Lead Specialist, Financial Analysis - Enterprise Technology

About the Role

This Lead Specialist, Financial Analysis role serves as a strategic finance partner supporting senior Enterprise Technology leaders with budgeting, forecasting, technology spend management, and investment planning. The individual will provide financial insights, identify risks and opportunities, and help guide decisions on projects, contracts, and resource allocation. The ideal candidate combines strong financial analysis experience with the ability to influence business leaders, improve processes, and translate financial data into strategic recommendations that drive business results.

Responsibilities

• Utilize subject matter expertise to lead or participate in large cross-functional projects.
• Provide financial insight and ownership of key strategic initiatives including data validation, review, analysis, and reporting.
• Review and interpret data to determine past performance and/or project financial results for the most complex assignments. Share information with others and aid in planning next steps for financial data.
• Deliver a higher level of financial analysis for two technology development teams to aid in solving problems in unique ways, including support and oversight of actual financial reporting, forecast, budget, and mid-term plan processes.
• Collaborate with technology leaders and management on cost control; lead identification, execution, and tracking of efficiency initiatives; report progress against efficiency and agreed cascaded targets.
• Create communications for complex messages to a variety of audiences at the strategic and operational levels within the Enterprise Technology and Finance functions.
• Develop solid business relationships with all levels of management; partner with senior management to meet business goals. Partner with the financial analysts supporting tactical and operational levels of the infrastructure technology development teams.

Qualifications

• Bachelor’s degree in accounting or finance, or equivalent experience.
• Ten years of financial analysis experience, including work in the insurance, financial services, or investment management industry.
• Expert knowledge of accounting/finance.
• Analytical and problem-solving skills.
• Strategic thinker able to communicate on business/market and legislative issues at a macro level.
• Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information.
• Excellent written/oral communication and presentation skills to provide complex information to diverse audiences.
• Advanced computer skills in MS Office, Excel, and financial business systems.

Preferred Qualifications

• CPA/advanced degree.
• Extensive knowledge of financial services and technology support.
• GAAP principles.
• Knowledge of Oracle ERP, Power BI, and/or Apptio.

Working Conditions

Hybrid Office Environment.

Pay

The salary for this position generally ranges between $130,000 - $165,000 annually. Please note that the salary range is a good faith estimate, and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote), and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Schedule

This is a hybrid position requiring three days in office per week in one of our hub locations.