AVP, Financial Planning & Analysis (expense analytics)
Core
Support expense analytics, SLA/Cost Contribution Agreement (CCA) planning, and chargeback modeling for the IT CXO organization.
Role type
Senior Financial Planning & Analysis (FP&A) Analyst
Builds
IT reporting capabilities, planning and forecasting processes, and chargeback models
Domain
Financial Services / IT Finance
Deliverable
dashboards & analysis
Required skills
Cost allocation modeling, SLA administration, intercompany transaction execution, financial system integration, chargeback reporting logic, regulatory compliance validation, service performance monitoring
Preferred skills
Technology Business Management (TBM), Regulation W knowledge, Copilot/Claude familiarity
Technologies
OneStream, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Access, Microsoft Visio, Microsoft Project
Responsibilities
Review and analyze cost allocation models; build and maintain chargeback reporting logic; validate SLA alignment with financial and regulatory requirements; execute intercompany allocation transactions; monitor service performance against SLA targets; manage ad-hoc administrative tasks for the IT Division
