Other Professional-Seasonal

Overview

This role is responsible for strategic FP&A leadership focused on enterprise IT investments and spending. The Senior Manager, FP&A – IT leads budgeting, forecasting, financial planning, and analysis, partnering with Finance and IT leadership to drive financial performance, improve reporting processes, and provide actionable insights for technology strategy.

Responsibilities

• Lead budgeting, forecasting, financial planning, and reporting for IT investments and operating expenses.
• Oversee activities related to asset management and capitalization, assess ROI, and track spend.
• Perform month-end review and analysis of financial results during the monthly accounting close process, including comparisons to planned and historical results; communicate corrections and/or suggested accrual adjustments to the Finance department.
• Maintain, update, and distribute recurring management monthly financial reports.
• Consult with executives and operational management on financial performance issues, including identification of positive and/or negative performance trends and development of action plans when needed.
• Provide support before, during, and after the annual budget process, including answering financial policy questions, estimating revenue and/or expenses, verifying accuracy, and validating assumptions.
• Partner closely with the CIO and leadership team on staffing, capital spend, company-wide licenses, allocations, and related financial planning; identify and recommend savings and efficiencies.
• Drive continuous improvement and proactively challenge IT investment decisions through an ROI lens.
• Construct and manage the financial model used for the organization’s strategic planning and budgeting processes.
• Estimate financial reserves to ensure appropriate provisioning for expected liabilities consistent with GAAP.
• Serve as a liaison between management and Finance by interpreting financial results and/or policies and investigating extraordinary or unusual activity within monthly financial results.
• Lead development and implementation of improved, consistent metrics/dashboard reporting using financial and non-financial analytics, including forward-looking information and drivers.
• Drive economic value creation by identifying and leveraging profitability drivers.
• Proactively identify, manage risks, and surface opportunities.
• Support planning across multiple currencies, intercompany transactions, and allocations.
• Uphold the organization’s Code of Business Conduct at all times.
• Perform other duties as assigned and may participate in special projects.

Requirements

• Bachelor’s degree in accounting, finance, or a technology-adjacent field.
• 5+ years of corporate financial planning, budgeting, and strategic planning.
• Strong background in financial planning and analysis; insurance/financial services industry experience is preferred.
• Strong financial modeling capability, including leading development and implementation of improved, consistent metrics/dashboard reporting using financial and non-financial analytics, including forward-looking information and drivers.
• Experience with Enterprise planning and Procure-to-Pay applications.
• Ability to formulate and track key activities that impact financial performance and support business growth.
• Confidence working with business management to develop action plans to address performance gaps.
• Business acumen to proactively identify and manage risks and opportunities.
• Ability to build relationships with business management to develop most likely forecasts/budgets and obtain timely information on changes to key levers.
• Clear communication skills.

Preferred Qualifications

• MBA.
• Financial Planning & Analysis background in the insurance/financial service industry.

Compensation & Benefits

• Compensation details not provided in the application materials.

Location

• Location information not provided in the application materials.