IT Finance & Planning Lead

Job Summary

• Lead the development and management of IT budgets, forecasts, annual operating plans, and long-range financial plans , ensuring alignment with organizational priorities, strategic roadmaps, and investment objectives.
• Own end-to-end IT financial performance management , including monthly reporting, variance analysis, executive dashboards, financial risk assessment, and actionable recommendations to enable informed decision-making.
• Provide financial advisory support to IT leadership teams by evaluating investment opportunities, business cases, total cost of ownership, ROI analyses, and funding alternatives for technology initiatives and transformation programs.
• Partner with portfolio, program, and project leaders to manage financial performance across the IT investment portfolio, including capital and operating expense planning, resource forecasting, benefits realization, and financial governance.
• Monitor and analyze IT spending trends, cost drivers, financial risks, and optimization opportunities , proactively identifying actions that improve financial efficiency, cost transparency, and value realization.
• Oversee vendor and contract-related financial activities , including budget tracking, purchase commitments, invoice validation, accruals, consumption analysis, forecast accuracy, and financial reporting for strategic suppliers.
• Drive continuous improvement of IT financial management processes, controls, reporting, and planning capabilities through standardization, automation, enhanced analytics, and adoption of best practices.
• Collaborate closely with Finance, Procurement, IT, and business stakeholders to ensure compliance with corporate financial policies, audit requirements, investment governance standards, and financial controls.
• Develop executive-ready presentations, financial insights, and scenario analyses that support prioritization decisions, resource allocation discussions, and strategic planning activities across the IT organization.

Requirements

• Bachelors degree in Finance, Accounting, Economics, Business Administration, Information Systems.
• 7+ years of experience in financial planning and analysis, budgeting, forecasting, accounting, portfolio financial management, or related finance roles supporting complex technology or business organizations.
• Strong expertise in annual planning, forecasting, financial modeling, variance analysis, management reporting, and investment evaluation .
• Experience supporting technology organizations, IT portfolios , digital transformation programs, or enterprise project investments.
• Strong understanding of capital versus operating expense accounting, project financial management, budgeting controls, and financial governance practices.
• Advanced proficiency in Microsoft Excel, financial planning tools, ERP platforms (SAP, Oracle, Workday, etc.), and data analysis techniques.
• Proven ability to analyze complex financial information, identify trends and risks , and translate findings into meaningful business insights and recommendations.
• Strong collaboration, communication, and stakeholder management skills with the ability to influence decisions across Finance, IT, Procurement, and business leadership
• Experience developing executive-level dashboards, financial presentations , and decision-support materials for senior leadership audiences.
• Continuous improvement mindset with experience driving process optimization, automation, and reporting enhancements.

Additional qualifications (Nice to have)

• MBA, CPA, CMA, CFA, or similar professional qualification.
• Experience with Power BI, Tableau, Alteryx, or other analytics and visualization tools.
• Knowledge of IT portfolio management, resource planning, project accounting, and benefits realization frameworks.
• Experience supporting large-scale ERP, cloud, infrastructure, cybersecurity, or digital transformation programs.
• Understanding of software licensing, vendor financial governance, contract financial management, and technology investment lifecycle management.
• Experience managing financial planning processes within a global, matrixed organization.
• Strong business partnering and consulting skills with demonstrated ability to influence strategic investment and funding decisions.

Work location Travel Relocation Authorization

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