Principal, Capital Planning & Portfolio Lead, Infrastructure Services

Northern Trust
Pune, Bengaluru
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 15+ yearsEducation: bachelorsSkills: ["Strategic financial planning","Executive communication","Business partnership","Financial analysis","Leadership"]

Oversee end-to-end technology portfolio planning, forecasting, governance, optimization, and financial management across infrastructure, cloud, applications, cybersecurity, data platforms, and enterprise technology services. Partner with technology, finance, vendor management, procurement, and business stakeholders to manage CapEx and OpEx, build investment roadmaps and financial models, drive FinOps cost optimization (Azure/AWS/Google Cloud), and deliver executive dashboards, KPI frameworks, and variance/risk reporting.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Northern Trust
Northern Trust
1 day ago

Principal, Capital Planning & Portfolio Lead, Infrastructure Services

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live

Job Summary

Oversee end-to-end technology portfolio planning, forecasting, governance, optimization, and financial management across infrastructure, cloud, applications, cybersecurity, data platforms, and enterprise technology services. Partner with technology, finance, vendor management, procurement, and business stakeholders to manage CapEx and OpEx, build investment roadmaps and financial models, drive FinOps cost optimization (Azure/AWS/Google Cloud), and deliver executive dashboards, KPI frameworks, and variance/risk reporting.
Location: Pune, Bengaluru
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Sr. Manager level

Key Responsibilities

  • •Own and manage the end-to-end technology financial portfolio across infrastructure, cloud, applications, cybersecurity, data platforms, and enterprise technology services.
  • •Lead annual budget planning, quarterly forecasting, monthly financial reviews, and multi-year strategic financial planning; develop investment roadmaps and financial models.
  • •Establish CapEx and OpEx governance, monitor performance vs. budgets/forecasts, and deliver variance analysis, trend reporting, risk assessments, and remediation plans.
  • •Drive cloud and infrastructure financial optimization (FinOps), including reserved instances, licensing utilization, and cost reduction while maintaining service quality and resilience.
  • •Facilitate investment prioritization, build executive dashboards and KPI frameworks, and modernize portfolio management via automation and analytics using tools and data-driven reporting.

Key Requirements

  • •Bachelor’s degree in Finance, Accounting, Computer Science, Information Technology, Engineering, or a related field.
  • •15+ years of experience in technology portfolio management, technology finance, strategic planning, PMO leadership, or technology operations.
  • •5+ years managing large-scale technology budgets and investment portfolios exceeding $50M+ annually.
  • •Strong experience managing both CapEx and OpEx within enterprise technology organizations.
  • •Advanced skills in financial modeling, forecasting, budgeting, and business case development.
Experience:15+ years
Education:Bachelor's
Skills:Strategic financial planningExecutive communicationBusiness partnershipFinancial analysisLeadership
Certifications:MBACFACPAPMPPgMP
Tech Stack:AzureAWSGoogle CloudFinOpsApptioServiceNowPower BITableauAnaplanMS ExcelServiceNow SPM/ITBMData Center / ColoNetworkStorageComputeDBSaaSPaaSLicensing ModelsSoftware Asset Management

Company Brief

Northern Trust
Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.
Industry: Asset Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Chicago, United States
Founded: 1889
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn