Strategic Tech Finance Portfolio Lead

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

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.