Project Specialist - Technology Financial Management Platforms & AI

Posted Yesterday
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New York, NY, USA
In-Office
Senior level
Energy
The Role
Lead technology, data, analytics, and AI for Technology Financial Management: design Power BI reporting, manage ServiceNow/Oracle/Apptio platforms, build LLM and automation workflows, ensure data quality and governance, evaluate platforms, partner with finance and stakeholders, and manage a small team to drive modernization and delivery.
Summary Generated by Built In

The Technology Financial Management (TFM) Platforms & AI Project Specialist is a strategic technology leadership role responsible for the platforms, data, analytics, and AI automation that supports Enterprise Technology & Security (ETS) TFM in managing a multi-billion-dollar technology portfolio. Reporting to the Section Manager of TFM, this role oversees financial reporting platforms, AI workflows, ServiceNow cost management, Power BI dashboards, automation solutions, and enterprise data integrations across systems such as Oracle EBS and portfolio management tools like Apptio. The position designs and maintains complex financial and operational reporting, leads the development of agentic AI and automation capabilities to improve forecasting and reporting processes, and ensures data quality and governance across platforms. The role also supports broader ETS Business Operations initiatives, including the Value Realization Office, while driving future-state platform strategy, AI adoption, and team upskilling at the intersection of financial operations and modern technology engineering.

This position does not provide employment pursuant to the terms of a STEM OPT Training Plan.

ResponsibilitiesCore Responsibilities
  • Lead TFM technology, analytics, AI workflow architecture, and enterprise data integration strategy
  • Design and develop advanced financial dashboards and reporting using Power BI and related enterprise tools
  • Manage financial and cost management platforms, including ServiceNow SPM, Oracle EBS, and Apptio-type solutions
  • Build and maintain AI-driven and traditional automation workflows using LLM tools, Power Automate, SQL, and Python
  • Own enterprise cost and portfolio data models, including data quality governance, KPIs, and remediation processes
  • Evaluate and implement future TFM/TBM platforms through vendor assessments, business cases, and roadmap planning
  • Partner with financial analysts, portfolio leads, and business stakeholders to deliver technology-enabled financial solutions
  • Support VRO and ETS Business Operations with analytics, dashboards, automation, and platform services
  • Collaborate with Enterprise Architecture, Cybersecurity, Infrastructure, FP&A, and other teams on shared technology initiatives and standards
  • Lead and develop a small team through coaching, performance management, and effective work assignment to drive aligned execution and business outcomes
  • Drive modernization, knowledge transfer, sound decision-making, and inclusive, customer-focused operational practices
QualificationsRequired Education/Experience
  • Master's Degree and a minimum of 3 years of related full-time work experience or
  • Bachelor's Degree and a minimum of 5 years of related full-time work experience or
  • Associate's Degree and a minimum of 7 years of related full-time work experience
Preferred Education/Experience
  • Master's Degree in Computer Science, Information Systems, Data Analytics, Engineering, or Finance and a minimum of 5 years of related full-time work experience in supporting Technology Financial Management or enterprise technology portfolio operations in a large, complex organization
Relevant Work Experience
  • Experience with automation tools (Power Automate, SQL, Python, or similar), required
  • Experience with data integration, ETL, data modeling, and data quality management, required
  • Experience leading technology evaluations, platform implementations, or modernization initiatives, required
  • Strong leadership, collaboration, customer service, and stakeholder management skills, including a proven track record of working with business units, vendors, and partner teams, required
  • Advanced knowledge of MS Excel and proficiency in MS Office (Word, PowerPoint, Project), SharePoint, and Teams (including content management, taxonomy, security, and permissions), preferred
  • Experience with AI workflow development (Claude Code, Gemini, or other LLM-based agentic tooling), preferred
  • Experience with ServiceNow administration or Strategic Portfolio Management (SPM) module; financial systems (Oracle EBS / ePBCS, Apptio, or similar); Azure DevOps (ADO) for work tracking and testing; and familiarity with TBM (Technology Business Management) and ITFM (IT Financial Management) concepts, preferred
Skills and Abilities
  • Strong written and verbal communication skills
  • Demonstrated analytical skills
  • Demonstrated problem solving skills
  • Ability to lead/manage others
  • Well organized, detail oriented and flexible to handle multiple assignments
Licenses and Certifications
  • Driver's License Required
  • Other: TBM Council Foundation or Practitioner Certification Preferred
  • Other: FinOps Foundation Practitioner or Engineer Certification Preferred
  • Other: Microsoft Certified: Data Analyst Associate (Power BI) or equivalent Preferred
  • Other: Microsoft Certified: Azure Data Engineer Associate (DP-203) or equivalent Preferred
Physical Demands
  • Ability to push, pull, and lift up to 40 pounds
  • Sit or stand to use a keyboard, mouse, and computer for the duration of the workday
Additional Physical Demands
  • The selected candidate will be assigned a System Emergency Assignment (i.e., an emergency response role) and will be expected to work non-business hours during emergencies, which may include nights, weekends, and holidays.
  • The selected candidate will be assigned a System Emergency Assignment (i.e., an emergency response role) and will be expected to work non-business hours during emergencies, which may include nights, weekends, and holidays.
About Us

Mission Statement:


Consolidated Edison Company of New York, Inc. (Con Edison), Orange & Rockland Utilities (O&R), and Consolidated Edison Transmission (CET) employees are required to follow health, safety, and environmental policies, EEO, Standards of Business Conduct, and all other applicable company policy and procedures. We all share a responsibility to advance the company’s mission by excelling at our three corporate priorities – safety of our people and the public, operational excellence in all that we do, and ensuring the best possible customer experience.


Benefits:


We are dedicated to supporting the physical, mental, and financial health of our employees and their families. This commitment extends beyond the workplace to foster personal growth and holistic wellbeing. Our life-changing rewards package includes:


  • Rich medical & pharmacy benefits, including vision benefits
  • Dental benefits
  • Health Savings Accounts
  • Health Care and Dependent Care Flexible Spending Accounts
  • 401(k) with robust matching
  • Employer paid Pension Plan
  • Employee Stock Purchase Plan with a generous matching contribution
  • State of the art Employee Assistance Program
  • Paid Parental Leave
  • Generous paid time off plus paid holidays
  • Family support: emergency backup child, & elder care assistance
  • Social responsibility and volunteer opportunities
  • Employee discount program
  • Commuter Benefits
  • Culture of growth and learning: career development; tuition reimbursement; recognition program
  • Life and Long-Term Disability Benefits


*Please be aware that some benefits may not apply to provisional or part-time job titles.

About the Team

EEO Statement:

Consolidated Edison Company of New York, Inc. (Con Edison), Orange & Rockland Utilities (O&R), and Consolidated Edison Transmission (CET) are equal opportunity employers. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of the individual’s actual or perceived disability, protected veteran status, race, color, creed, religion, sex, age, national origin, gender, gender identity, gender expression, genetic information, marital status, sexual orientation, citizenship, domestic violence victim status, or any other actual or perceived status protected by law.

 

Technical Difficulty Statement:

For technical issues, please contact us at [email protected]


Skills Required

  • Master's degree + 3 years, Bachelor's + 5 years, or Associate's + 7 years of related full-time experience
  • Experience with automation tools (Power Automate, SQL, Python, or similar)
  • Experience with data integration, ETL, data modeling, and data quality management
  • Experience leading technology evaluations, platform implementations, or modernization initiatives
  • Design and develop advanced financial dashboards and reporting using Power BI and related enterprise tools
  • Strong leadership, collaboration, stakeholder management, customer service, communication, analytical and problem-solving skills; ability to lead/manage others
  • Driver's License
  • Advanced knowledge of MS Excel and proficiency in MS Office (Word, PowerPoint, Project), SharePoint, and Teams (content management, taxonomy, security, permissions)
  • Experience with AI workflow development (Claude Code, Gemini, or other LLM-based agentic tooling)
  • Experience with ServiceNow administration or Strategic Portfolio Management (SPM) module; financial systems (Oracle EBS / ePBCS, Apptio, or similar); Azure DevOps (ADO)
  • Familiarity with TBM (Technology Business Management) and ITFM (IT Financial Management) concepts
  • TBM Council Foundation or Practitioner Certification
  • FinOps Foundation Practitioner or Engineer Certification
  • Microsoft Certified: Data Analyst Associate (Power BI) or equivalent
  • Microsoft Certified: Azure Data Engineer Associate (DP-203) or equivalent
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The Company
HQ: New York, NY
7,742 Employees

What We Do

We provide power to more than 10 million people and businesses across NYC and Westchester. Reliability and accessibility are central to what we do and how we provide energy service. Leading the industry to power tomorrow is our other focus- we are committed to aggressively transitioning away from fossil fuels to a net-zero economy by 2050. To help achieve this we collaborate with customers, regulators, policymakers, engineers, and other stakeholders to ensure our clean energy future is informed by principles of affordability, equity, and environmental justice. We’re also heavily investing in new technologies and the infrastructure that can get us there. What are a few things we have achieved so far? • Since 2009, our energy efficiency programs have prevented 11 million metric tons of carbon emissions – the same amount it would take to power 1.4 million homes for a year • We’re currently the second largest producer of solar energy in North America • Recently, we’ve embarked on an 8-year project to make our systems more resilient in the face of extreme weather events

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