Director, IT Financial Management

What You'll DoWe’re looking for a Director of IT Financial Management to help establish and lead our enterprise IT Financial Management (ITFM) capability. In this highly visible role, you’ll shape how Principal builds greater transparency into technology investments, connects spend to business value, and enables leaders to make more informed decisions about technology resources.

You’ll serve as the central leader for an evolving, enterprise-wide ITFM practice, partnering across Technology, Finance, and the business to build a consistent approach while recognizing that different areas of the organization may mature at different speeds. The role will operate as a high-level individual contributor, leading through influence and a broad network of ITFM stewards and cross-functional partners.

You’ll have the opportunity toOwn and evolve our enterprise ITFM capability, establishing the governance, frameworks, standards, taxonomy, processes, and roadmap that enable greater transparency and financial stewardship of technology investments

Lead an enterprise ITFM steward community, creating alignment across a federated organization while helping business units adopt, mature, and continuously improve ITFM practices

Bridge Technology and Finance, partnering closely with FP&A, technology leaders, business teams, and other stakeholders to support planning, forecasting, cost management, reporting, and investment decisions

Turn complex financial and technology information into actionable insights, helping leaders better understand technology consumption, costs, trends, risks, and opportunities

Advance the maturity of the ITFM practice, applying relevant Technology Business Management (TBM) concepts and external practices while determining what makes sense for Principal Influence across organizational boundaries, building credibility with stakeholders who may have different priorities and driving alignment without direct authority

Champion continuous improvement, partnering with teams responsible for the technology and processes that enable ITFM to strengthen reporting, governance, transparency, and the overall stakeholder experience

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years.

Who You Are
10+ years of experience in IT Financial Management, IT Business Management, Technology Finance, Financial Planning & Analysis supporting IT, Technology Strategy, or equivalent demonstrated through a combination of work experience, military experience, or education

Demonstrated experience leading enterprise capabilities, governance frameworks, strategic programs, steward networks, or other complex initiatives across a highly matrixed organization

Strong knowledge of Technology Business Management (TBM), IT Financial Management (ITFM), technology cost management, budgeting, forecasting, and financial planning practices

Proven ability to operate at the intersection of Technology and Finance, translating between the two and building credibility with leaders across both functions

Ability to navigate complexity, ambiguity, and competing stakeholder priorities while influencing senior leaders and driving adoption without direct authority

Strategic approach with strong analytical, problem-solving, communication, facilitation, and relationship-management skills.

Experience leading organizational change and finding opportunities to improve processes, governance, transparency, and operational effectiveness

Skills That Will Help You…