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Senior Finance Manager, Investment Portfolio & ECIF Yield
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What they do
A Financial Manager directs and plans the financial activities of a company or organization. Prepares financial statements and business activity and forecasting reports; supervises accounting and preparation of financial reports; advises management with regard to finance decisions.
$168,591 / year median in Washington
+14% projected growth
Job Description
Build trust to establish the foundation for sustainable growth from a customer and shareholder perspective. Partner with Investment Strategy and Portfolio Management Lead to translate portfolio performance and stakeholder inputs into actionable insights and leadership-ready recommendations. Own ECIF Yield reporting and execution rhythms, including performance reviews, ROI monitoring, pipeline coverage, executive narratives, and action follow-through. Identify investment risks, opportunities, and performance gaps across Areas, segments, accounts and products, recommending actions to improve investment effectiveness and business outcomes. Drive cross-functional execution with Deal Economics, Deal Desk, CSU, Area Finance, program teams, and analytics partners to strengthen investment accountability and approval-to-yield performance. Support ECIF governance processes, including exception management, fiscal-year rollover, consumption-plan quality, ROI accountability, and post-approval execution monitoring. Lead the adoption of AI-enabled solutions that provide proactive guidance, apply consistent decision principles, surface investment risks, and simplify stakeholder interactions across the investment lifecycle. Identify and implement opportunities to simplify processes, automate workflows, and improve reporting, governance, and stakeholder experiences, reducing operational burden while increasing investment accountability and portfolio visibility. Partner with Finance, Engineering, and Analytics teams to define business and reporting requirements, KPI definitions, business logic, data-validation standards, and user acceptance testing, while developing automated insights, agent-assisted workflows, self-service capabilities, and scalable reporting solutions that improve decision quality, transparency, and execution efficiency. Support the evolution and expansion of Yield frameworks across Copilot and other investment programs, connecting investment allocation with revenue, usage, and execution outcomes. Orchestrate recurring operating rhythms, stakeholder communications, office hours, and execution milestones, ensuring clear ownership, timely delivery, and consistent follow-through. Effectively manage multiple high-impact deliverables and stakeholders under tight timelines, collaborating and influencing across organizations without direct authority. Master's Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 2+ years experience in financial analysis, accounting, controllership or finance, or related field OR Bachelor's Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 4+ years experience in financial analysis, accounting, controllership or finance, or related field OR equivalent experience. This role follows a hybrid work model and is based in Redmond, Washington OR Atlanta, Georgia. Employees are expected to work on-site in Redmond OR Atlanta on a regular, recurring basis in alignment with business and team needs. Masters Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 6+ years of post-graduate financial analysis, accounting, controllership, or finance work experience OR Bachelor's degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 8+ years of post-graduate financial analysis, accounting, controllership or finance work experience OR equivalent experience. 1+ year(s) experience in multinationals with multi-product/multi-segment finance roles. 1+ year(s) work experience in matrix-based organization. 1+ year(s) work experience in the technology or software industry. This position involves a considerable amount of exposure to executive and senior management and requires the ability to communicate ideas and analysis effectively, thereby influencing business decisions, so executive maturity, business acumen and presentation and communication skills need to be your strengths.