Manager, Finance Technology Portfolio
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Role details
Tech stack
Job description
Leads the Digital Finance technology portfolio by connecting Finance strategy, new demand, portfolio prioritization, program delivery, organizational readiness, adoption, and value realization. Provides portfolio-wide visibility, governance, coordination, and delivery enablement across Finance-led technology, data, artificial intelligence, analytics, and transformation initiatives while Program and Project Managers retain accountability for day-to-day execution.
What You Will Do:
- Lead strategic digital programs that support enterprise business priorities and transformation objectives.
- Lead issue resolution, escalation management, and continuous improvement initiatives.
- Manage all aspects of program execution to ensure successful delivery within established timelines, quality standards, and business objectives.
- Develop program roadmaps, governance frameworks, communication plans, and success metrics.
- Plan and monitor program development activities while identifying and mitigating program risks.
- Coordinate cross-functional teams across technology, product, engineering, operations, and business organizations.
- Establish and improve program management standards, processes, and governance practices.
- Influence organizational decisions and drive collaboration across multiple stakeholder groups.
What You Have:
- Decision Making and Critical Thinking: Analyzes assumptions, alternatives, dependencies, constraints, and impacts; prepares evidence-based recommendations; selects consultative, consensus, or directive approaches appropriate to the decision.
- Organizational Leadership: Translates vision into portfolio priorities; sets clear roles and standards; coaches and motivates direct reports; builds alignment across leaders, business owners, technology teams, and partners.
- Portfolio and Program Management: Plans, organizes, monitors, and governs a portfolio of related and independent initiatives; manages health, interdependencies, capacity, reporting, and escalation while enabling accountable program execution.
- Finance Transformation Management: Connects strategy, technology, process, data, controls, readiness, adoption, and value realization; institutionalizes repeatable mechanisms and lessons learned.
- Change and Transition Control: Ensures changes and transitions are assessed, approved, sequenced, documented, communicated, implemented, and handed off with clear contingency and support plans.
- Risk, Issue, and Problem Management: Identifies recurring and systemic risks, leads root-cause and trend analysis, evaluates alternatives, escalates appropriately, and verifies closure and learning.
- Data, AI, and Analytics Fluency: Understands how trusted data, MDM, data quality, analytics, and AI dependencies affect Finance solutions, governance, adoption, and value.
Requirements
- Extensive experience leading complex portfolios, programs, or transformations involving multiple workstreams, stakeholders, technologies, and delivery methods.
- Demonstrated knowledge of Finance transformation, Finance processes, enterprise platforms, data and analytics, and the relationship between technology delivery and business outcomes.
- Working knowledge of SDLC, DevOps, IT operations, release and environment management, production transition, support readiness, and problem management.
Benefits & conditions
Subject to plan eligibility, terms, and guidelines. This is a summary list of benefits.
- Medical, dental, and vision benefits*
- Paid time off plan (Vacation, Holidays, Volunteer, etc.)*
- 401(k) savings plans*
- Health Savings Account (HSA)*
- Flexible Spending Accounts (FSAs)*
- Health Lifestyle Programs*
- Employee Assistance Program*
- Voluntary Benefits and Employee Discounts*
- Career Development*
- Incentive bonus*
- Disability benefits
- Life Insurance
- Parental leave
- Adoption benefits
- Tuition Reimbursement
- These benefits also apply to part-time employees
This position requires working onsite five days a week.
About the company
Your Work Shapes the World at Caterpillar Inc.
When you join Caterpillar, you’re joining a global team who cares not just about the work we do - but also about each other. We are the makers, problem solvers, and future world builders who are creating stronger, more sustainable communities. We don’t just talk about progress and innovation here - we make it happen, with our customers, where we work and live. Together, we are building a better world, so we can all enjoy living in it., There’s more to work at Caterpillar than just the work itself. We hire smart, friendly people and it shows in our culture. We hold ourselves to high standards and make sure our values of integrity, excellence, teamwork, commitment and sustainability come to life in the way we work. We make sure our employees feel continuously challenged while also supported. We provide professional growth opportunities, including leadership programs. We celebrate the diversity of our team, while also working together as one Caterpillar.
Our culture, like everything at our company, is made possible by each employee’s contribution. Person by person, we create the environment we work in, and we are proud of the Caterpillar we’ve built.
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