Financial Analyst, Technology

Responsibilities

• Budgeting: Support the first-pass execution of the G&A and Direct-to-Fund budget process with a specific focus on software spend, and contract labor management. Partner with business leaders to ensure accurate cost projections are captured and managed, aligning operational spend with strategic goals. Communicate the results of the process clearly to relevant stakeholders.
• Monthly analyses: Assist in first-pass monthly variance analysis for G&A and Direct-to-Fund costs. Provide explanations for material variances, ensuring that insights are shared for use in monthly business reviews and to help identify trends or areas for improvement.
• Forecasting: Collaborate with Technology teams to collect and analyze spend data for periodic forecasts. Assist in projecting trends for non-headcount software and other professional fees spend, ensuring alignment with business goals and operational requirements.
• Ad hoc analyses: Support Technology leadership with ad hoc spend analysis, delivering insights that help drive spend optimization and cost-efficiency opportunities.
• Process Improvement: Continuously evaluate and propose improvements in planning and reporting processes. Identify efficiencies in data collection and analysis to provide more time for strategic business partnership and decision support.
• Diligence: Ensure the accuracy, timeliness, and quality of all reporting deliverables, maintaining data integrity in all forecasting, budgeting, and reporting activities.

Qualifications

• 4-Year degree in Finance, Accounting, or a related field.
• Preferred: Master’s Degree in Business, Finance, or Accounting.
• Required: 2-3+ years of experience in Planning & Analysis.
• Preferred: 1+ years of Multi-brand corporate or Shared Services experience.
• REQUIRED KNOWLEDGE, SKILLS OR ABILITIES:
• Comfort with ambiguity and tolerance for a dynamic set of tasks and priorities.
• Strong track record as a proven team player.
• Excellent analytical and communication skills.
• Expert knowledge of Microsoft Excel, PowerPoint and Word.
• Strong finance, technical, analytical and problem-solving skills.
• Ability to manage time and multiple projects, often with time constraints.
• Strongly preferred: Experience with Enterprise Planning and Reporting software such as Hyperion Planning and Hyperion Financial Management, including use of SmartView.
• Strongly preferred: Experience with Business Intelligence analysis and presentation tools, including Tableau, Power BI and SharePoint.

Education & Experience

• None