Financial Planning Analyst

VySystems; Charlotte (NC); On-site; USD 120,000 - 170,000; Full time

Job summary

VySystems is seeking a seasoned Portfolio Manager to own and optimize the technology portfolio view, aligning demand, prioritization, and investments with strategic objectives. You will partner with senior leaders to drive governance and deliver decision-ready insights across programs.

The role requires 5+ years in IT for business services, strong financial acumen, and the ability to influence at the senior leadership level. Expect cross-functional collaboration and a focus on value realization.

Qualifications

• 5+ years of Information Technology in support of Business Services experience, or equivalent demonstrated through work experience, training, military, or 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 accelerate 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

Strategic thinking

Executive communication

Data storytelling

Analytical skills

Decision-support

Agile understanding

Hybrid delivery

Ownership mindset

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 accelerate 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