Technology Financial Portfolio Leader

Yoh,-A-Day-; Dallas (TX); Hybrid; USD 68,000 - 96,000; Full time

Benefits offered by this job

Medical benefits

Health Savings Account

Life & Disability Insurance

Voluntary benefits

EAP

401K Retirement Savings Plan

Direct Deposit

Referral bonuses

Training opportunities

Job summary

Yoh, a Day & Zimmermann company, seeks a Financial Portfolio Management Manager in Downtown Dallas, TX for a 12+ month contract. The role leads technology financial planning, forecasting, investment governance, and operations to ensure funding alignment and SOX compliance.

Responsibilities include leading CapEx/OpEx financial management, budgets and long-range plans, and developing the Finance Portfolio Management Leads and Analysts. Hybrid work with onsite interviews.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 8+ years of experience in financial planning, budgeting, forecasting, accounting, or investment management.
• 3+ years of people leadership experience.
• Experience managing CapEx, OpEx, investment portfolios, and long-range financial plans.
• Experience supporting audits, SOX controls, financial governance, and compliance activities.
• Experience presenting financial information to senior leadership and executives.

Responsibilities

• Lead Technology CapEx, OpEx, and System Resiliency Plan (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

Budgeting

Forecasting

SOX controls

Stakeholder management

Leadership

Financial governance

Education

Bachelor's degree in Finance, Accounting, Business Administration, Economics, Information Systems, or a related field

MBA, CPA, CMA, or other relevant financial certification preferred

Tools

ERP systems

Financial reporting tools

Budgeting software

Job description

Yoh, a Day & Zimmermann company, seeks a Financial Portfolio Management Manager in Downtown Dallas, TX for a 12+ month contract. The role leads technology financial planning, forecasting, investment governance, and operations to ensure funding alignment and SOX compliance.

Responsibilities include leading CapEx/OpEx financial management, budgets and long-range plans, and developing the Finance Portfolio Management Leads and Analysts. Hybrid work with onsite interviews.