Senior Financial Analyst

Toppan Merrill • St. Paul, MN

20h

About The Position

Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets. We believe in high-trust collaboration and value each person's unique skills, perspectives and experiences. Our success is driven by our world-class global teams and culture. This role provides senior financial analysis, planning, and decision support for technology and software development organizations. It involves leading annual budgeting, rolling forecasts, and month-end variance reporting for operating expense, capital investment, and product/project spend; developing business cases and ROI analyses; and partnering with technology leaders (Engineering, Product, IT, and Product Management) to improve financial performance and investment outcomes.

Requirements

• 10–15 years of progressive experience in FP&A, financial analysis, or business partnering; experience supporting technology, engineering, IT, and/or software development teams.
• Advanced Excel skills and proficiency with ERP/planning and reporting tools (Oracle/Hyperion); ability to automate and improve recurring reporting.
• Familiarity with LLMs (e.g., ChatGPT, Claude) for data analysis and AI-driven improvements.
• Ability to organize, interpret, and draw conclusions from large datasets and present insights clearly to both technical and non-financial audiences.
• Strong communication and influencing skills; able to lead financial discussions, challenge assumptions, and drive decisions in cross-functional forums.
• Strong quantitative, analytical, and problem-solving skills; comfortable working with ambiguity and iterating with fast-changing priorities.
• Demonstrated leadership and mentoring skills; may supervise, coach, or provide work direction to lower-level staff.
• Ability to work effectively in a matrix organization and with Agile delivery and/or technology portfolio governance processes.
• Self-motivated with strong ownership; able to manage multiple priorities, meet deadlines, and operate with minimal supervision.
• Professional presence with the ability to interact with internal/external stakeholders (including senior leaders) in a clear, credible, and service-oriented manner.
• Bachelor’s degree in Finance or related discipline

Responsibilities

• Lead monthly close, variance analysis, and performance reporting for technology and product cost centers. (budget vs. forecast vs. prior year), highlighting key drivers and actionable insights.
• Partner with Engineering/IT/Product leaders to develop annual budgets and forecasts for run-the-business and change-the-business investment (labor, contractors, vendors, cloud, software, tools, and services).
• Identify the underlying reasons for gaps in areas such as headcount, utilization, delivery speed, vendor usage, cloud consumption, and scope changes, then work with business owners to implement solutions.
• Develop business cases and ad hoc analyses for technology initiatives; communicate recommendations to technical and non-technical stakeholders.
• Drive improved spend efficiency and value realization across the technology portfolio through standard metrics, cost transparency, and ongoing benefits tracking.
• Leverage financial and operational systems to improve forecasting accuracy and automate reporting (e.g., ERP, planning tools, BI dashboards); establish data definitions and controls for technology spend.
• Miscellaneous duties as assigned.

Benefits

• Enhanced Medical, Dental, Vision and Life insurance for employees and dependents
• Employer Contribution to 401K
• Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays.
• Paid parental leave
• Paid community involvement/volunteer days
• Wellness Resources and Employee Assistance Programming

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 501-1,000 employees