Overview

Role Overview

This role will establish and operate a centralized governance capability to evaluate, prioritize, track, and report on capital projects and the use of IT capacity across the enterprise. Sitting within FP&A, the role will serve as the single point of coordination for business case intake, evaluation, portfolio tracking, and executivelevel governance.

The successful candidate will own the endtoend operating rhythm: from business case development and challenge, through quarterly leadership readouts, to ongoing performance tracking and integration into the annual planning and budgeting cycle.

This role does not require a traditional finance background; however, the individual must be fluent in core financial concepts and comfortable facilitating decisionmaking with senior business, functional, and technology leaders.

Responsibilities

Key Responsibilities

Governance

Stand up and run a centralized governance framework for capital projects and IT capacity usage.
Define and document intake processes, evaluation criteria, approval workflows, and reporting standards.
Ensure alignment across FP&A, IT, and business stakeholders on governance expectations and decision rights.

Business Case Intake, Review & Challenge

Act as the central owner of all capital and ITrelated business case submissions.
Partner with stakeholders across business units and functions to develop, refine, and pressuretest business cases, including scope, benefits, costs, risks, and timing.
Challenge assumptions, identify gaps, and ensure consistency, comparability, and clarity across all submissions.
Ensure business cases clearly articulate value drivers (financial and nonfinancial), tradeoffs, and interdependencies.

Stakeholder Engagement & Facilitation

Proactively engage senior leaders across the business, functions, and IT to understand strategic priorities and upcoming investment needs.
Serve as a neutral facilitator, balancing competing priorities while maintaining objectivity and governance discipline.
Translate complex inputs into clear, decisionready narratives tailored to executive audiences.

Executive Reporting & Decision Support

Prepare quarterly portfolio readouts for leadership committees, including:
- New project submissions and recommendations
- Status of approved and inflight projects
- Capacity utilization and constraints
- Key financial and delivery metrics, risks, and issues
Support leadership decisionmaking by synthesizing data into concise insights, scenarios, and recommendations.

Portfolio Tracking & Performance Management

Own the ongoing tracking of approved projects, including spend, benefits realization, timelines, and delivery status.
Work with project teams and stakeholders to collect actuals and performance metrics across the portfolio.
Identify variances versus business case assumptions and escalate risks or deviations where appropriate.
Continuously improve tracking processes to balance rigor with practicality as the portfolio scales.

Planning & Budgeting Integration

Embed capital and IT investment governance into the broader annual planning and budgeting cycle.
Ensure approved projects, future pipeline, and capacity constraints are accurately reflected in financial plans.
Partner with FP&A colleagues to align governance outputs with forecasts, outlooks, and longrange plans.

Required Experience & Qualifications

Qualifications

Experience

8 612+ years of experience in one or more of the following areas:
- Program or portfolio management
- Strategy, transformation, or enterprise PMO
- Corporate planning, investment governance, or business operations
Demonstrated experience working across multiple functions (e.g., business, finance, IT, operations) in a complex organization.
Proven ability to operate with seniorlevel stakeholders and influence without direct authority.

Financial & Analytical Capability

Strong working knowledge of core financial concepts, including:
- Cash vs. P&L impacts
- Capital vs. operating expenditure
- NPV, ROI, payback, and value drivers
Experience reviewing, challenging, or building business cases; handson financial modeling is a plus but not required.

Skills & Attributes

Highly organized, with the ability to manage multiple workstreams, deadlines, and stakeholders concurrently.
Strong written and verbal communication skills; able to synthesize large volumes of information into clear executivelevel materials.
Comfortable operating in ambiguity and building structures from the ground up.
Naturally inquisitive with a bias toward constructive challenge and continuous improvement.
Strong judgment and discretion when handling sensitive commercial and strategic information.

AmTrust Financial Services

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Senior Manager, Governance and FP&A