Technology Financial Portfolio Manager

About the job

Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Technology Financial Portfolio Manager in Charlotte, NC (Hybrid).

Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package! Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

We are seeking a Technical Business Systems Consultant to lead Technical Portfolio Management for our infrastructure organization. In this role, you will own the end-to-end Statement of Work (SOW) process, drive capacity planning and intake, and manage infrastructure vendor budgets and forecasting. You will act as a key liaison between the manager's team and executive stakeholders, translating complex technical and financial data into clear, decision-ready materials.

Key Responsibilities

• Manage the full Statement of Work (SOW) lifecycle for infrastructure and infrastructure vendors, including scoping, budgeting, and tracking time against SOW commitments.
• Lead Technical Portfolio Management activities, including capacity planning, intake calls, and change management across the portfolio.
• Maintain and reconcile time tracking within the Jira time system to ensure accurate resource allocation and reporting.
• Support budget and forecast planning, providing visibility into spend, pipeline, and variance for infrastructure initiatives.
• Prepare executive-level deliverables, including PowerPoint presentations and SharePoint sites, to communicate portfolio status, forecasts, and decisions.
• Partner effectively with the manager's team and other executives, demonstrating the confidence and "backbone" to challenge assumptions, raise risks, and drive alignment.

Required Qualifications

• Strong experience in portfolio/program management within an infrastructure or IT organization.
• Proven ability to manage SOWs, vendor relationships, and infrastructure budgets.
• Experience with capacity planning, intake processes, and change management.
• Hands-on proficiency with Jira (including time tracking) and financial forecasting tools.
• Excellent executive presentation skills with advanced PowerPoint and SharePoint expertise.
• Demonstrated ability to influence and communicate with senior leadership and cross-functional teams.

Preferred Qualifications

• Background in infrastructure or technology vendor management.
• Experience with enterprise portfolio management (PPM) tools and processes.