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 executive‑level governance.
The successful candidate will own the end‑to‑end 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 decision‑making with senior business, functional, and technology leaders.
Responsibilities:
Key Responsibilities
Governance
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Stand up and run a centralized governance framework for capital projects and IT capacity usage.
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Define and document intake processes, evaluation criteria, approval workflows, and reporting standards.
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Ensure alignment across FP&A, IT, and business stakeholders on governance expectations and decision rights.
Business Case Intake, Review & Challenge
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Act as the central owner of all capital and IT‑related business case submissions.
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Partner with stakeholders across business units and functions to develop, refine, and pressure‑test business cases, including scope, benefits, costs, risks, and timing.
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Challenge assumptions, identify gaps, and ensure consistency, comparability, and clarity across all submissions.
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Ensure business cases clearly articulate value drivers (financial and non‑financial), trade‑offs, and interdependencies.
Stakeholder Engagement & Facilitation
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Proactively engage senior leaders across the business, functions, and IT to understand strategic priorities and upcoming investment needs.
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Serve as a neutral facilitator, balancing competing priorities while maintaining objectivity and governance discipline.
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Translate complex inputs into clear, decision‑ready narratives tailored to executive audiences.
Executive Reporting & Decision Support
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Prepare quarterly portfolio readouts for leadership committees, including:
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New project submissions and recommendations
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Status of approved and in‑flight projects
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Capacity utilization and constraints
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Key financial and delivery metrics, risks, and issues
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Support leadership decision‑making by synthesizing data into concise insights, scenarios, and recommendations.
Portfolio Tracking & Performance Management
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Own the ongoing tracking of approved projects, including spend, benefits realization, timelines, and delivery status.
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Work with project teams and stakeholders to collect actuals and performance metrics across the portfolio.
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Identify variances versus business case assumptions and escalate risks or deviations where appropriate.
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Continuously improve tracking processes to balance rigor with practicality as the portfolio scales.
Planning & Budgeting Integration
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Embed capital and IT investment governance into the broader annual planning and budgeting cycle.
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Ensure approved projects, future pipeline, and capacity constraints are accurately reflected in financial plans.
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Partner with FP&A colleagues to align governance outputs with forecasts, outlooks, and long‑range plans.
Required Experience & Qualifications
Qualifications:
Experience
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8–12+ years of experience in one or more of the following areas:
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Program or portfolio management
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Strategy, transformation, or enterprise PMO
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Corporate planning, investment governance, or business operations
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Demonstrated experience working across multiple functions (e.g., business, finance, IT, operations) in a complex organization.
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Proven ability to operate with senior‑level stakeholders and influence without direct authority.
Financial & Analytical Capability
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Strong working knowledge of core financial concepts, including:
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Cash vs. P&L impacts
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Capital vs. operating expenditure
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NPV, ROI, payback, and value drivers
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Experience reviewing, challenging, or building business cases; hands‑on financial modeling is a plus but not required.
Skills & Attributes
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Highly organized, with the ability to manage multiple workstreams, deadlines, and stakeholders concurrently.
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Strong written and verbal communication skills; able to synthesize large volumes of information into clear executive‑level materials.
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Comfortable operating in ambiguity and building structures from the ground up.
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Naturally inquisitive with a bias toward constructive challenge and continuous improvement.
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Strong judgment and discretion when handling sensitive commercial and strategic information.
