About the role
General Summary:
Serves as the enterprise FP&A leader for IT financial strategy, AI investment governance, and capital allocation. Responsible for driving financial planning, investment prioritization, and performance management across technology and strategic initiatives. Acts as a key advisor to senior leadership, influencing capital deployment, optimizing financial outcomes, and building scalable financial capabilities to support long-term growth.
Duties & Responsibilities:
- Lead enterprise FP&A partnership with IT Finance, including strategic planning, forecasting, and performance management of multi-million-dollar technology investments.
- Establish and govern FP&A AI investment framework, including intake prioritization, funding allocation, and value realization tracking across functional areas.
- Drive enterprise capital allocation strategy, including business case development, ROI modeling, and investment prioritization aligned to corporate objectives.
- Serve as FP&A lead for strategic and transformation initiatives, providing financial leadership from business case development through execution and value realization
- Oversee governance of complex, high-risk financial processes (impairment, lease analysis, compensation accruals), ensuring alignment with accounting and audit standards.
- Lead system and process transformation efforts, including Oracle optimization, automation, and scalable planning capabilities.
- Develop advanced insights into cost drivers, investment performance, and enterprise financial risk, enabling proactive decision-making
Knowledge, Skills & Abilities:
- Strong written and oral communication skills with the ability to summarize data into reports and presentations for senior management and the Board of Directors
- Knowledge of GAAP and financial statement preparation
- Ability to organize, prioritize, and to be a self-starter in a fast-paced environment
- Demonstrated ability to influence executive-level decision-making and capital allocation strategy
- Strong analytical, problem solving, and decision-making skills
- Creative ability to access information from different sources and compile for analyses and presentations
- Team player with experience developing talent and leading a small team
- Attention to detail, with the ability to detect errors and identify trends
- Deep understanding of technology finance, enterprise systems, and transformation investments
Work Experience &/or Education:
8-10 years of experience in FP&A, corporate finance, or strategy roles. Experience in IT finance, capital allocation, or transformation initiatives is strongly preferred. Bachelor’s degree required; MBA, CPA, CFA strongly preferred
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