# IT Finance and Planning Lead
**Company:** Solventum

## About the Role

This role partners with IT and business leaders to improve financial transparency, support investment decisions, and strengthen operational effectiveness across the technology portfolio. It is focused on connecting financial planning with strategic roadmaps and funding priorities.

The position owns planning and performance management across IT, including budgets, forecasts, annual operating plans, and long-range financial plans. It also supports portfolio, program, and project leaders with expense planning, resource forecasting, benefits realization, and financial governance.

In addition, the role works closely with Finance, Procurement, IT, and business stakeholders on vendor financial activity, reporting, controls, and compliance. The position is hybrid-eligible, requires no travel, and relocation assistance is not authorized.

## Key Responsibilities

– Lead IT budgets, forecasts, annual operating plans, and long-range financial plans.
– Manage monthly financial reporting, variance analysis, executive dashboards, and risk assessments.
– Support investment decisions through business cases, total cost of ownership analysis, ROI evaluation, and funding alternatives.
– Partner with portfolio, program, and project leaders on capital and operating expense planning, resource forecasting, benefits realization, and governance.
– Monitor IT spending trends, cost drivers, financial risks, and optimization opportunities.
– Oversee vendor and contract financial activities, including budget tracking, purchase commitments, invoice validation, accruals, consumption analysis, and forecast accuracy.
– Improve financial management processes, controls, reporting, and planning through standardization, automation, enhanced analytics, and best practices.
– Prepare executive-ready presentations, financial insights, and scenario analyses for prioritization and planning decisions.

## Required Skills

– Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or Information Systems.
– 7+ years of experience in financial planning and analysis, budgeting, forecasting, accounting, portfolio financial management, or similar finance roles supporting complex technology or business organizations.
– Strong expertise in annual planning, forecasting, financial modeling, variance analysis, management reporting, and investment evaluation.
– Experience supporting technology organizations, IT portfolios, digital transformation programs, or enterprise project investments.
– Strong understanding of capital vs. operating expense accounting, project financial management, budgeting controls, and financial governance practices.
– Advanced proficiency in Microsoft Excel, financial planning tools, ERP platforms, and data analysis techniques.
– Ability to analyze complex financial information, identify trends and risks, and translate findings into clear business insights and recommendations.
– Strong collaboration, communication, and stakeholder management skills with the ability to influence Finance, IT, Procurement, and business leadership.
– Experience developing executive-level dashboards, financial presentations, and decision-support materials.
– Continuous improvement mindset with experience driving process optimization, automation, and reporting enhancements.
– Must be legally authorized to work in the country of employment without sponsorship for employment visa status.

## Preferred Skills

– MBA, CPA, CMA, CFA, or similar professional qualification.
– Experience with Power BI, Tableau, Alteryx, or other analytics and visualization tools.
– Knowledge of IT portfolio management, resource planning, project accounting, and benefits realization frameworks.
– Experience supporting large-scale ERP, cloud, infrastructure, cybersecurity, or digital transformation programs.
– Understanding of software licensing, vendor financial governance, contract financial management, and technology investment lifecycle management.
– Experience managing financial planning processes within a global, matrixed organization.
– Strong business partnering and consulting skills with demonstrated ability to influence strategic investment and funding decisions.

## Cloud Platforms & Technologies

– **Financial Planning Tools:** Financial planning tools
– **ERP Platforms:** SAP, Oracle, Workday
– **Analytics & Visualization:** Power BI, Tableau, Alteryx
– **Productivity & Analysis:** Microsoft Excel

## FinOps Responsibilities

– Lead budgeting, forecasting, annual operating plans, and long-range planning for the IT portfolio.
– Own monthly reporting, variance analysis, executive dashboards, and financial risk assessment.
– Evaluate business cases, total cost of ownership, ROI, and funding alternatives for technology initiatives.
– Track IT spend, cost drivers, vendor commitments, invoices, accruals, and consumption to improve forecast accuracy and cost transparency.
– Support capital and operating expense planning, resource forecasting, benefits realization, and financial governance.
– Improve planning and reporting through standardization, automation, enhanced analytics, and best practices.

## Useful Links

– Applicant Privacy Policy: https://www.solventum.com/en-us/home/legal/website-privacy-statement/applicant-privacy/

## Why You Might Be Interested

This role offers ownership of IT financial planning, reporting, and investment analysis across a technology portfolio. It also provides regular interaction with Finance, Procurement, IT, and business leaders, including executive-level decision support. The work combines governance, vendor financial management, and process improvement with strategic planning. It may appeal to candidates who enjoy turning complex financial data into practical recommendations.