Financial Analyst - Expense Management

Key Responsibilities

• Prepare, maintain, and reconcile monthly financial forecast submissions and annual budget updates.
• Produce financial statement reporting and analysis for D&A leadership, including variance analysis and "budget vs. actual" insights by pillar leads.
• Support system-based forecasting and multi-year planning activities, with an emphasis on Apptio data accuracy and scenario modeling.
• Track billing activity, cost centers, budget transfers, and financial risks/opportunities across the portfolio.
• Develop consolidated views for leadership presentations and reporting packages.
• Track vendor spend across SOWs, software contracts, professional services, and invoice processing.
• Partner with the VMO team, MGCC support resources, and procurement partners to ensure proper controls, documentation, and performance tracking.
• Identify optimization and cost-efficiency opportunities within third-party spend.
• Support vendor lifecycle processes and help ensure compliance with governance standards.
• Maintain accurate records of FTE and FTC headcount across D&A pillars.
• Partners with Team leads to reflect workforce changes in planning tools.
• Support reporting needs for labor cost tracking and capacity planning.
• Contribute to the development of standardized templates and reporting frameworks.
• Collaborate with cross-functional teams to ensure consistency and scalability in financial operations.
• Participate in tool enhancements and automation initiatives to improve reporting efficiency.

Required Essential Business Experience and Technical Skills

• 5-7 years of experience in financial planning & analysis, vendor management, or related fields.
• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• Strong Excel and PowerPoint skills, including pivot tables and advanced formulas.
• Ability to work independently and collaboratively in a fast-paced, matrixed environment.
• Strong communication, analytical thinking, and relationship-building skills.

Preferred

• Willingness to learn or deepen expertise in enterprise planning tools such as Apptio and other related enterprise tools and systems.
• Curiosity and openness to using automation and AI tools (e.g., Copilot, Power BI) to enhance workflows and reporting accuracy.