Finance Manager

CTC; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

CTC in Texas seeks a Senior Financial Portfolio Manager to oversee technology financial planning, budgeting, forecasting, and governance. You will drive CapEx/OpEx management, CWIP tracking, and investment analysis while partnering with Technology leadership to align funding with strategic objectives.

Ideal candidates have 8+ years in finance, 3+ years of leadership, and strong skills in reporting to executives.

Qualifications

• 8+ years of experience in financial planning, budgeting, forecasting, accounting, or investment management.
• 3+ years of people leadership experience.
• Experience managing CapEx, OpEx, investment portfolios, and long-range financial plans.
• Experience supporting audits, SOX controls, financial governance, and compliance activities.
• Experience presenting financial information to senior leadership and executives.

Responsibilities

• Lead Technology CapEx, OpEx, and System Resiliency Plan (SRP) financial management activities.
• Oversee annual budgets, monthly forecasts, long-range planning, and financial reporting.
• Establish financial governance, controls, processes, and performance measures.
• Partner with Technology leadership, AIS, Accounting, Finance, Strategy, and Portfolio Management teams.
• Oversee CWIP management, asset capitalization, project placements in service, and asset retirements.
• Ensure compliance with accounting principles, capitalization policies, SOX controls, and regulatory requirements.
• Lead and develop Financial Portfolio Management Leads and Financial Services Analysts.
• 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 Technology budget and monthly forecast packages.
• Five-year Technology financial and investment plans.
• Executive financial dashboards, reporting, and presentations.
• Investment analysis and funding recommendations.
• CWIP aging reports and in-service compliance reporting.
• Asset retirement plans and financial impact assessments.
• Financial governance processes, SOX documentation, and audit support materials.
• Portfolio financial performance and variance analysis.

Skills

CapEx Management

OpEx Management

Forecasting

SOX Compliance

Executive Reporting

Portfolio Management

Education

Bachelor's degree in Finance/Accounting/Business Administration

MBA/CPA/CMA preferred

Tools

ERP Systems

Job description

Only local to Texas candidates are applicable

Power & Utility/ Oil & Gas industry domain Mandatory

Leads Technology Financial Portfolio Management services across the organization, overseeing financial planning, forecasting, investment management, governance, and financial operations. Responsible for ensuring financial transparency, funding alignment, compliance, and informed investment decisions that support Technology's strategic and operational objectives.

Key Responsibilities

• Lead Technology CapEx, OpEx, and System Resiliency Plan (SRP) financial management activities.
• Oversee annual budgets, monthly forecasts, long-range planning, and financial reporting.
• Establish financial governance, controls, processes, and performance measures.
• Partner with Technology leadership, AIS, Accounting, Finance, Strategy, and Portfolio Management teams.
• Oversee CWIP management, asset capitalization, project placements in service, and asset retirements.
• Ensure compliance with accounting principles, capitalization policies, SOX controls, and regulatory requirements.
• Lead and develop Financial Portfolio Management Leads and Financial Services Analysts.
• 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 Technology budget and monthly forecast packages.
• Five-year Technology financial and investment plans.
• Executive financial dashboards, reporting, and presentations.
• Investment analysis and funding recommendations.
• CWIP aging reports and in-service compliance reporting.
• Asset retirement plans and financial impact assessments.
• Financial governance processes, SOX documentation, and audit support materials.
• Portfolio financial performance and variance analysis.

Education

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Information Systems, or a related field.
• MBA, CPA, CMA, or other relevant financial certification preferred.

Required Qualifications

• 8+ years of experience in financial planning, budgeting, forecasting, accounting, or investment management.
• 3+ years of people leadership experience.
• Experience managing CapEx, OpEx, investment portfolios, and long-range financial plans.
• Experience supporting audits, SOX controls, financial governance, and compliance activities.
• Experience presenting financial information to senior leadership and executives.

Preferred Skills

• Financial planning, budgeting, forecasting, and variance analysis.
• Understanding of utility accounting, capitalization policies, CWIP management, depreciation, and asset lifecycle management.
• Experience supporting technology organizations, technology investments, or project portfolios.
• Knowledge of demand planning, portfolio planning, and investment prioritization processes.
• Strong financial modeling, analytics, and reporting capabilities.
• Ability to translate complex financial data into executive-level insights and recommendations.
• Experience with ERP, financial planning, portfolio management, and reporting tools.
• Strong stakeholder management and relationship-building skills.
• Ability to lead process improvements and establish scalable financial controls.