Job Summary

Provide comprehensive financial planning and analysis by evaluating and reviewing expenditure budgets. Provides recommendations on spending levels to the appropriate budget categories.  Initiates, coordinates, and leads efforts to develop the annual operating budget and monthly/quarterly reporting.  Coordinates with department staff to develop budget submissions in accordance with the annual budget guidelines.  Reviews, monitors, and analyzes budgetary requests and monitors and evaluates compliance with budgetary restrictions. Develop an Allocation Model of IT expenses that would represent what Business Units would pay if expenses were charged back.  Position also works with vendors to understand pricing models and tracks contract renewals. 

The IT Planning Manager directs the development of Information and Technology strategies and aligns with corporate strategies for both the mid-term plan as well as the yearly budget. Engages in a highly collaborative and ongoing Information and Technology planning process.

Minimum Qualifications

• Bachelor's Degree and 5 Years of job-related experience required.
• Business and financial expertise
• Time-management skills
• Analytical & problem solving skills
• SAP FI & Project management knowledge

Job Duties

• Strategic Planning- Direct the development of a perpetual 5 years Information and Technology strategic plan for all major information systems and initiatives to ensure consistency with the MTP strategies, including environment, capital and operating expense spending requirements and financial opportunities. Research top trends in technology, how other companies are leveraging technology and determine best technology prospects in CITGO’s business environment.
• Budgeting- Manage, direct, and develop the budgeting process for the Information Technology. Work with managers of each of the technical disciplines to build budgets that satisfy the reporting needs of the department and meet corporate reporting standards.  Analyze and track actual spending versus plan to guide management planning.  Prepare quarterly reports for Management that reflects our position throughout the year. Manage and direct an allocation/show back model.  Collaborate with all IT department managers to evaluate the cost of their areas to determine what percent will be allocated to the business units. Manage and control the development of Information Technology Authorizations for Expenditure (AFE) and Competitive Bid Exception (CBE).  Coordinate with Corporate Procurement to develop CBEs.  Monitor contractor costs, analyze the vendor charges vs. contracts, and ensure proper accounting treatment.   Ensure appropriate financial treatment for tax, capitalization, and performance reporting.

Job Duties II

• IT Project Management Office- Manage the Information Technology Project Management Office (PMO) to ensure projects are being properly developed and evaluated.  Develop reporting for the portfolio of projects and be prepared to present project portfolio and status for major projects to management on a periodic basis
• Project Compliance - Consult IT management to ensure that all financial policies and procedures are followed.  Screen the processing of CAPEX and OPEX to insure accurate accounting classification.  Provide a point of contact for the Audit department as related to audits and IT financial controls.
• Contracts & Vendor Management- Collaborate with IT management on vendor pricing models and coordinate when contracts are to be renewed
• Reporting and Metrics- Provide reporting and metrics to track the performance and effectiveness of IT initiatives.
• Governance, Risk and Compliance- Ensure that IT adheres to relevant laws, regulations, policies, and procedures.  Identify potential risks and develop plans to mitigate them