Senior Finance Manager, IT Portfolio

Job Summary
The Senior Finance Manager, IT Portfolio is responsible for leading financial planning, analysis, and performance reporting for the IT organization, supporting strategic decision-making and investment optimization.

Primary Objectives

• Lead financial planning and forecasting processes for the IT portfolio, aligning spend with strategic goals.
• Deliver actionable insights through financial analysis and performance reporting to support IT leadership.
• Support prioritization and optimization of IT investments across capital and operational initiatives.
• Partner with stakeholders to drive financial compliance, vendor value delivery, and resource alignment.

Duties and Responsibilities

• Develop and manage IT budgets, forecasts, and financial models to support strategic financial and operational goals.
• Analyze and track IT spending, identifying cost-saving opportunities and performance trends.
• Provide variance analysis comparing actual IT spend to plan, forecast, and prior year.
• Perform project-based financial modeling to support capital and operational reporting.
• Assist with preparation and submission of business cases for financial investment.
• Review monthly financial results with IT senior leadership and coordinate forecast updates.
• Provide analysis and guidance to support annual planning and quarterly forecasting processes for the IT organization.
• Create insightful analyses to evaluate significant business initiatives and investment decisions.
• Develop recurring and ad-hoc reports and models to support data-driven decision-making.
• Partner with Corporate Accounting during monthly close, including accruals and adjusting entries.
• Track and report financial performance of the IT portfolio, including key performance indicators (KPIs) and return on investment (ROI).
• Prepare enterprise-level reporting on projected spend and expected benefits for capital allocation and cash forecasting.
• Collaborate with business units and leadership teams to prioritize IT projects based on strategic alignment, value, and risk.
• Monitor related activities and reporting for adherence to financial policies, procedures, and regulatory requirements across IT initiatives.
• Partner with IT vendor relationship owners to evaluate cost-effectiveness, SLA compliance, and value delivery.
• Communicate financial insights and recommendations to senior management and project teams.
• Support resource allocation across the IT portfolio to align with project needs and priorities.
• Identify and assess financial risks related to IT investments and propose mitigation strategies.
• Other duties as assigned.

QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

• Bachelor's degree in Finance, Business Administration, or related field or equivalent combination of coursework and experience in directly-related field required

Licenses and Certifications

• Project Management certifications such as Project Management Professional (PMP) and/or PRINCE2 (Projects IN Controlled Environments) preferred

Work Experience

• 8+ year' progressive experience in financial planning and analysis including budgeting, forecasting, and financial modeling required
• 4+ years' experience supporting IT organizations or technology portfolios required
• Experience with IT project management preferred

Required Knowledge, Skills and Abilities

• Strong financial acumen with a deep understanding of financial principles, budgeting, forecasting, and financial analysis.
• Familiarity with IT concepts, project management methodologies (Agile, Waterfall), and IT governance frameworks.
• Ability to analyze financial data, identify trends, and develop actionable insights.
• Excellent verbal and written communication skills to effectively communicate financial information to various stakeholders.
• Leadership and Influence: Ability to lead and influence cross-functional teams, manage relationships, and drive results.
• Ability to identify and resolve financial and operational issues related to the IT portfolio.
• Understanding of project management principles and methodologies.
• Ability to align IT investments with overall business objectives.
• Proficiency with IT portfolio management tools such as Microsoft Project, Clarity, or Planview.

Competencies

• Builds High-Performing Teams Selects, organizes, and motivates colleagues to work together in a committed way to achieve a common mission and ensures a pipeline of talent for the future.
• Delivers Results Rigorously drives self and others to achieve high levels of individual and organization performance.
• Engages & Inspires Others Leads with energy, self-confidence and understanding in ways that motivate colleagues to achieve more than they thought possible.
• Focuses on the Customer & Market Continuously evaluates what is important to the customer/client and develops products or solutions that exceed expectations.
• Makes Sound Business Decisions Makes timely and well-informed decisions that advance critical priorities, capitalize on new opportunities, and resolve problems.
• Partners Across Boundaries Works collaboratively and effectively with colleagues throughout the company toward the common good of The Pasha Group.
• Practices our Values Supports and models The Pasha Way; conduct reflects Excellence, Honesty, Integrity, Innovation and Teamwork.

PHYSICAL DEMANDS, WORK ENVIRONMENT, AND TRAVEL
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Hear and speak with sufficient clarity to understand and engage in telephonic information exchange; hear and understand verbal instructions; give and receive information verbally in person or via communication device - Often
• Walk/travel within office environment, crouch/bend to access floor-level storage - Often
• Use hands/fingers to operate office equipment, type/complete data input, write - Often
• Reach with hands, arms; lift, move and manipulate objects weighing up to 20 pounds - Regularly
• Sight sufficient to read instructions, documents, and screen-based information - Often
• Use hands/fingers to manipulate and file documents, folders, small objects - Regularly

Working Environment
This role requires work that may involve the following environmental conditions:

• Corporate office environment

Screening Requirements
Background Checks

Must be fully vaccinated against COVID-19, except as prohibited by law.
The information included in this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive or exhaustive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

The salary range listed is based on the geographic zone associated with this role: San Rafael, CA. If you are applying to work from a different location, the salary range may vary to align with the cost of labor and market conditions in that area. For applicants from other zones, we encourage you to reach out to us to confirm the relevant salary range for your specific location. Starting pay will be determined by job-related factors including experience, education, and business needs and may be modified at any time.

Zone 1: $160,000 - $185,000

This job is also eligible for participation in an Incentive Plan with a target payout based on eligible compensation and corporate/individual performance goal attainment.
Annual Incentive Opportunity: 15% of eligible compensation