Range Planning for IT Projects; work collaboratively with IT and Business Unit Teams.

5

Minimum:

Preferred:

• Bachelor’s degree in related field (Business, IT, Finance, Accounting, etc.) and 5 – 8 years relevant experience (IT and/or a business area working with forecast and budget for labor/non-labor Baseline and Project Portfolios) or 9 – 12 years of equivalent education and work experience  
• Broad business process expertise with in-depth knowledge of Finance and Business Planning activity
• Demonstrated planning skills with delivery of long and short-term goals
• Ability to work independently with minimal guidance
• Strong judgment; excellent analytical ability and consulting skills. 

• Excellent communications skills and ability to work effectively with all levels of IT and business management; proven ability to present to and communicate with Senior and Executive Leaders

• Master’s Degree - Finance/Accounting