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