To Apply for this Job Click Here
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
F82426-JNG_1787578543