Overview
A financial services organization is seeking a Senior IT Finance & Analytics Analyst to support Technology Business Management (TBM) Analytics. This role focuses on enhancing transparency and optimization of IT costs, quality, and value by partnering with IT and Finance teams. The analyst will design, maintain, and improve TBM cost models using tools such as Apptio to provide actionable insights for data-driven decision making.
Responsibilities
- Develop and maintain IT cost models and allocation methodologies.
- Integrate and transform data from multiple enterprise systems including ERP platforms, ServiceNow, and cloud platforms (Azure/AWS).
- Administer TBM systems and drive continuous improvement in data quality and analytics capabilities.
- Collaborate with stakeholders across IT and Finance to align financial outcomes with strategic technology priorities.
- Support data governance and quality initiatives.
- Provide insights to help leaders understand total cost of ownership and optimize IT services.
- Deliver high-quality outputs with minimal supervision, taking accountability for end-to-end model development and data preparation.
- Occasionally travel for stakeholder engagement, planning, or training sessions.
Requirements
- 7+ years of experience in Finance, Accounting Information Systems, Business Intelligence, or related fields; experience in technology-driven or consulting environments preferred.
- Bachelor’s degree in Management Information Systems, Finance, Accounting Information Systems, Business Analytics, or a related field; advanced degree preferred.
- Strong knowledge of IT financial management practices including budgeting, cost allocations, capital vs. operating expenses, and product-based funding models.
- Experience with Technology Business Management (TBM), Apptio, or CIO advisory work.
- Advanced proficiency in Microsoft Excel, SQL/data warehouse tools (e.g., SQL Server, SSMS, TOAD), and data analysis tools such as Power BI, Python, or VBA.
- Ability to build strong relationships and influence stakeholders across IT and business functions without formal authority.
Preferred Qualifications
- Experience supporting data governance and continuous improvement of analytics processes.
- Certifications such as ETBMA/RTBMA, ITIL/IT4IT, or data/analytics certifications (e.g., MCSE in Data Management & Analytics).
- Strong strategic visioning and critical thinking skills to analyze complex financial and technology data.
- Effective communication skills to present insights clearly and persuasively.
Compensation & Benefits
- Salary range: $94,500.00 - $138,500.00, based on education, experience, knowledge, skills, position budget, internal equity, and market data.
- Eligibility for an annual incentive bonus plan.
- Comprehensive benefits package including medical, dental, vision, and 401(k) plan with company matching contributions.
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually; PTO increases with tenure.
- Paid parental leave and adoption/surrogacy assistance.
- Employee giving program with donation matching to eligible nonprofits and schools.
- Supportive management approach and opportunities for career growth and advancement.
Work Arrangement
- Remote or hybrid work arrangements may be available depending on business needs.
Location
Additional Information
- The employer is an Affirmative Action/Equal Opportunity employer.
- Employment is subject to a criminal background investigation, employment, education, and licensing verification.
- The organization maintains a drug- and alcohol-free work environment.
- All employees must be bondable.
- Positions will be posted for at least 5 days from the original posting date.