IT Financial Management Advisor

AgWest Farm Credit•Spokane, WA

19d•Hybrid

About The Position

AgWest Farm Credit is seeking an IT Financial Management Advisor II or III for its Information Technology department in Spokane, Washington (Headquarters). This full-time position leads financial management, performance measurement, and value-realization practices that support technology investment and operational decisions across Information & Technology (I&T). The role partners with I&T leaders, Finance, and business stakeholders to advance budgeting, forecasting, cost transparency, financial governance, and performance reporting, aligning technology spending with business priorities and outcomes. It provides actionable insights, improves IT Financial Management (ITFM), Technology Business Management (TBM), and FinOps practices, and helps optimize the value of technology investments. The position reports to the VP, Innovation and IT Planning. The role leads annual and multi-year I&T planning, budgeting, and forecasting; develops transparent technology cost views; advances cloud financial management and cost optimization; and designs performance scorecards linking investments to outcomes. It also implements and administers ITFM tools, maintains financial-management governance, and develops guidance and training to strengthen financial acumen and decision-making across I&T. Duties are performed in accordance with company policies, procedures, and internal controls; other duties may be assigned. The position is based in Spokane. After an initial in-office training period, it is eligible for workplace flexibility and a one-time home office stipend. Occasional travel may be requested for conferences, training, or all-staff or team meetings outside the role's standard travel requirements. The Level II typical starting salary range is $66,200–$88,700, with a full base salary range of $66,200–$113,600 and a 10% annual performance-based incentive target. The Level III typical starting salary range is $80,000–$110,100, with a full base salary range of $80,000–$125,500 and a 12% annual performance-based incentive target. Relocation assistance is available to eligible candidates who must relocate. The starting level and salary depend on factors including experience, education, certifications or licensure, internal equity, location, business needs, and market demands.

Requirements

Bachelor's degree in finance, accounting, business administration, economics, information systems, data analytics, or a related field, or an equivalent combination of education and experience.
Generally, five to seven years of progressively responsible experience in IT financial management, financial planning and analysis, technology business management, cloud financial management, technology portfolio management, or a closely related field.
Demonstrated experience leading budgeting, forecasting, variance analysis, financial modeling, management reporting, and business-partnering activities for technology or another complex service organization.
Strong understanding of technology cost structures, including software, cloud, infrastructure, labor, professional services, projects, vendors, and recurring services.
Ability to translate complex financial, operational, and technical information into clear insights, recommendations, and executive-level communications.
Advanced analytical skills, including reconciling data from multiple sources, identifying trends and anomalies, developing defensible assumptions, and maintaining accurate financial models.
Strong knowledge of performance measurement, including defining KPIs, establishing targets and ownership, analyzing results, and communicating performance against expectations.
Strong relationship-management and facilitation skills, with the ability to collaborate across I&T, Finance, Accounting, Procurement, Accounts Payable, Legal, Risk, Internal Controls, business units, and external partners.
Strong project-management, planning, organizational, time-management, and follow-up skills, with the ability to manage recurring financial cycles and competing priorities.
Advanced Microsoft Excel skills and strong proficiency with PowerPoint, Word, and data-visualization or reporting tools.
Ability to maintain confidentiality, exercise sound judgment, constructively challenge assumptions, and explain the reasoning supporting financial recommendations.
If hired, must provide proof of authorization to work in the United States; AgWest does not sponsor work authorization, including H-1B, OPT, CPT, TN, J-1, or STEM.

Nice To Haves

Master's degree in business administration, finance, accounting, information systems, or a related field.
Experience establishing or maturing an ITFM, TBM, or FinOps practice.
Experience with technology cost allocation, service costing, unit economics, total cost of ownership, showback or chargeback, investment prioritization, and benefits-realization analysis.
Experience with cloud cost management, Azure cost and usage data, SaaS financial management, tagging governance, or consumption-based optimization.
Experience with TBM, enterprise planning, portfolio management, ERP, procurement, cloud cost-management, or financial-reporting platforms.
Proficiency with Power BI, SQL, data modeling, workflow automation, and integration of financial and operational data from multiple systems.
Knowledge of financial institution operations, internal controls, technology risk, third-party management, and regulatory expectations.
Relevant professional certification or training, such as Certified Technology Business Management Executive (CTBME), FinOps Certified Practitioner or Professional, CPA, CMA, CFA, FP&A, ITIL, COBIT, or PMP.

Responsibilities

Lead and coordinate annual and multi-year I&T budgeting and forecasting with I&T leaders, Finance, service and product owners, project leaders, Vendor & Partner Management, and business stakeholders.
Establish and maintain planning calendars, assumptions, templates, data standards, review checkpoints, and submission requirements for technology operating expenses and capital investments, including projects, products, cloud services, software, infrastructure, vendors, and labor-related costs.
Consolidate financial inputs, validate completeness and reasonableness, reconcile changes, document assumptions, and prepare decision-ready views for leadership review, investment prioritization, and approval.
Monitor actual and committed spending against plan, investigate variances, identify forecast risks and opportunities, and coordinate corrective actions with accountable leaders.
Develop and maintain transparent views of I&T costs by service, product, application, project, vendor, platform, cost center, and other relevant business dimensions.
Establish and mature FinOps practices for cloud and variable-consumption technology services with infrastructure, cloud, engineering, product, vendor, procurement, and Finance teams.
Monitor technology spending, usage, commitments, reservations, licensing, and unit economics; communicate trends and anomalies; and facilitate cross-functional cost-optimization reviews.
Identify and track opportunities to rationalize, optimize, avoid, or reduce costs while protecting service quality, resilience, security, and strategic outcomes.
Design, maintain, and continuously improve an I&T performance scorecard that combines financial, operational, delivery, vendor, capability-maturity, stakeholder, and value-realization measures.
Link technology investments to expected outcomes, benefits, service improvements, risk reduction, and strategic objectives; work with project, product, and portfolio leaders to improve investment performance and post-implementation value tracking.
Implement and administer ITFM tools and define and maintain I&T financial-management policies, standards, procedures, roles, decision rights, controls, and evidence requirements in alignment with company policies and internal-control expectations.
Serve as the primary I&T financial-management and performance subject-matter expert; facilitate financial and value discussions; and develop communications, guidance, training, and tools to improve financial acumen, accountability, and decision-making across I&T.
Continuously improve planning, reporting, data integration, and workflow processes, and monitor ITFM, TBM, FinOps, and technology-planning practices to recommend pragmatic improvements suited to AgWest's scale, maturity, and business needs.
Perform duties and maintain standards in accordance with company policies, procedures, and internal controls; perform other duties as assigned.

Benefits

Medical, dental, and vision insurance.
Basic term life and AD&D insurance fully paid for by the company.
15 vacation days, 15 sick days, 12 holidays, and 3 volunteer days annually.
401(k) plan with a 6% match plus a 3% employer contribution.
Employee Assistance Program.
Wellness Program.
One-time home office stipend for eligible workplace-flexibility arrangements.
Relocation assistance for eligible candidates who must relocate.
Annual performance-based incentive target: 10% of base salary for Level II and 12% for Level III.
Vacation accrual rates increase with tenure.