Lead Specialist, Financial Analysis - Enterprise Technology

Serve as a strategic finance partner supporting senior Enterprise Technology leaders with budgeting, forecasting, technology spend management, and investment planning Lead or participate in large cross-functional projects Provide financial insight and ownership for strategic initiatives, including data validation, review, analysis, and reporting Review and interpret data to determine past performance and projected financial results for complex assignments Support planning and next steps for financial data Deliver financial analysis for two technology development teams Support and oversee actual financial reporting, forecasting, budgeting, and mid-term plan processes Collaborate with technology leaders and management on cost control Lead identification, execution, and tracking of efficiency initiatives and report progress against targets Create communications for complex messages for strategic and operational audiences Develop business relationships across management levels and partner with senior management to meet business goals Partner with financial analysts supporting tactical and operational levels of infrastructure technology development teams Requirements Bachelor’s degree in accounting or finance, or equivalent experience Ten years of financial analysis experience Experience in the insurance, financial services, or investment management industry Expert knowledge of accounting and finance Analytical and problem-solving skills Strategic thinking and ability to communicate business, market, and legislative issues at a macro level Organizational and prioritization skills, with ability to make timely decisions using appropriate information Excellent written, oral communication, and presentation skills Advanced computer skills in MS Office, Excel, and financial business systems Legal authorization to work in the U.S. without immigration sponsorship Preferred: CPA or advanced degree Preferred: Extensive knowledge of financial services and technology support Knowledge of GAAP principles Knowledge of Oracle ERP, Power BI, and/or Apptio Core Competencies Demonstrates expertise in financial analysis, budgeting, and forecasting within the technology sector, while effectively communicating complex financial insights to senior management. Proven ability to lead cross-functional projects and drive efficiency initiatives in alignment with business goals. Highest-signal resume keywords Financial Analysis Budgeting Forecasting GAAP Principles Oracle ERP ATS Optimization Keywords Hard Skills Financial Analysis Budgeting Forecasting Accounting Data Validation Financial Reporting Strategic Thinking Analytical Skills Problem-Solving Cost Control Soft Skills Communication Skills Organizational Skills Prioritization Skills Presentation Skills Collaboration Certifications & Qualifications CPA Advanced Degree Industry Keywords Insurance Financial Services Investment Management Technology Spend Management Efficiency Initiatives Tools & Technologies MS Office Excel Power BI Oracle ERP Apptio #J-18808-Ljbffr Jobtailor