Software Guidance & Assistance, Inc. (SGA) is searching for a Senior Technology Finance & TBM Manager for a CONTRACT assignment with one of our premier Financial Services clients in Dallas, TX .
The role will initially allow remote work; however, beginning January 2027, onsite presence in Dallas 4 days per week will be required with no flexibility on the onsite expectation .
This highly visible, hands-on role will support Technology Finance and Technology Business Management within a large Global Banking & Markets technology organization. The successful candidate will bring significant banking technology finance experience and deep knowledge of technology cost allocations, Apptio, project portfolio management, and IT financial management .
This is not a strategy-only or executive oversight position. The individual must be comfortable working directly with financial data, allocation methodologies, reporting, portfolio information, and technology stakeholders.
Responsibilities
- Execute and manage technology cost allocation methodologies, including allocation of costs from Technology and other non-revenue-generating functions to revenue-generating business lines.
- Support Technology Business Management capabilities including cost transparency, Bill of IT, cost allocation, TCO, unit costing, and financial analytics.
- Utilize Apptio to support technology financial management, allocation analysis, reporting, and related business processes.
- Perform detailed financial data validation, reconciliation, variance analysis, and management reporting.
- Support project portfolio management processes, including financial and portfolio analysis utilizing CA PPM / Clarity and related tools.
- Analyze technology spending, cost drivers, consumption patterns, and financial performance.
- Develop and maintain management reporting, dashboards, KPIs, and financial analysis for Technology and Finance leadership.
- Partner with Technology Finance, Business Management, Enterprise Data, Architecture, and other stakeholders.
- Validate cost models, allocation logic, financial data, service taxonomies, and reporting outputs.
- Support TCO and unit-cost analysis across applications, services, and technology platforms.
- Identify opportunities to improve financial processes, controls, reporting, and automation.
- Maintain strong data quality, governance, reconciliation, and financial-control standards.
Required Skills
- 10+ years of experience in Technology Finance, IT Financial Management, Technology Business Management (TBM), financial management, or related disciplines .
- Prior Technology Finance / IT Financial Management experience within a bank is required.
- Deep, hands-on experience with technology cost allocations , including allocating costs from non-revenue-generating technology/corporate functions to revenue-generating business lines.
- Hands-on experience with Apptio , including technology financial reporting, allocation-related processes, and analysis.
- Experience with Project Portfolio Management (PPM) processes and tools.
- Strong understanding of technology budgeting, cost drivers, cost transparency, TCO, and financial reporting.
- Strong financial data analysis, reconciliation, variance analysis, and reporting experience.
- Ability to work hands-on and independently rather than functioning solely in an executive/oversight capacity.
- Experience working across Technology, Finance, Business Management, and Data organizations in a large, complex banking environment.
- Must be able to work onsite in Dallas 4-5 days per week beginning January 2027 .
Preferred Skills
- Experience with a large global, investment, commercial, or Canadian bank .
- CA PPM / Clarity experience.
- Bachelor's degree in Accounting or Finance.
- CPA designation.
- TBM Council certification.
- Experience with Power BI, ServiceNow, PeopleSoft, and enterprise reporting tools.
- FinOps certification.
- MBA or Master's degree.
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SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at .
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SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company to request an accommodation or assistance regarding our policy.
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