Financial Analyst & Planning

Delta System & Software, Inc.; Charlotte (NC); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Delta System & Software, Inc. is seeking an experienced Portfolio Manager to Own and maintain the technology portfolio view, align initiatives to strategic objectives, and provide decision-ready insights to executives.

You'll partner with business and technology leaders to optimize funding, track performance, and govern delivery across Product, Engineering, Finance, Risk, and Operations. Hybrid work arrangement in Charlotte, NC preferred.

Qualifications

• 5+ years of Information Technology in support of Business Services experience, or equivalent demonstrated through one or a combination of the following work experience, training, military experience, education

Responsibilities

• Own and maintain the technology portfolio view, including demand intake, prioritization, sequencing, and investment alignment.
• Partner with business and technology leaders to align initiatives to strategic objectives, regulatory commitments, and enterprise priorities.
• Support portfolio‑level governance forums by providing decision‑ready insights, trade‑off analysis, and scenario options.
• Partner with finance, product, and delivery leaders to manage portfolio funding, forecasts, and cost transparency.
• Track and communicate investment health, including spend vs. plan, benefits realization, and capacity utilization.
• Identify opportunities to optimize spend, reduce duplication, and reallocate capacity to higher‑value work.
• Provide portfolio‑level visibility into delivery status, dependencies, risks, and milestones.
• Proactively identify and elevate cross‑initiative risks, constraints, and interdependencies.
• Serve as a trusted advisor to senior technology and business leaders.
• Translate complex portfolio data into clear, executive‑level insights and recommendations.
• Foster strong partnerships across Product, Engineering, Finance, Risk, and Operations.

Skills

Portfolio management

Executive communication

Stakeholder management

Strategic thinking

Job description

• Own and maintain the technology portfolio view, including demand intake, prioritization, sequencing, and investment alignment.
• Partner with business and technology leaders to align initiatives to strategic objectives, regulatory commitments, and enterprise priorities.
• Support portfolio‑level governance forums by providing decision‑ready insights, trade‑off analysis, and scenario options.

Financial & Capacity Management

• Partner with finance, product, and delivery leaders to manage portfolio funding, forecasts, and cost transparency.
• Track and communicate investment health, including spend vs. plan, benefits realization, and capacity utilization.
• Identify opportunities to optimize spend, reduce duplication, and reallocate capacity to higher‑value work.

Delivery & Execution Oversight

• Provide portfolio‑level visibility into delivery status, dependencies, risks, and milestones.
• Proactively identify and elevate cross‑initiative risks, constraints, and interdependencies.

Stakeholder Partnership

• Serve as a trusted advisor to senior technology and business leaders.
• Translate complex portfolio data into clear, executive‑level insights and recommendations.
• Foster strong partnerships across Product, Engineering, Finance, Risk, and Operations.

Required Qualifications:

• 5+ years of Information Technology in support of Business Services experience, or equivalent demonstrated through one or a combination of the following work experience, training, military experience, education

Desired Qualifications:

• Proven experience managing large, complex technology portfolios in an enterprise environment.
• Strong understanding of financial management, capacity planning, and delivery governance.
• Demonstrated ability to influence without authority and operate effectively at the senior leadership level.
• Strategic thinking with strong analytical and decision‑support capabilities
• Executive‑level communication and storytelling with data
• Strong understanding of Agile, product, and hybrid delivery models
• High ownership mindset with a focus on outcomes and value realization

Job Expectations:

• This position offers a hybrid work schedule - ability to work in office
• This position is not eligible for Visa sponsorship
• Relocation assistance is not available for this position