Senior Finance Analyst – Initiative Finance Team
About The Position
This job is responsible for serving as a finance partner to specified Lines of Business (LOBs) and providing financial analysis and guidance to support key decisions and initiatives. Key responsibilities include performing forecasting, profitability analysis, expense efficiency, pricing, financial reporting, and generating value creation ideas and new investment business cases. Job expectations include preparing insights to guide management's decision making and evaluating financial performance versus plans, forecasts, and prior periods. This job is part of the high-impact team that supports $4B in annual technology initiative spending. It is a strong opportunity for someone who wants to expand beyond traditional finance and gain exposure to technology investment management, automation, controls, and enterprise process improvement. The Senior Finance Analyst will work closely with Technology project managers and Business Finance Officers to support project setup, allocations, reporting, and the quarterly software capitalization assessment. This job may also support and enhance Alteryx workflows and Tableau reporting, while providing the opportunity to drive improvement in an enterprise process. We are seeking a strategic and results-driven individual to quickly learn the Initiative financial ecosystem. A strong candidate enjoys taking ownership, solving problems, and partnering with teammates to make processes more efficient and effective. This role is a great fit for someone who can work independently while also helping guide teammates through process improvement efforts.
Requirements
- 2-5 years in Finance, Data, FP&A, or related industry experience
- Excel and PowerPoint skills, with exposure to Alteryx or other data management and automation tools (e.g., Power Query, Tableau, SQL, etc.)
- Demonstrated ability to quickly learn complex processes and tools with a process improvement mindset
- Well organized with strong attention to detail and effective time management skills
- Seeks to build relationships and collaborate with teammates
Nice To Haves
- Bachelor’s degree in finance, Accounting, and/or Data/Computer Science
- SAP / eLedger / EPM understanding/experience
- Experience supporting process improvement, operations, or project management roles
Responsibilities
- Support the project portfolios for assigned Tech teams including set-up, rate and funding updates, portfolio targets, allocations, and reporting
- Develop deep understanding of TPAS (financial system of record for technology initiatives) and related routines and data query tools
- Support user training on TPAS and/or software capitalization
- Coordinate quarterly software capitalization assessment and review for assigned portfolios.
- Lead program review meetings with multiple stakeholders.
- Support process owner deliverables including maintaining and updating desktop procedures
- Assist in development of data dashboards, reports, presentations, ad hoc analysis, and research using Microsoft Office Suite and Emerging Technology tools
- Execute and maintain TPAS-supporting Alteryx workflows and Tableau dashboards
- Leverage data query tools (PowerQuery/TOAD) to perform research and analysis
- Exhibit strong attention to detail and apply analytical thinking and problem solving to deliverables while collaborating with key stakeholders and partners
- Ensure compliance with accounting policy, controls, and governance standards.
- Identify and execute process improvements with moderate autonomy.
- Influence partners through clear communication and data-driven insights.
Benefits
- affordable, competitive and flexible benefits
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What This Job Offers
Job Type
Full-time
Career Level
Senior
