Financial Portfolio Management Manager (Capex,Opex)

Financial Portfolio Management Manager Dallas, TX Contract

Role Summary
Leads Technology Financial Portfolio Management services across the organization, overseeing financial planning, forecasting, investment management, governance, and financial operations. Responsible for ensuring financial transparency, funding alignment, compliance, and informed investment decisions that support Technology's strategic and operational objectives.

Key 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

Deliverables
Annual Technology budget and monthly forecast packages.
Five-year Technology financial and investment plans.
Executive financial dashboards, reporting, and presentations.
Investment analysis and funding recommendations.
CWIP aging reports and in-service compliance reporting.
Asset retirement plans and financial impact assessments.
Financial governance processes, SOX documentation, and audit support materials.
Portfolio financial performance and variance analysis.

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.

Required Qualifications
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.

Preferred Skills
Financial planning, budgeting, forecasting, and variance analysis.
Understanding of utility accounting, capitalization policies, CWIP management, depreciation, and asset lifecycle management.
Experience supporting technology organizations, technology investments, or project portfolios.
Knowledge of demand planning, portfolio planning, and investment prioritization processes.
Strong financial modeling, analytics, and reporting capabilities.
Ability to translate complex financial data into executive-level insights and recommendations.
Experience with ERP, financial planning, portfolio management, and reporting tools.
Strong stakeholder management and relationship-building skills.
Ability to lead process improvements and establish scalable financial controls.