Technology Finance Portfolio Lead

Yoh, A Day & Zimmermann Company; Dallas (TX); Hybrid; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical benefits

Health Savings Account

Life & disability insurance

EAP (Employee Assistance Program)

401K retirement plan

Direct deposit & weekly pay

Referral bonus programs

Certification & training opportunities

Job summary

Yoh, a Day & Zimmermann Company, seeks a Financial Portfolio Management Manager in Downtown Dallas. Hybrid 3-4 days/week with an onsite interview. The role leads Technology Financial Portfolio Management, overseeing planning, forecasting, governance, and financial operations to ensure transparency and informed investment decisions.

Requirements include 8+ years in financial planning/forecasting, 3+ years of leadership, and experience with CapEx/OpEx, audits, and governance. MBA or CPA preferred.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, Information Systems, or related field.
• MBA/CPA/CMA or other relevant financial certification preferred.

Responsibilities

• Lead Technology CapEx, OpEx, and System Resiliency Plan financial management.
• 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 SOX compliance and regulatory requirements.

Skills

Financial planning

Budgeting

Forecasting

Leadership

Financial analysis

ERP systems

Portfolio management tools

SOX controls

Education

Bachelor's degree in Finance/Accounting/Business Administration

MBA, CPA, CMA or equivalent preferred

Tools

ERP systems

Portfolio management tools

Financial planning software

Job description

Yoh, a Day & Zimmermann Company, seeks a Financial Portfolio Management Manager in Downtown Dallas. Hybrid 3-4 days/week with an onsite interview. The role leads Technology Financial Portfolio Management, overseeing planning, forecasting, governance, and financial operations to ensure transparency and informed investment decisions.

Requirements include 8+ years in financial planning/forecasting, 3+ years of leadership, and experience with CapEx/OpEx, audits, and governance. MBA or CPA preferred.