Senior Lead, Technology Strategy & Planning

FIS Management Services LLC; Jacksonville (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

FIS is seeking an experienced financial leader to partner with Technology leadership in Jacksonville.

You will drive strategic planning, investment strategies, and forecasting, building financial models across operating expenses, capital, headcount, and vendor spend. The role requires translating complex analytics into actionable recommendations for executive teams and developing executive-ready materials.

Qualifications

• 8+ years of experience in FP&A, Technology Finance, TBM, or related fields.
• Experience supporting large technology organizations or CIO/CTO functions.
• Advanced Excel and PowerPoint; proficiency with BI/analytics tools.

Responsibilities

• Partner with Technology leadership to develop strategic plans, investment strategies, and operating models.
• Own financial planning and forecasting for the Technology organization across cycles.
• Identify opportunities to reduce costs and optimize technology investments.
• Develop models for operating expenses, capital, headcount, vendor spend, and initiatives.
• Create executive-ready analyses, reports, and dashboards for senior leaders.

Skills

FP&A

Technology Finance

TBM

Budgeting

Forecasting

Excel

Power BI

Education

Bachelor's degree in Finance/Business

Tools

Power BI

Tableau

Anaplan

SAP

Oracle

Job description

What You'll Do

Technology Strategy, Planning & Governance Partner with Technology leadership to develop strategic plans, investment strategies, and operating models that support business objectives. Provide analytical support for strategic initiatives, organizational planning, and executive decision-making. Evaluate business cases, investment opportunities, and trade-offs across technology portfolios. Serve as a trusted thought partner to senior leaders on planning, prioritization, and resource allocation decisions.

Financial Planning & Forecasting Own the financial planning and forecasting process for the Technology organization, including monthly, quarterly, annual, and multi-year planning cycles. Develop and maintain financial models covering operating expenses, capital investments, headcount, vendor spend, and strategic initiatives. Partner with Finance and Technology leaders to analyze variances, identify risks and opportunities, and recommend corrective actions. Support budget development and long-range planning activities.

Technology Cost Optimization & Investment Management Identify opportunities to reduce costs and optimize technology investments across infrastructure, cloud, software, vendors, and workforce spending. Analyze technology spending trends and develop recommendations that improve efficiency while supporting strategic priorities. Build business cases and financial analyses to support investment decisions. Partner with Procurement and Technology leadership to evaluate vendor strategies, contract renewals, and sourcing opportunities.

Capacity & Resource Planning Develop frameworks that align technology demand with available resources, including employees, contractors, and strategic partners. Model various staffing, funding, and investment scenarios to support leadership decision-making. Translate workforce and infrastructure plans into financial impacts and business outcomes. Surface risks, dependencies, and trade-offs associated with changing priorities.

Data Integration & Executive Insights Integrate financial, operational, workforce, and vendor data from multiple enterprise systems to create a consistent view of technology performance. Establish reporting standards, metrics, dashboards, and KPIs that support executive decision-making. Develop executive-ready presentations and materials for senior Technology and Finance leadership. Translate complex analyses into concise recommendations with clear business impact.

What You'll Bring

8+ years of experience in FP&A, Technology Finance, Technology Business Management (TBM), Technology Strategy, Business Operations, or Management Consulting. Experience supporting large technology organizations, CIO/CTO functions, or technology operations teams. Strong financial planning, forecasting, modeling, and analytical skills. Ability to translate complex analyses into clear recommendations for senior leaders. Experience with executive reporting, dashboards, and presentations. Advanced Excel and PowerPoint skills; experience with Power BI, Tableau, Anaplan, SAP, Oracle, or similar tools preferred. Bachelor's degree in Finance, Business, Economics, Engineering, or a related field. Bonus if you have Technology Business Management (TBM), FinOps, or IT Financial Management experience. Technology vendor management, sourcing, or procurement experience. Consulting experience supporting technology organizations. MBA, CPA, CFA, or similar advanced credential.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics.

ADA Disclaimer

In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model Recruitment

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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