Financial Analyst

Overview

This role involves supporting the organization's expense management processes to ensure optimal use of resources while maintaining financial strength at both corporate and departmental levels. The Expense Management Analyst develops accurate and timely expense reports, provides strategic financial analysis, and consults with business partners. The position requires building complex financial models to evaluate strategic decisions, forecast budgets, and analyze variances to enable informed decision-making.

Responsibilities

• Collaborate with executive officers, department heads, and senior management to provide insightful expense management analysis and strategic recommendations.
• Proactively identify potential financial issues and facilitate cross-departmental discussions to resolve challenges.
• Meet independently with managers and directors to understand operational cost structures and identify cost optimization opportunities.
• Coordinate monthly expense reporting to meet departmental and corporate financial reporting requirements.
• Monitor spending patterns, develop financial forecasts and budgets, and analyze expense results to identify variances and trends.
• Identify process improvements and cost-saving opportunities within departments.
• Build and maintain complex financial models to predict business outcomes, understand cost drivers, and benchmark performance.
• Challenge assumptions in forecasts and projections to ensure accuracy and reliability.
• Integrate internal best practices to support overall business objectives and financial health.
• Ensure all expense activities comply with accounting controls, policies, and procedures, including proper accounting on the general ledger in accordance with statutory and GAAP standards.
• Develop strategies to optimize the use of financial systems and maintain expertise in reporting tools such as PeopleSoft, IBM TM1, or Apptio.
• Manage corporate expense projections, metrics, payroll accounting, fixed assets, intercompany charges, and procure-to-pay processes.
• Lead special projects related to expense management, product line allocations, financial reporting, and process enhancements as directed by division leaders.
• Collaborate with Human Resources, Corporate Strategy, and Planning teams to align financial initiatives with organizational goals.

Requirements

• Bachelor's degree in accounting, finance, business administration, or a related field with an emphasis on accounting.
• Minimum of five years of experience in financial management, planning, or analysis.
• Strong analytical skills with excellent planning, organization, and problem-solving abilities.
• Proficiency in developing and interpreting complex financial models.
• Ability to influence decision-making at all organizational levels.
• Effective oral and written communication skills for presenting recommendations and collaborating with diverse teams.
• Ability to maintain confidentiality, multitask, and prioritize effectively.
• Deep understanding of accounting controls, policies, and procedures, including GAAP standards.
• Experience with financial reporting systems such as PeopleSoft, IBM TM1, Apptio, or project portfolio management tools is preferred.

Preferred Skills and Experience

• Financial analysis
• Budgeting
• Financial modeling
• Expense management
• Financial reporting
• Forecasting

Compensation & Benefits

The organization offers a comprehensive benefits package designed to support employees' health, well-being, and professional growth. Benefits include flexible work schedules to promote work-life balance, concierge services, competitive and transparent compensation packages, health insurance options, retirement plans, and wellness programs. Employees have opportunities to participate in employee resource groups fostering diversity and inclusion. Ongoing learning and development initiatives are provided to support career advancement.

Equal Opportunity

The employer is an equal opportunity organization committed to diversity and inclusion. All employment decisions are made based on merit, qualifications, and business needs without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or any other protected characteristic. Discrimination or harassment is not tolerated, and the organization promotes fairness and equal access to employment opportunities.