Financial Analyst & Planning

Hallmark Global Solutions Ltd; Charlotte (NC); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Hallmark Global Solutions Ltd in Charlotte, NC, seeks a Financial Analyst & Planning to lead and harmonize IT portfolio investments. You will work with senior leaders to translate strategy into actionable funding, governance, and delivery plans.

The role requires 5+ years in IT in Business Services, strong financial acumen, and an ability to present decision-ready insights. A hybrid work model and collaboration across Product, Engineering, Finance, Risk, and Operations are expected.

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
• 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

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.
• 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

Job description

Hello,

Title: Financial Analyst & Planning

Location: Charlotte NC

Portfolio Strategy & Governance

• 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