Senior IT Financial Analyst – Technology Business Management

Axiom Path • Charlotte, NC

20d • $50 - $59 • Hybrid

About The Position

Join the technology organization of a major global financial institution operating in a highly regulated, fast-moving environment. This team supports senior technology leadership across financial management, strategic planning, governance, operational performance, and executive reporting. The role works cross-functionally with Finance, Procurement, Transformation, Data Strategy, PMO, Risk, Compliance, Audit, HR, and Business Continuity teams to help the technology organization execute key priorities across the Americas.

Requirements

• 10+ years of experience in business management, technology financial management, IT finance, or a closely related function within financial services or consulting.
• Strong experience with budgeting, forecasting, expense analysis, variance reporting, and financial management.
• Advanced proficiency with Microsoft Excel and PowerPoint.
• Strong ability to develop executive-ready presentations and communicate complex financial or technology information clearly.
• Experience working with technology organizations and a strong understanding of the broader IT landscape.
• Demonstrated project management skills with the ability to coordinate multiple workstreams and deadlines simultaneously.
• Strong analytical capabilities, including the ability to evaluate data, identify trends, and translate findings into recommendations.
• Strong written and verbal communication skills with experience supporting diverse senior-level stakeholders.
• Ability to work independently, take ownership, and operate effectively in a changing, deadline-driven environment.

Nice To Haves

• Experience with Power BI, Tableau, or Visio is preferred.
• Knowledge of ServiceNow and/or TBM/Apptio is a plus.
• Experience with Total Cost of Ownership, technology portfolio management, vendor spend analysis, or IT financial governance is highly desirable.

Responsibilities

• Lead technology budget preparation, forecasting, expense analysis, and financial tracking across a large technology organization.
• Partner closely with Finance to analyze technology expenditures, identify budget variances, and clearly explain key financial drivers.
• Coordinate consultant requests, headcount requisitions, onboarding, and workforce-related financial tracking.
• Develop executive-level presentations, management reporting, and materials for senior leadership and regulatory discussions.
• Build and maintain dashboards and scorecards used to monitor technology KPIs, KRIs, financial performance, and operational priorities.
• Partner with the central PMO on financial transactions and reporting across the broader IT portfolio.
• Work with Procurement to analyze third-party technology vendors, contracts, and associated expenditures.
• Support internal control partners including Risk, Compliance, Audit, HR, and Business Continuity on departmental requirements and escalations.
• Contribute to Total Cost of Ownership initiatives and broader technology transformation efforts.
• Coordinate continuous improvement initiatives across the IT Business Management function.
• Manage ad hoc projects, executive communications, and portfolio reporting while balancing changing priorities and tight deadlines.

Benefits

• W2 only (no C2C/1099)
• Hybrid opportunity based in Charlotte, North Carolina
• High visibility supporting senior technology leadership and CIO-level initiatives.
• Exposure to enterprise technology financial management, portfolio governance, vendor oversight, and strategic transformation programs.
• Opportunity to work across multiple corporate functions and contribute to executive- and regulator-facing deliverables.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed