Principal, Capital Planning & Portfolio Lead, Infrastructure Services
Core
Senior strategic leadership role overseeing planning, forecasting, governance, optimization, and financial management of the organization's technology portfolio across Infrastructure, Cloud, Applications, Cybersecurity, Data Platforms, and Enterprise Technology Services.
Role type
Principal, Capital Planning & Portfolio Lead, Infrastructure Services
Builds
Financial transparency, portfolio optimization, investment prioritization, cost efficiency initiatives, and long-range technology financial planning for the enterprise technology portfolio.
Domain
Financial Services / Technology Finance & Portfolio Management
Deliverable
dashboards & analysis
Required skills
Technology portfolio management, CapEx and OpEx governance, financial modeling, forecasting, budgeting, business case development, cloud financial management (FinOps), hardware lifecycle management, software licensing strategy, investment prioritization, stakeholder management, data analytics, risk management, vendor and contract management.
Preferred skills
MBA, CFA, CPA, PMP, PgMP, experience in Financial Services/Banking/Asset Management, knowledge of TBM/ITFM frameworks, global portfolio management, Agile Portfolio Management.
Technologies
Apptio (TBM), ServiceNow SPM/ITBM, Power BI, Tableau, Anaplan, MS Excel Advanced
Responsibilities
Own and manage the end-to-end technology financial portfolio; Lead annual budget planning, quarterly forecasting, and multi-year strategic financial planning; Establish governance frameworks for technology capital and operating expenditures; Lead cloud financial management (FinOps) practices; Develop strategic plans for hardware refresh cycles and asset lifecycle management; Facilitate investment prioritization across competing technology initiatives; Serve as trusted advisor to CIOs, CTOs, and Finance Leaders.
Seniority
Principal, strategy & mentorship