Project Finance Specialist

PTAG; Houston (TX); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Employee Share Purchase Plan (ESPP)

Competitive compensation and benefits

Flexible work environment

Job summary

PTAG Inc. in Houston, TX invites a seasoned Lead Reporting Manager to shape the program-wide reporting framework for a major midstream pipeline capital program.

You will lead executive reporting to Program Leadership and Steering Committee, standardize reporting across controls, engineering, construction, and commercial teams, and develop Power BI dashboards delivering actionable insights. You'll mentor reporting analysts, manage calendars and governance, and partner with functional leads to

Qualifications

• Bachelor's degree in a related field.
• 12+ years of experience on major capital projects.
• 8+ years leading program or project reporting.

Responsibilities

• Develop and maintain the program-wide reporting framework.
• Lead executive reporting for Program Leadership and Steering Committee meetings.
• Standardize reporting across Project Controls, Engineering, Construction, Commercial, Risk, and Document Controls.
• Develop and oversee Power BI dashboards and executive scorecards.
• Mentor reporting analysts and business analysts.

Skills

Power BI

Executive reporting

Stakeholder management

Team leadership

PMP certification

Education

Bachelor's degree

Tools

EcoSys

SAP

Primavera P6

Job description

Lead Reporting Manager – Houston, TX – Onsite - ID#7112

Are you ready to make an impact in the midstream oil & gas industry? Join PTAG Inc., a leading Project Management Advisory & Services firm, recognized across North America for helping world-class clients deliver major capital projects successfully.

We are seeking a Lead Reporting Manager to support our growing team in Houston, TX. In this role, you will develop and manage the overall reporting strategy for a major midstream pipeline capital program, ensuring consistent, accurate, and timely reporting across multiple projects and workstreams while providing executive leadership with meaningful performance insights to support decision making. You will establish reporting standards, oversee dashboard development, integrate data from multiple business systems, and lead a team responsible for program reporting.

About PTAG Inc.

At PTAG, we help our clients plan, manage, and execute their most challenging projects with innovation, integrity, and collaboration.

Our mission

is to help our clients achieve successful delivery and efficient operation of their capital projects.

Our vision

is to support global leaders in the selection, planning, and execution of their major initiatives.

Our Values Include

• Safety: The safety of our employees, suppliers, and clients is always the top priority.
• Collaboration: We build true partnerships with clients and service providers.
• Leadership: We elevate project performance through the application of best practices.
• Accountability: We take responsibility for every aspect of our engagements.
• Client Satisfaction: We strive for 100% satisfaction on every project.
• Integrity: We believe in open and transparent communication at all levels.

Role & Responsibilities In this role, you will:

• Develop and maintain the program-wide reporting framework.
• Lead executive reporting for Program Leadership and Steering Committee meetings.
• Standardize reporting across Project Controls, Engineering, Construction, Commercial, Risk, and Document Controls.
• Develop and oversee Power BI dashboards and executive scorecards.
• Ensure data quality, governance, and consistency across reporting sources.
• Coordinate reporting requirements with functional leads.
• Analyze program trends, KPIs, forecasts, risks, and opportunities.
• Lead continuous improvement initiatives for reporting processes.
• Manage reporting calendars and governance.
• Mentor reporting analysts and business analysts.

Qualifications / Requirements To succeed in this role, you bring:

• Bachelor's degree in Engineering, Business, Project Management, Finance, or a related field, with
• 12+ years supporting major capital projects, including 8+ years leading program or project reporting.
• Midstream pipeline or oil & gas experience within owner organizations on large capital programs.
• Advanced Power BI expertise, with experience integrating multiple project data sources into executive-level reporting.
• Proven experience managing reporting teams, with strong stakeholder management and executive communication skills.
• Program-level reporting experience on programs exceeding $1B (Preferred).
• Familiarity with EcoSys, SAP, Primavera P6, or similar enterprise systems (Preferred).
• Project Controls background, PMP certification, or change management exposure (Preferred).

Location & Work Model

• Primary location: Houston, TX
• Work schedule: Hybrid or onsite (per program requirements)
• Travel: Limited site travel to US facilities locations may be required

Why Join PTAG?

At PTAG, you’ll be part of a dynamic, growing consulting firm that values professional development, collaboration, and innovation.

Opportunity to work on major infrastructure and capital projects.

• Exposure to industry-leading clients and partners.
• Competitive compensation and comprehensive benefits package.
• Flexible work environment and opportunities for advancement.
• Employee Share Purchase Plan (ESPP).
• A culture that values safety, accountability, and excellence.

PTAG Inc. is proud to be an equal opportunity employer committed to fostering a diverse and inclusive workplace.

PTAG Inc. uses AI-enabled tools to support certain aspects of the recruitment process, including reviewing applications against job-related criteria. These tools are used to assist our recruiters. All hiring decisions are made by PTAG Inc. recruiters and hiring managers.