Tbm Planning Manager/senior Manager

HUB International

Base: $130,000 to $160,000; bonus/equity: eligible...
7-12 years it finance experience
$150m+ technology portfolio management
Apptio or tbm framework expertise
This role serves as the finance leader supporting a $200M+ technology portfolio, owning consolidated budgeting, forecasting, and financial performance across multiple technology domains

Job Summary

  • This role serves as the finance leader supporting a $200M+ technology portfolio, owning consolidated budgeting, forecasting, and financial performance across multiple technology domains.
  • The ideal candidate will possess deep expertise in IT financial planning, financial reporting consolidation, and executive-level financial storytelling combined with a proven ability to lead and develop finance talent.
  • HUB International offers comprehensive benefit packages including health/dental/vision/life/disability insurance, FSA, HSA, 401(k) accounts, paid-time-off benefits, and eligible bonuses.

Matching Summary

This role serves as the finance leader supporting a $200M+ technology portfolio, owning consolidated budgeting, forecasting, and financial performance across multiple technology domains.

Salary

Base: $130,000 to $160,000; Bonus/Equity: Eligible bonuses and equity for some positions; Benefits: Comprehensive health, dental, vision, life, disability, FSA, HSA, 401(k), PTO

Skills & Requirements

Must-have

  • 7-12 years IT Finance experience
  • $150M+ technology portfolio management
  • Apptio or TBM framework expertise
  • SAP or Oracle ERP system knowledge
  • Executive financial storytelling skills

Nice-to-have

  • MBA or CPA certification preferred
  • TBM Certified Professional credential
  • Experience with M&A financial integration
  • Strong coaching and mentorship abilities
  • Innovation and continuous improvement mindset

Key Requirements

  • Bachelor's degree in finance or accounting
  • 3-5+ years leadership experience
  • Advanced Excel and financial modeling skills
  • Proven experience leading financial planning cycles

Work Rights

Not specified

Tailored Resume

Cover Letter