Program Manager – Financial Planning & Governance

Responsibilities

• Lead the development, consolidation, and execution of IOS OPEX and CAPEX budgets, including annual planning and in‑year forecasts aligned to organizational and corporate objectives.
• Oversee the preparation of monthly, quarterly, and annual financial analyses, ensuring accurate tracking of actuals versus budget and clear visibility into variances, risks, and opportunities.
• Establish and maintain standardized financial review processes (e.g., monthly OPEX and CAPEX reviews) to drive accountability and informed decision‑making.
• Deliver forward‑looking insights through trend analysis, forecasting, and performance modeling to support strategic planning and operational decision‑making.
• Develop and refine data sets, reporting structures, and analytics to enhance financial transparency and predictive capabilities.
• Develop and deliver semi‑annual accomplishments reports summarizing financial performance, key initiatives, and progress against organizational goals.
• Develop and maintain governance frameworks to track IOS organizational goals, key performance indicators (KPIs), and performance metrics.
• Design, build, and maintain dashboards and reporting tools that provide real‑time visibility into financial and operational performance.
• Ensure consistency, accuracy, and standardization of reporting across IOS functions.
• Prepare and deliver executive‑level presentations and reports that synthesize complex data, highlight risks, and recommend strategic actions to leadership.
• Oversee the tracking and reporting of capital labor hours to ensure accurate capitalization and compliance.
• Partner with Financial & Operations Management and IOS functional teams to ensure alignment between labor reporting, budgets, and forecasts.
• Identify and implement improvements to enhance tracking accuracy, data integrity, and process efficiency.
• Partner closely with IOS functional teams to understand operational drivers and challenge assumptions to improve financial and operational outcomes.
• Identify, propose, and monitor initiatives that enhance financial accuracy, efficiency, and value creation across IOS.
• Develop and drive action plans to address performance gaps and ensure achievement of financial and operational targets.
• Serve as a key liaison between IOS and corporate functions (e.g., Finance, Control, Investment Planning, Regulatory, PMO) to ensure alignment of financial and governance processes.
• Coordinate closely with corporate functions to support procurement processes, including purchase order (PO) creation, tracking, and SAP‑related financial activities.
• Drive standardization and continuous improvement of budgeting, reporting, and governance practices.
• Support regulatory, audit, and compliance activities as needed (e.g., rate cases, internal/external audits).
• Identify and implement process improvements, automation, and data management enhancements to improve efficiency and insight generation.
• Contribute to short‑term and long‑term planning by aligning financial strategies with organizational and regulatory objectives.

• Bachelor’s degree in Finance, Accounting, Business, Economics or a related field required;
  Master’s degree preferred.
• 7+ years of experience in financial planning, budgeting, or program/portfolio governance roles.
• Experience managing budgets within a complex organization.
• Demonstrated experience developing dashboards and reporting tools (e.g., Power BI, Excel).
• Experience supporting portfolio, program, or project‑based organizations preferred.
• Strong financial acumen, including budgeting, forecasting, and variance analysis.
• Advanced analytical and data management skills.
• Ability to synthesize complex data and concepts into clear, actionable insights for leadership.
• Strong collaboration and stakeholder management skills across a matrixed organization.
• Excellent communication skills, including executive‑level reporting and presentations.
• High attention to detail with strong organizational and prioritization capabilities.
• Ability to manage competing priorities and drive results in a fast‑paced environment.
• Advanced proficiency in Excel; experience with financial systems (e.g., SAP) preferred.
• Experience with data visualization tools (e.g., Power BI) strongly preferred.