Senior Financial Analyst, Technology - FP&A
Core
Senior finance partner to the Technology organization owning end-to-end budgeting, forecasting, cost management, and financial reporting for technology spend.
Role type
Senior individual contributor financial analyst (FP&A)
Builds
Financial dashboards, driver-based models, and reporting tools for IT leadership and executive management
Domain
Asset management / Technology Finance
Deliverable
production ML models | dashboards & analysis
Required skills
Budgeting and forecasting, driver-based financial modeling, IT financial management (CapEx/OpEx, ASC 350-40), cloud consumption economics, contract cost analysis, Power BI/Tableau, ERP systems (Oracle EPM, Hyperion, Anaplan, Workday, SAP), MS Excel (pivot tables, reference logic)
Preferred skills
MBA, asset or wealth management industry background, IT financial management platforms experience, AI platform application
Technologies
Power BI, Tableau, Oracle EPM, Hyperion, Anaplan, Workday, SAP
Responsibilities
Develop and manage annual technology budget (capital and operating expenditures), own monthly/quarterly forecasting and variance analysis, build and maintain financial dashboards for self-service insight, analyze spend trends to identify savings, support month-end close and maintain IT asset records, lead process improvement and automation of reporting workflows
Seniority
Senior, hands-on IC