Head of Finance, IT

Information Technology Dallas, Texas


Summary of Responsibilities:

The Head of Finance IT will: initiate, lead and provide representation from and to the line of business on full IT financials, lead highly critical task forces and teams aimed at addressing key challenges and improving consumer or line of business performance; build strong and effective working relationships with US IT and line of business leadership teams and affiliate partners overseeing strategic initiatives and solutions; and drive and motivate change management disciplines. S/he collaborates with senior management to develop and deliver on key strategic/complex initiatives relative to IT plans and process improvement initiatives. The incumbent also oversees key projects as delegated by the Head of Technology and provides change management leadership across the IT landscape, engaging key stakeholders and building consensus related to key projects and high-level strategic initiatives. S/he develops and implements controls and attestation processes for procedures, standards and process inventory and also develops presentations, dashboards, reports, and other communications and documentation and performs other chief of staff responsibilities. Strong business acumen and executive presence is essential. All job duties are performed in compliance with applicable laws and regulations.

Essential Functions:

  • Drives the technology budgeting and planning process with each technology department, and supports Finance’s overall process, working collaboratively with Finance to achieve all financial and cost control objectives
  • Designs the monthly reporting package delivered to Technology management, and executes the reporting and metrics with Finance, Capturing and analyzing data to support proper capitalization and cost allocation
  • Leads the use of the Project Accounting process and tool (Insight) to capture costs by activities/projects, govern time recording, and support reporting/forecasting/accrual processes
  • Implements and control a weekly cost approval process with the CTO and senior Technology management
  • Leads the reporting and response to Santander Group Technology requests and provides support documents with Santander US and entity information
  • Oversees special projects related to cost efficiency actions, what-if analysis, and cross-entity cost leverage and communicates and conducts cost reviews / briefings with senior management
  • Oversees key projects as delegated by business and Chief Technology Officer
  • Provides change management leadership across the IT landscape engaging key stakeholders and building consensus related to key projects and high-level strategic initiatives
  • Builds consensus with executive management achieving desired results
  • Builds strong and effective working relations with US IT overseeing strategic initiatives and solutions
  • Acts as a change agent to drive and motivate change management disciplines
  • Collaborates with senior management to develop and deliver on key strategic/complex initiatives relative to IT plans and process improvement initiatives
  • Demonstrated success in leadership role and vision. Flexible and has a wide range of expertise
  • Knowledge of banking regulatory environment (e.g. FRB, OCC, CFPB, FDIC, etc.) and Governance Requirements for Technology & Operations
  • Strategic thinking, paired with a track record of strong tactical execution in a leadership role

Other Functions:

  • Other duties as assigned.

Supervisory Responsibilities:

Manages subordinate managers and professional staff. Is responsible for the strategic guidance, development and evaluation of employees. Carries out supervisory responsibilities in accordance with Santander’s policies and applicable laws.


  • Education -
    • Bachelor's Degree: Business Administration, Accounting, Economics, Statistics, Finance, Computer Science, Engineering or equivalent field.
    • or equivalent work experience
    • Master's Degree: Business Administration, Accounting, Economics, Statistics, or equivalent field.
  • Experience -
    • 12-15 years in a senior management role with demonstrated experience in change management; organizational design & IT strategy
    • PMP and PgMP certification preferred
  • Skills & Abilities -
    • Solid technology business operations expertise & program management skills
    • Experienced in leading change management and complex strategic initiatives
    • Possesses an in-depth understanding of IT financial practices
    • Proven history of working across business lines to gain consensus and drive results while mitigating risk and exposure
    • Skilled in organizational development, strategic planning and implementation
    • Strong communication and leadership skills; possesses an in-depth knowledge of IT to implement change
    • Collaborative and works effectively with partners to provide seamless service to our internal clients and external customers
    • Demonstrated financial modeling knowledge and skills with strong analytical, qualitative, and problem-solving skills.
    • Strong experience in and knowledge of planning and analysis.
    • Demonstrated leadership skills
    • Ability to adapt and adjust to multiple demands and competing priorities.
    • Ability to effectively communicate complex financial transactions and strategies. .
    • Ability to effectively communicate with the market, executive management and vendors.
    • Ability to convey a sense of urgency and drive issues/projects to closure.
    • Detail oriented with ability to research, organize and analyze financial data.
    • Excellent verbal and written communication skills.
    • Excellent interpersonal skills with ability to build relationships at all levels of management.
    • Excellent PC skills to include Excel, Word, and Access.
    • Self-directed, self-motivated and demonstrated experience providing ideas and solutions to further business understanding.
    • Ability to develop moderately complex financial and operational models using spreadsheets and database software.
    • Ability to listen and interpret the requirements of internal clients, plan accordingly, and exceed expectations.


  • Collaboration - Conflict Management:
    • Expert - Setting Strategic Direction
      • Brings key players together to solve conflicts and prevent them from recurring in the future
      • Identifies sources of conflict and manages these to reduce impact

  • Execution - Excellence:
    • Expert - Setting Strategic Direction
      • Clarifies purpose of work objectives and provides context for others
      • Promotes the importance of how and why objectives and other work outcomes are achieved in addition to what is achieved

  • Change Orientation - Innovation:
    • Advanced - Leading and Guiding
      • Pushes for "a better way” of doing things and encourages others to challenge “old” thinking
      • Translates broad innovative ideas into workable solutions

  • Customer Focus - Customer Satisfaction:
    • Advanced - Leading and Guiding
      • Looks for creative approaches to providing or improving services that may increase efficiency and decrease cost
      • Applies customer feedback toward improving and innovating services

  • Influence - Information Sharing:
    • Advanced - Leading and Guiding
      • Ensures people receive the information they require, and brings the team together to share information

  • Problem Solving - Resourcefulness:
    • Advanced - Leading and Guiding
      • Ensures required resources and skills are in place to maintain smooth day-to-day operations and tackle arising problems

  • Risk Business Acumen - Product Knowledge:
    • Advanced - Leading and Guiding
      • Applies detailed knowledge of the organization’s products and services to own analysis and recommendations

  • Risk Management - Risk and Compliance Adherence:
    • Advanced - Leading and Guiding
      • Ensures that all directs and colleagues have appropriate knowledge of risk and the regulatory environment
      • Investigates and identifies the root cause and corrects items deemed non-compliant, regardless of pressures from business or management


Working Conditions:

  • Frequently: Minimal physical effort such as sitting, standing, and walking.
  • Occasional moving and lifting of equipment and furniture is required to support onsite and offsite meeting setup and teardown.
  • Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer’s Rights:

  • This job description does not list all the duties of the job.  You may be asked by your supervisors or managers to perform other duties.  You will be evaluated in part based upon your performance of the tasks listed in this job description.
  • The employer has the right to revise this job description at any time.  This job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason.