Financial Analyst

Job Description

Job Description

Responsibilities

Financial Planning & Analysis

• Partner with business and technology leadership in budgeting and forecasting modeling, analyzing department performance, and identifying opportunities, challenges, and risks
• Support monthly close activities: monitor spend by project and initiative for accuracy and completeness, including variance analysis, and update forecasts in alignment with management. Manage invoice treatment including accruals, prepaids, and accounting of capital vs. operating expense
• Collaborate with stakeholders on preparation of recurring internal reporting packages, dashboards, trend analysis, and other ad hoc analysis
• Perform and coordinate multi-year project-based financial analysis and modeling to support reporting of operating and capital spend

Finance Operations

• Assist business and technology leaders in understanding financial and operational data across cost categories including software, services, and infrastructure. Develop models and analyses to drive better decision-making, identify trends, opportunities, and risks
• Assist in preparing business cases for capital and operating expenditure requests
• In partnership with Procurement and operations, review invoices and contracts to ensure accurate budgeting and forecasting and to optimize cost
• Prepare regular and ad hoc financial reports including variance analyses, month-over-month comparisons, and dashboards
• Communicate expense trends and insights to key stakeholders
• Collaborate on the development of annual expense budgets considering business growth and cost optimization goals
• Monitor and analyze expenses to ensure alignment with budgetary guidelines

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or Economics
• Minimum of 2 years of relevant business experience in corporate financial budgeting and reporting
• Comfortable working with large, unfamiliar datasets and confident building and editing complex Excel models
• Experience in ERP systems such as Oracle, Hyperion Planning, OneStream, or other EPM solutions
• Strong accounting and finance fundamentals including journal entries, accruals, prepaids, reclasses, budgeting, forecasting, and management reporting
• Basic understanding of the procure to pay process (Quote, SOW, MSA, PO, Invoice)
• Strong communication skills with the ability to interact and influence at various organizational levels
• Exceptional attention to detail, analytical, and problem-solving skills
• Ability to deliver results with urgency, accuracy, and accountability while managing multiple competing priorities

Preferred Qualifications

• Exposure to technology or shared services department spend including software licensing, cloud services, or infrastructure costs
• Familiarity with cloud service providers such as AWS, Azure, or Google and how their costs are structured is a plus
• Comfort speaking the language of both Finance and Technology
• Experience supporting capital and operating expense analysis across multi-year projects