Director of Portfolio and Financial Management

Manage a high-performing team (1 direct report) for consolidated strategic and performance management reporting (Monthly Business Review, Quarterly Business Review, Zero Based Budgeting reporting).,Serve as the primary strategic, finance, and resource management contact for I&T with T&O Finance, Technology Chief Operating Office, and US CIO Operating Office.,Lead end-to-end Portfolio Management, including monthly portfolio, financial, and resource reporting.,Support senior-level requests for metric reporting to the Technology Chief Operating Office.,Partner with Financial Control to ensure financial integrity and compliance with accounting standards.,Identify and implement enhancements to reporting processes, forecasting, and planning workflows.,Own coordination and consolidation of the Annual Planning cycle for I&T, managing timelines, narrative, and deliverables.,Co-lead coordination and production of the I&T Monthly and Quarterly Business Review for senior executives.,Act as a strategic co-pilot, partnering with the I&T Senior Leadership Team to drive actionable insights, strategies, and business case analysis.,Translate financial and capacity data into clear, executive-ready narratives for OC level executives.

Education: Bachelor's degree in Finance, Accounting, Economics, or a related field. Advanced credentials (MBA, CFA, CPA) are strongly preferred.,Leadership & Executive Presence: 8+ years of progressive experience in a relevant role, with at least 3 years in a leadership role. Demonstrated ability to inspire teams, develop talent, and foster future-focused growth.,Strategic Influence: Proven track record of collaborating in a matrixed environment, influencing stakeholders, and driving outcomes through strong interpersonal skills and trust-based partnerships.,Operational Agility: Expertise in managing competing priorities under tight deadlines, navigating change, and communicating priorities clearly.,Executive Communication: Demonstrated ability to prepare and present financial content for senior leadership.,Technical Proficiency: Exceptional financial modeling, data analysis, and communication skills.,Industry Knowledge: Prior experience in a financial institution is essential.,Core Competencies: High integrity, strong business acumen, sound judgment, results-driven mindset with a sense of urgency.,Attention to Detail & Organization: Meticulous focus on accuracy, precision, and well-structured workflows in financial reporting and analysis.,Continuous Improvement Mindset: Commitment to identifying inefficiencies, implementing process enhancements, and fostering a culture of ongoing optimization.

Bachelor's Degree (MBA, CFA, CPA preferred)