Senior Lead, Technology Strategy & Planning

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Job Description

This role serves as a strategic advisor to Technology leadership, helping shape how the organization plans, invests, and optimizes technology spend across people, platforms, infrastructure, and vendors. Partnering closely with Technology, Finance, and Procurement leaders, you will drive forecasting, resource planning, cost optimization, and executive decision-making for a large and complex technology organization. This role sits at the intersection of strategy, finance, and operations, combining rigorous analysis with executive influence.

This is a highly visible role for someone who thrives in ambiguity, enjoys solving complex business problems, and can translate large volumes of financial and operational data into actionable recommendations for senior leadership.

What You'll Do

Technology Strategy, Planning & Governance

• Partner with Technology leadership to develop strategic plans, investment strategies, and operating models that support business objectives.
• Provide analytical support for strategic initiatives, organizational planning, and executive decision-making.
• Evaluate business cases, investment opportunities, and trade-offs across technology portfolios.
• Serve as a trusted thought partner to senior leaders on planning, prioritization, and resource allocation decisions.

Financial Planning & Forecasting

• Own the financial planning and forecasting process for the Technology organization, including monthly, quarterly, annual, and multi-year planning cycles.
• Develop and maintain financial models covering operating expenses, capital investments, headcount, vendor spend, and strategic initiatives.
• Partner with Finance and Technology leaders to analyze variances, identify risks and opportunities, and recommend corrective actions.
• Support budget development and long-range planning activities.

Technology Cost Optimization & Investment Management

• Identify opportunities to reduce costs and optimize technology investments across infrastructure, cloud, software, vendors, and workforce spending.
• Analyze technology spending trends and develop recommendations that improve efficiency while supporting strategic priorities.
• Build business cases and financial analyses to support investment decisions.
• Partner with Procurement and Technology leadership to evaluate vendor strategies, contract renewals, and sourcing opportunities.

Capacity & Resource Planning

• Develop frameworks that align technology demand with available resources, including employees, contractors, and strategic partners.
• Model various staffing, funding, and investment scenarios to support leadership decision-making.
• Translate workforce and infrastructure plans into financial impacts and business outcomes.
• Surface risks, dependencies, and trade-offs associated with changing priorities.

Data Integration & Executive Insights

• Integrate financial, operational, workforce, and vendor data from multiple enterprise systems to create a consistent view of technology performance.
• Establish reporting standards, metrics, dashboards, and KPIs that support executive decision-making.
• Develop executive-ready presentations and materials for senior Technology and Finance leadership.
• Translate complex analyses into concise recommendations with clear business impact.

What You'll Bring

• 8+ years of experience in FP&A, Technology Finance, Technology Business Management (TBM), Technology Strategy, Business Operations, or Management Consulting.
• Experience supporting large technology organizations, CIO/CTO functions, or technology operations teams.
• Strong financial planning, forecasting, modeling, and analytical skills.
• Ability to translate complex analyses into clear recommendations for senior leaders.
• Experience with executive reporting, dashboards, and presentations.
• Advanced Excel and PowerPoint skills; experience with Power BI, Tableau, Anaplan, SAP, Oracle, or similar tools preferred.
• Bachelor's degree in Finance, Business, Economics, Engineering, or a related field.

Bonus if you have

• Technology Business Management (TBM), FinOps, or IT Financial Management experience.
• Technology vendor management, sourcing, or procurement experience.
• Consulting experience supporting technology organizations.
• MBA, CPA, CFA, or similar advanced credential.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.

EEOC Statement

FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here

For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.

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