Financial Planning Analyst

Portfolio Strategy & GovernanceOwn and maintain the technology portfolio view, including demand intake, prioritization, sequencing, and investment alignment.Partner with business and technology leaders to align initiatives to strategic objectives, regulatory commitments, and enterprise priorities.Support portfolio‑level governance forums by providing decision‑ready insights, trade‑off analysis, and scenario options.Financial & Capacity ManagementPartner with finance, product, and delivery leaders to manage portfolio funding, forecasts, and cost transparency.Track and communicate investment health, including spend vs. plan, benefits realization, and capacity utilization.Identify opportunities to optimize spend, reduce duplication, and reallocate capacity to higher‑value work.Delivery & Execution OversightProvide portfolio‑level visibility into delivery status, dependencies, risks, and milestones.Proactively identify and escalate cross‑initiative risks, constraints, and interdependencies.Stakeholder PartnershipServe as a trusted advisor to senior technology and business leaders.Translate complex portfolio data into clear, executive‑level insights and recommendations.Foster strong partnerships across Product, Engineering, Finance, Risk, and Operations.Required Qualifications:5+ years of Information Technology in support of Business Services experience, or equivalent demonstrated through one or a combination of the following work experience, training, military experience, educationDesired Qualifications:Proven experience managing large, complex technology portfolios in an enterprise environment.Strong understanding of financial management, capacity planning, and delivery governance.Demonstrated ability to influence without authority and operate effectively at the senior leadership level.Strategic thinking with strong analytical and decision‑support capabilitiesExecutive‑level communication and storytelling with dataStrong understanding of Agile, product, and hybrid delivery modelsHigh ownership mindset with a focus on outcomes and value realization