Senior IT Financial Systems Analyst

Overview

This role serves as a key business partner between IT, Finance, and Accounting teams, supporting financial planning, budgeting, forecasting, reporting, and project cost analysis. The position uses FP&A and accounting expertise, along with ServiceNow Strategic Portfolio Management (SPM), to track IT financial management processes and activity. Responsibilities include analyzing technology spend, tracking project costs, supporting capital and operating budgets, and ensuring accurate financial reporting across the IT portfolio.

Responsibilities

• Coordinate, prepare, and consolidate the annual IT portfolio budgeting and long-range planning process, including assumptions, templates, submissions, review, and executive presentation.
• Perform month-end, quarter-end, and year-end financial analysis, including budget versus actual reporting; clearly explain the narrative behind the numbers to management.
• Track and reconcile financial activity by project and portfolio in ServiceNow SPM to ensure accuracy, adherence to budget, proper accounting, and reliable reporting.
• Partner with project managers and operational leaders to improve financial visibility into project investments and outcomes.
• Independently build moderate to complex financial models to analyze the impact of current and proposed initiatives.
• Prepare and analyze IT utilization reports for business units through ServiceNow.
• Work with Accounting to develop and maintain the integrity of financial systems used for analysis.
• Identify process improvement opportunities and implement methods to reduce error rates and maximize productivity and efficiency.
• Complete special projects as assigned to support corporate objectives.
• Review IT expenses to ensure accurate coding.

Qualifications

• Bachelor’s degree in accounting, Finance, Economics, Mathematics, or a related field; or an equivalent combination of education and experience.
• Five (5) or more years of related work experience, specifically in an FP&A role.
• Experience supporting Information Technology organizations or technology portfolios.
• Hands-on experience using ServiceNow, with exposure to Strategic Portfolio Management (SPM).

Skills

• Strong understanding of financial computer systems and data systems.
• Strong understanding of project-based accounting concepts and financial reporting.
• Technical understanding of data structure, data mining, and reporting processes.
• Knowledge of IT financial management practices, including capital planning and operational expense management.
• Proficient in Microsoft Office products with advanced Excel skills and familiarity with Access.
• Excellent verbal and written communication skills, including polished presentation skills.
• Strong planning, organizational, and time management skills.
• Strong ability to interpret and analyze financial statements.
• Strong mathematical ability.
• Ability to prioritize multiple concurrent assignments and meet required due dates.
• Ability to interact professionally with employees across all levels of the organization.
• Highly proactive; actively seeks opportunities for process improvement.
• Ability to work independently with minimal supervision and as part of a team.

Compensation & Benefits

• Competitive financial package and comprehensive, high-quality employee programs.

Location

• Not specified in the provided job description.

Equal Opportunity

The employer is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.