Finance Strategy Lead for Tech Investments

CTC

Dallas (TX)

On-site

USD 95,000 - 130,000

Full time

14 days+

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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.