Senior Technology Finance & TBM Manager

Software Guidance & Assistance, Inc. (SGA) is searching for a Senior Technology Finance & TBM Manager for a CONTRACT assignment with one of our premier Financial Services clients in Dallas, TX .
The role will initially allow remote work; however, beginning January 2027, onsite presence in Dallas 4 days per week will be required with no flexibility on the onsite expectation .
This highly visible, hands-on role will support Technology Finance and Technology Business Management within a large Global Banking & Markets technology organization. The successful candidate will bring significant banking technology finance experience and deep knowledge of technology cost allocations, Apptio, project portfolio management, and IT financial management .
This is not a strategy-only or executive oversight position. The individual must be comfortable working directly with financial data, allocation methodologies, reporting, portfolio information, and technology stakeholders.
Responsibilities

• Execute and manage technology cost allocation methodologies, including allocation of costs from Technology and other non-revenue-generating functions to revenue-generating business lines.
• Support Technology Business Management capabilities including cost transparency, Bill of IT, cost allocation, TCO, unit costing, and financial analytics.
• Utilize Apptio to support technology financial management, allocation analysis, reporting, and related business processes.
• Perform detailed financial data validation, reconciliation, variance analysis, and management reporting.
• Support project portfolio management processes, including financial and portfolio analysis utilizing CA PPM / Clarity and related tools.
• Analyze technology spending, cost drivers, consumption patterns, and financial performance.
• Develop and maintain management reporting, dashboards, KPIs, and financial analysis for Technology and Finance leadership.
• Partner with Technology Finance, Business Management, Enterprise Data, Architecture, and other stakeholders.
• Validate cost models, allocation logic, financial data, service taxonomies, and reporting outputs.
• Support TCO and unit-cost analysis across applications, services, and technology platforms.
• Identify opportunities to improve financial processes, controls, reporting, and automation.
• Maintain strong data quality, governance, reconciliation, and financial-control standards.

Required Skills

• 10+ years of experience in Technology Finance, IT Financial Management, Technology Business Management (TBM), financial management, or related disciplines .
• Prior Technology Finance / IT Financial Management experience within a bank is required.
• Deep, hands-on experience with technology cost allocations , including allocating costs from non-revenue-generating technology/corporate functions to revenue-generating business lines.
• Hands-on experience with Apptio , including technology financial reporting, allocation-related processes, and analysis.
• Experience with Project Portfolio Management (PPM) processes and tools.
• Strong understanding of technology budgeting, cost drivers, cost transparency, TCO, and financial reporting.
• Strong financial data analysis, reconciliation, variance analysis, and reporting experience.
• Ability to work hands-on and independently rather than functioning solely in an executive/oversight capacity.
• Experience working across Technology, Finance, Business Management, and Data organizations in a large, complex banking environment.
• Must be able to work onsite in Dallas 4-5 days per week beginning January 2027 .

Preferred Skills

• Experience with a large global, investment, commercial, or Canadian bank .
• CA PPM / Clarity experience.
• Bachelor's degree in Accounting or Finance.
• CPA designation.
• TBM Council certification.
• Experience with Power BI, ServiceNow, PeopleSoft, and enterprise reporting tools.
• FinOps certification.
• MBA or Master's degree.

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SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .
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