Analyst, Financial Planning - Remote 12 Month Contract

Circular Materials

4d•Remote

About The Position

Reporting to the Senior Manager, Finance and Accounting, the Analyst, Financial Planning supports financial planning, budgeting, forecasting, and cost management for the IT Organization. This role partners closely with leadership, procurement, and accounting to ensure accurate reporting, cost transparency, and sound financial decision making across technology investments and operations.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field. An equivalent combination of education, and experience may be considered
3 to 7 years of progressive experience in financial analysis, FP&A, or accounting, with direct support of IT or technology organizations preferred
Experience working with ERP(i.e. SAP) systems
Hands-on experience managing departmental budgets and forecasts in a complex environment
Strong financial modeling experience including scenario analysis and multi-year planning
Experience supporting capital projects and understanding capitalization rules
Familiarity with software licensing models, subscription-based services, cloud consumption billing, and enterprise agreements
Experience working cross-functionally with IT, procurement, and accounting teams
Advanced Excel skills including pivot tables, lookups, complex formulas, and financial modeling techniques
Experience using budgeting, forecasting, and reporting tools
Ability to interpret and analyze large datasets related to IT spend and vendor billing
Working knowledge of IT infrastructure components, cloud services (IaaS, PaaS, SaaS), and enterprise applications
Understanding of operating vs capital expense treatment in a technology environment
Strong analytical thinking with the ability to translate financial data into actionable insights
Clear and confident communication skills when presenting financial information to technical and non-technical stakeholders
Ability to challenge assumptions constructively and ask the right questions
Strong organizational skills with the ability to manage multiple deadlines
High level of accuracy and attention to detail
Proactive mindset with a willingness to take ownership of financial processes

Nice To Haves

Strong understanding of artificial intelligence (AI) concepts and the ability to communicate and apply AI technologies effectively within a business context.
Experience working within ERP systems such as SAP or similar financial platforms

Responsibilities

Lead the development and consolidation of the annual operating and capital budgets in partnership with directors and managers
Facilitate budget intake sessions with leaders to validate assumptions, project timing, and resource requirements
Prepare quarterly reforecasts based on actuals, updated project timelines, and changes in business priorities
Perform detailed variance analysis at the cost center, service, and project level, identifying root causes and recommended corrective actions
Maintain multi-year financial models for major technology initiatives including infrastructure refresh, cloud migrations, and enterprise system implementations
Develop scenario and sensitivity analysis to support decision-making on spend timing, headcount changes, and contract renewals
Monitor monthly spend across operating and capital accounts, ensuring accurate coding and allocation
Review and validate accruals and prepaid expenses in coordination with accounting
Review and validate contractor timesheets to ensure alignment with project forecasts.
Track software licensing, SaaS subscriptions, support agreements, and maintenance renewals to ensure completeness and cost accuracy
Maintain a centralized view of recurring technology costs and contract obligations
Prepare monthly and quarterly financial reporting packages for leadership, including dashboards, commentary, and key trends
Analyze spend by service tower, vendor, and cost category to identify optimization opportunities
Support cost transparency initiatives by coordinating with and assisting Finance and Procurement to define service-based costing or chargeback models where applicable
Identify cost savings opportunities through license optimization, contract renegotiation support, and rationalization of redundant tools
Track financial performance of approved projects including budget, actuals, forecast to complete, and variance analysis
Partner with project managers to validate financial assumptions and ensure accurate project cost tracking
Support business case development for new initiatives including cost-benefit analysis, ROI, payback period, and total cost of ownership calculations
Assist in evaluating buy versus build decisions and on-prem versus cloud financial comparisons
Ensure appropriate classification of project costs as capital or operating expense in accordance with accounting standards
Support post-implementation financial reviews to validate benefits realization where applicable
Support financial review of vendor contracts including pricing structures, renewal terms, escalators, and consumption models
Analyze historical spend and usage trends to inform renewal negotiations
Partner with procurement and vendor management teams to assess financial impact of proposed contract changes
Monitor vendor spend against contract commitments and flag overages or underutilized agreements
Maintain a renewal calendar to support proactive financial planning for large or multi-year agreements
Assist with financial due diligence for new vendor onboarding