Financial Portfolio Management Lead / Manager
About the Role
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Our client in the Dallas, TX area is looking for a Financial Portfolio Management Lead and Manager to help support a major enterprise investment portfolio.
This is a long-term contract assignment with a high-impact technology finance team where you will lead financial planning, governance, reporting, and investment analysis while overseeing analysts responsible for day-to-day portfolio financial operations.
Key Responsibilities
- Lead annual budgeting, forecasting, long-range planning, and financial reporting for technology initiatives
- Partner with Technology, Finance, Accounting, and Portfolio leaders to support funding and investment decisions
- Manage capital and operating expense portfolios, financial governance, and compliance activities
- Oversee financial analysis, variance reporting, forecasting, accruals, and portfolio performance metrics
- Support asset capitalization, project accounting, CWIP tracking, and asset lifecycle management
- Develop executive dashboards, presentations, and financial recommendations for senior leadership
- Mentor and guide analysts while driving process improvements and reporting efficiencies
Qualifications
- Bachelor’s degree in Finance, Accounting, Business, Economics, Information Systems, or related field
- 8+ years of experience in financial planning, budgeting, forecasting, accounting, or investment management
- Leadership experience managing teams or mentoring finance professionals
- Strong experience with CapEx, OpEx, financial modeling, and executive reporting
- Knowledge of financial controls, audits, compliance, and governance frameworks
- Advanced Excel and experience with ERP, reporting, or portfolio management tools
- Experience supporting technology organizations or large project portfolios preferred
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Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.