Overview
A financial analyst position is available to support the Technology Financial Planning & Analysis (FP&A) team. This role involves partnering closely with Technology leadership to drive financial planning, performance management, and operational reporting across a complex and innovation-driven portfolio.
The analyst will contribute to forecasting accuracy, performance transparency, and disciplined cost management by connecting detailed financial analysis to broader business objectives and supporting informed decision-making aligned with growth and digital transformation strategies.
Responsibilities
Strategic Planning and Financial Execution
- Lead the annual operating plan, quarterly forecasts, and long-range planning processes for Technology.
- Provide visibility into key cost drivers including headcount, vendor spend, cloud costs, software, and infrastructure.
- Manage monthly reporting, variance analysis, and stakeholder support across assigned areas.
- Contribute to enhancements in forecasting tools, reporting processes, and planning systems (e.g., Anaplan).
- Manage the monthly and quarterly standard close processes, including preparing accruals and reclassifications.
Performance Management & Investment Oversight
- Collaborate with departments and hiring managers on headcount forecasts related to full-time employees and contractors.
- Develop and maintain dashboards and KPIs to monitor financial and operational performance.
- Analyze actuals versus plan, identify drivers of variance, and recommend actionable solutions.
- Track and evaluate cost-efficiency initiatives and operational improvement programs to measure realized savings and return on investment.
- Support alignment between financial performance and operational execution.
Strategic Partnership & Executive Advisory
- Serve as a trusted finance partner to Technology leaders.
- Translate financial analysis into clear, concise insights for director-level and senior leadership discussions.
- Support strategic initiatives including digital transformation, modernization, automation, and AI-related investments.
Champion Continuous Improvement
- Maintain adherence to internal controls, data accuracy standards, and financial governance requirements.
- Drive process improvements in reporting, modeling, and analytics through automation and effective use of financial systems.
Requirements
- Bachelor’s degree in Accounting, Finance, or related discipline required.
- 5–8+ years of progressive experience in financial planning, analysis, or business finance.
- Strong financial modeling skills and proficiency in Excel (V-lookups, formulas, pivots).
- Experience with planning tools such as Anaplan, HFM, Access, and Peoplesoft preferred.
- Experience working cross-functionally with business stakeholders.
- Ability to translate complex data into clear, actionable insights.
- Highly proactive, detail-oriented, and self-driven, with strong communication skills.
- Ability to be innovative and challenge the status quo to drive process improvement.
Preferred Qualifications
Compensation & Benefits
- Base pay range: $82,000.00 - $97,600.00.
- Actual pay rates will vary based on qualifications, skills, competencies, and proficiency.
- Base pay is one component of the total compensation package.
- Non-sales roles are typically eligible for quarterly or annual bonuses based on role and applicable plans.
- Comprehensive benefits include health, dental, and vision insurance; retirement savings plan; paid time off; health savings account; flexible spending accounts; life insurance; disability insurance; tuition reimbursement; and more.
Location
Not specified.