Program Manager – Financial Planning & Governance

Jobtailor; Connecticut; On-site; USD 120,000 - 150,000; Full time

Job summary

Jobtailor in Connecticut seeks a senior financial planning and budgeting professional to lead OPEX and CAPEX budgeting, develop dashboards, and deliver strategic insights for executive leadership.

The role requires strong forecasting, variance analysis, and governance capabilities, with experience in SAP and Power BI. Collaboration across a matrixed organization and regulatory awareness are valued.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics or related field; Master’s degree preferred.
• 7+ years of experience in financial planning, budgeting, or program governance.
• Experience managing budgets within a complex organization.
• Experience developing dashboards and reporting tools (Power BI, Excel).
• Experience supporting portfolio, program, or project-based organizations.
• Strong financial acumen, including budgeting, forecasting, and variance analysis.
• Advanced analytical and data management skills.
• Ability to synthesize complex data and concepts into clear, actionable insights for leadership.
• Strong collaboration and stakeholder management skills across a matrixed organization.
• Excellent communication skills, including executive-level reporting and presentations.
• High attention to detail with strong organizational and prioritization capabilities.
• Ability to manage competing priorities and drive results in a fast-paced environment.
• Advanced proficiency in Excel; experience with SAP preferred.
• Experience with data visualization tools (Power BI) strongly preferred.

Responsibilities

• Lead development, consolidation, and execution of IOS OPEX and CAPEX budgets, including annual planning and in-year forecasts.
• Oversee monthly, quarterly, and annual financial analyses with variance tracking and risk visibility.
• Establish and maintain standardized financial review processes to drive accountability.
• Deliver forward-looking insights through forecasting and performance modeling.
• Develop and refine data sets, reporting structures, and analytics for transparency and predictive capabilities.
• Prepare semi-annual reports summarizing financial performance and progress against goals.
• Maintain governance frameworks to track KPIs and performance metrics.
• Design, build, and maintain dashboards for real-time financial and operational visibility.
• Ensure consistency and accuracy of reporting across IOS functions.
• Prepare executive-level presentations and reports highlighting risks and strategic actions.
• Oversee tracking and reporting of capital labor hours for capitalization compliance.
• Coordinate with Financial & Operations Management and IOS teams for labor reporting alignment.
• Identify improvements to enhance tracking accuracy, data integrity, and efficiency.
• Partner with IOS teams to understand drivers and challenge assumptions for better outcomes.
• Identify and monitor initiatives to enhance financial accuracy and value creation.
• Develop action plans to address performance gaps and achieve targets.
• Serve as liaison between IOS and corporate functions to align processes.
• Coordinate with corporate functions on procurement processes and SAP-related activities.
• Drive standardization and continuous improvement of budgeting and governance practices.
• Support regulatory, audit, and compliance activities as needed.
• Identify and implement process improvements and data management enhancements.

Skills

Financial analysis

Forecasting

Variance analysis

Executive communication

Stakeholder management

Education

Bachelor’s degree in Finance, Accounting, Business, Economics or related field

Master’s degree preferred

Tools

Power BI

Excel

SAP

Job description

Responsibilities

• Lead the development, consolidation, and execution of IOS OPEX and CAPEX budgets, including annual planning and in‑year forecasts aligned to organizational and corporate objectives.
• Oversee the preparation of monthly, quarterly, and annual financial analyses, ensuring accurate tracking of actuals versus budget and clear visibility into variances, risks, and opportunities.
• Establish and maintain standardized financial review processes (e.g., monthly OPEX and CAPEX reviews) to drive accountability and informed decision‑making.
• Deliver forward‑looking insights through trend analysis, forecasting, and performance modeling to support strategic planning and operational decision‑making.
• Develop and refine data sets, reporting structures, and analytics to enhance financial transparency and predictive capabilities.
• Develop and deliver semi‑annual accomplishments reports summarizing financial performance, key initiatives, and progress against organizational goals.
• Develop and maintain governance frameworks to track IOS organizational goals, key performance indicators (KPIs), and performance metrics.
• Design, build, and maintain dashboards and reporting tools that provide real‑time visibility into financial and operational performance.
• Ensure consistency, accuracy, and standardization of reporting across IOS functions.
• Prepare and deliver executive‑level presentations and reports that synthesize complex data, highlight risks, and recommend strategic actions to leadership.
• Oversee the tracking and reporting of capital labor hours to ensure accurate capitalization and compliance.
• Partner with Financial & Operations Management and IOS functional teams to ensure alignment between labor reporting, budgets, and forecasts.
• Identify and implement improvements to enhance tracking accuracy, data integrity, and process efficiency.
• Partner closely with IOS functional teams to understand operational drivers and challenge assumptions to improve financial and operational outcomes.
• Identify, propose, and monitor initiatives that enhance financial accuracy, efficiency, and value creation across IOS.
• Develop and drive action plans to address performance gaps and ensure achievement of financial and operational targets.
• Serve as a key liaison between IOS and corporate functions (e.g., Finance, Control, Investment Planning, Regulatory, PMO) to ensure alignment of financial and governance processes.
• Coordinate closely with corporate functions to support procurement processes, including purchase order (PO) creation, tracking, and SAP‑related financial activities.
• Drive standardization and continuous improvement of budgeting, reporting, and governance practices.
• Support regulatory, audit, and compliance activities as needed (e.g., rate cases, internal/external audits).
• Identify and implement process improvements, automation, and data management enhancements to improve efficiency and insight generation.
• Contribute to short‑term and long‑term planning by aligning financial strategies with organizational and regulatory objectives.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, Economics or a related field required; Master’s degree preferred.
• 7+ years of experience in financial planning, budgeting, or program/portfolio governance roles.
• Experience managing budgets within a complex organization.
• Demonstrated experience developing dashboards and reporting tools (e.g., Power BI, Excel).
• Experience supporting portfolio, program, or project‑based organizations preferred.
• Strong financial acumen, including budgeting, forecasting, and variance analysis.
• Advanced analytical and data management skills.
• Ability to synthesize complex data and concepts into clear, actionable insights for leadership.
• Strong collaboration and stakeholder management skills across a matrixed organization.
• Excellent communication skills, including executive‑level reporting and presentations.
• High attention to detail with strong organizational and prioritization capabilities.
• Ability to manage competing priorities and drive results in a fast‑paced environment.
• Advanced proficiency in Excel; experience with financial systems (e.g., SAP) preferred.
• Experience with data visualization tools (e.g., Power BI) strongly preferred.