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AmTrust Financial Services, Inc. · Jersey City, New Jersey
This role will establish and operate a centralized governance capability to evaluate, prioritize, track, and report on capital projects and the use of IT capacity across the enterprise. Sitting within FP&A, the role will serve as the single point of coordination for business case intake, evaluation, portfolio tracking, and executive‑level governance.
The successful candidate will own the end‑to‑end operating rhythm: from business case development and challenge, through quarterly leadership readouts, to ongoing performance tracking and integration into the annual planning and budgeting cycle.
This role does not require a traditional finance background; however, the individual must be fluent in core financial concepts and comfortable facilitating decision‑making with senior business, functional, and technology leaders.
Governance
Stand up and run a centralized governance framework for capital projects and IT capacity usage.
Define and document intake processes, evaluation criteria, approval workflows, and reporting standards.
Ensure alignment across FP&A, IT, and business stakeholders on governance expectations and decision rights.
Business Case Intake, Review & Challenge
Act as the central owner of all capital and IT‑related business case submissions.
Partner with stakeholders across business units and functions to develop, refine, and pressure‑test business cases, including scope, benefits, costs, risks, and timing.
Challenge assumptions, identify gaps, and ensure consistency, comparability, and clarity across all submissions.
Ensure business cases clearly articulate value drivers (financial and non‑financial), trade‑offs, and interdependencies.
Stakeholder Engagement & Facilitation
Proactively engage senior leaders across the business, functions, and IT to understand strategic priorities and upcoming investment needs.
Serve as a neutral facilitator, balancing competing priorities while maintaining objectivity and governance discipline.
Translate complex inputs into clear, decision‑ready narratives tailored to executive audiences.
Executive Reporting & Decision Support
New project submissions and recommendations
Status of approved and in‑flight projects
Capacity utilization and constraints
Key financial and delivery metrics, risks, and issues
Support leadership decision‑making by synthesizing data into concise insights, scenarios, and recommendations.
Portfolio Tracking & Performance Management
Own the ongoing tracking of approved projects, including spend, benefits realization, timelines, and delivery status.
Work with project teams and stakeholders to collect actuals and performance metrics across the portfolio.
Identify variances versus business case assumptions and escalate risks or deviations where appropriate.
Continuously improve tracking processes to balance rigor with practicality as the portfolio scales.
Planning & Budgeting Integration
Embed capital and IT investment governance into the broader annual planning and budgeting cycle.
Ensure approved projects, future pipeline, and capacity constraints are accurately reflected in financial plans.
Partner with FP&A colleagues to align governance outputs with forecasts, outlooks, and long‑range plans.
Qualifications
Program or portfolio management
Strategy, transformation, or enterprise PMO
Corporate planning, investment governance, or business operations
Demonstrated experience working across multiple functions (e.g., business, finance, IT, operations) in a complex organization.
Proven ability to operate with senior‑level stakeholders and influence without direct authority.
Financial & Analytical Capability
Cash vs. P&L impacts
Capital vs. operating expenditure
NPV, ROI, payback, and value drivers
Experience reviewing, challenging, or building business cases; hands‑on financial modeling is a plus but not required.
Highly organized, with the ability to manage multiple workstreams, deadlines, and stakeholders concurrently.
Strong written and verbal communication skills; able to synthesize large volumes of information into clear executive‑level materials.
Comfortable operating in ambiguity and building structures from the ground up.
Naturally inquisitive with a bias toward constructive challenge and continuous improvement.
Strong judgment and discretion when handling sensitive commercial and strategic information.
Details
| Company | AmTrust Financial Services, Inc. |
| Location | Jersey City, New Jersey |
| Type | FULL TIME |
| Niche | Full-time |