Financial Portfolio Management Manager

Yoh, A Day & Zimmermann Company; Dallas (TX); Hybrid; USD 68,000 - 96,000; Full time

Benefits offered by this job

Medical, Prescription, Dental & Vision

HSA

Life & Disability Insurance

401K Retirement Savings Plan

EAP

Certification and training

Job summary

Yoh, a Day & Zimmermann Company, seeks a Financial Portfolio Management Manager in Dallas to lead technology financial planning, forecasting, and governance. You will drive annual budgets, long-range plans, and executive reporting to support strategic technology investments.

The role requires extensive experience in finance, SOX controls, and stakeholder collaboration with technology and finance groups, in a hybrid work setting in Downtown Dallas.

Qualifications

• Bachelor's degree in finance, accounting, business or related field.
• MBA/CPA/CMA preferred.
• Experience with audits, SOX controls, financial governance and compliance.
• Experience presenting financial information to senior leadership.
• Strong financial modeling, analytics, and reporting capabilities.

Responsibilities

• Lead Technology CapEx, OpEx, and 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

Skills

Financial planning

Forecasting

Investment management

SOX controls

Executive presentation

Capital budgeting

Stakeholder mgmt

Education

Bachelor's degree in Finance or related field

MBA/CPA/CMA preferred

Tools

ERP systems

Financial reporting tools

Portfolio management tools

Job description

Financial Portfolio Management Manager

12+ month contract

Downtown Dallas, TX (Hybrid 3-4 days a week and onsite interview)

Must have Financial Planning of Technology Department experience

Role Summary

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

Deliverables

• 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.

Required Qualifications

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

• 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.

• 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.

Estimated Min Rate: $49.00

Estimated Max Rate: $70.00

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Visit https://www.yoh.com/applicants-with-disabilities to contact us if you are an individual with a disability and require accommodation in the application process.

For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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Fraudulent recruiting communications have become increasingly common. Emails from Yoh recruiters will only come from an @yoh.com email address. Yoh will never ask candidates to pay fees, purchase equipment, send gift cards, or transfer funds as part of the recruiting or hiring process. If you receive a communication that appears suspicious or requests payment, contact Yoh directly before responding or sharing personal information.