Finance Management Lead

CTC; Dallas (TX); On-site; USD 95,000 - 130,000; Full time

Job summary

CTC is seeking a seasoned finance professional in Dallas to lead financial planning, forecasting, and investment management for a Technology organization. You will distill complex data into insights for executives and technical teams.

You will partner with leadership to drive CapEx/OpEx decisions, ensure SOX compliance, and deliver dashboards and reports for senior management. This role emphasizes collaboration with cross-functional teams and strategic planning.

Qualifications

• 5+ years in financial planning, budgeting, forecasting, or analysis.
• Experience managing departmental budgets and forecasts.
• Experience supporting capital and operating expenditures.
• Experience communicating financial information to stakeholders.

Responsibilities

• Lead CapEx, OpEx, and SRP financial planning and forecasting for an assigned area.
• Serve as the primary financial advisor and point of contact for leadership.
• Support annual planning, monthly forecasting, and 5-year investment planning.
• Monitor financial performance and communicate risks, opportunities, and recommendations.
• Support demand planning and assess funding, resource, and investment impacts.
• Maintain SOX controls and financial documentation.

Skills

Financial planning

Forecasting

Variance analysis

CWIP & depreciation

Capitalization policies

ERP platforms

Executive communications

Dashboards

Investment planning

Education

Bachelor's in Finance

CPA/CMA/PMP preferred

Tools

ERP platforms

Portfolio management tools

Reporting platforms

Job description

****Power & Utility/ Oil & Gas industry domain Mandatory****

***Local to Texas candidates are applicable****

Role Summary

Serves as the primary financial point of contact for an assigned Technology organization. Responsible for all financial planning, forecasting, reporting, and investment management activities while maintaining an understanding of the organization's projects, operations, and strategic priorities.

Key Responsibilities

• Lead CapEx, OpEx, and System Resiliency Plan (SRP) financial planning and forecasting for an assigned
• Serve as the primary financial advisor and point of contact for leadership.
• Support annual planning, monthly forecasting, and five-year investment planning activities.
• Monitor financial performance and communicate risks, opportunities, and recommendations.
• Support demand planning and assess funding, resource, and investment impacts.
• Manage CWIP balances and coordinate timely placement of projects and assets into service.
• Coordinate asset retirements and related financial activities.
• Ensure compliance with accounting principles, capitalization policies, financial controls, and SOX requirements.
• Translate financial data into actionable insights for technical and non-technical audiences.
• Lead and coordinate Financial Services Analysts supporting the organization.
• Confirm and abide by all procedures, policies and regulatory guidance.
• Leverage and maintain applicable systems and tools as needed
• Perform other duties as assigned
• Annual budget and monthly forecast submissions.
• Five-year financial plans and investment forecasts.
• Monthly financial reporting and variance analysis packages.
• Department financial dashboards and leadership presentations.
• Demand planning financial analyses and funding recommendations.
• CWIP management reports and in-service tracking.
• Asset retirement analyses and financial documentation.
• SOX control evidence and audit support materials.
• Financial risk and opportunity assessments.

Education

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Information Systems, or a related field.
• Professional certifications such as CPA, CMA, PMP, or similar are preferred.

Required Qualifications

• 5+ years of experience in financial planning, budgeting, forecasting, accounting, or financial analysis.
• Experience managing departmental budgets and forecasts.
• Experience supporting capital and operating expenditures.
• Experience communicating financial information to business and technical stakeholders.

Preferred Skills

• Financial planning, forecasting, and variance analysis.
• Understanding of capitalization policies, CWIP, depreciation, and asset management.
• Knowledge of Technology project delivery and investment planning processes.
• Experience supporting demand planning and multi-year investment planning.
• Ability to identify financial risks, opportunities, and corrective actions.
• Strong presentation and communication skills.
• Ability to tailor communications for executives, managers, technical teams, and financial stakeholders.
• Experience developing dashboards, financial reporting, and executive materials.
• Experience with ERP, portfolio management, and reporting platforms