Senior Finance Partner, Capital Management & PMO

ISO New England Inc.; Springfield (MA); Hybrid; USD 130,000 - 160,000; Full time

Benefits offered by this job

Enhanced 401(k) and financial planning

Tuition reimbursement and professional

Job summary

ISO New England Inc. in Holyoke, MA is seeking a Lead Finance Partner, Capital Management to provide financial leadership over budgeting, forecasting, capitalization, cash flow, and reporting for the capital program. You will partner closely with the PMO to ensure disciplined spending and governance across projects.

The role reports to the Director of Accounting and drives accurate budgets, forecasts, and capital expenditure accounting with strong controls. Hybrid work 3 days onsite.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or related field.
• 7+ years of experience in financial management, accounting, budgeting, financial planning & analysis, or capital project finance.
• Experience managing capital budgets and/or project financials is strongly preferred.
• Experience partnering with project management, IT, or PMO organizations preferred.
• Strong understanding of accounting principles and capital expenditure accounting.
• Advanced Excel and financial modeling skills.
• Experience with ERP systems and financial reporting tools.
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple projects and competing priorities while maintaining attention to detail.

Responsibilities

• Coordinate the annual capital budgeting and planning process in partnership with Finance, the PMO, and business/project leaders.
• Develop and maintain capital budgets, including project-level budgets, funding requirements, timing, and anticipated spend.
• Review proposed capital projects for financial completeness, consistency, and alignment with approved funding.
• Maintain the capital budget structure and approval governance framework.
• Support management in evaluating capital investment requests, including life-to-date cost, operating and maintenance impacts, return on investment, funding requirements, and strategic alignment.
• Serve as the Finance business partner to the PMO and participate in capital project governance processes.
• Establish consistent financial reporting requirements and processes across the capital project portfolio.
• Work with project managers to ensure project financial information is accurate, timely, and actionable.
• Provide financial input into project status reviews, stage-gate processes, and project change requests.
• Manage vendor performance, deliverables, and contract change requests in coordination with Procurement and Finance.
• Help establish standards for project cost tracking, forecasting, and reporting.
• Maintain forecasts for capital expenditures, project completion costs, commitments, and remaining budgets.
• Monitor contract commitments, evaluate budget impacts of change orders, and ensure funding and forecast alignment.
• Partner with project managers to understand project status, scope changes, cost pressures, delays, and budget impacts.
• Analyze capital spending, budget-to-actual performance, forecast variances, and project financial trends.
• Provide management with timely reporting, dashboards, variance explanations, and identification of emerging financial risks and opportunities.
• Prepare financial analyses, models, and presentations for senior leadership, governance committees, and Board Committees.
• Support long-range capital planning and future funding requirement assessments
• Apply capitalization governance in accordance with GAAP, company accounting policies, and internal controls.
• Partner with Accounting to ensure capital expenditures are properly classified, recorded, and capitalized.
• Coordinate project closeouts, including asset transfers, capitalization entries, and budget reconciliations.
• Support internal and external audits related to capital projects and fixed assets.
• Establish and maintain effective controls over capital budgeting, forecasting, reporting, and project financial management processes.
• Identify opportunities to improve capital planning, forecasting, reporting, and project closeout processes.
• Develop and maintain documentation, procedures, and financial standards related to capital projects.
• Ensure compliance with company policies and delegated approval authorities.
• Assist in implementing or enhancing systems used to manage capital budgets and project financial information.

Skills

Advanced Excel

Financial modeling

ERP systems

Financial reporting tools

Analytical thinking

Communication skills

Education

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

Job description

ISO New England Inc. in Holyoke, MA is seeking a Lead Finance Partner, Capital Management to provide financial leadership over budgeting, forecasting, capitalization, cash flow, and reporting for the capital program. You will partner closely with the PMO to ensure disciplined spending and governance across projects.

The role reports to the Director of Accounting and drives accurate budgets, forecasts, and capital expenditure accounting with strong controls. Hybrid work 3 days onsite.