Senior Financial Analyst-FP&A

Essential Job Responsibilities

• Drive financial planning, budgeting, forecasting, and performance management for the Information Technology function.
• Provide deep financial insights, spend analytics, and variance reporting to support strategic technology investment decisions.
• Support the annual IT budgeting process and ongoing forecasting cycles, partnering with IT leadership and business unit finance teams.
• Develop and maintain IT financial models, including departmental expense tracking, capex vs. opex classification, headcount and contractor cost planning, and project-level budget management.
• Provide monthly and quarterly variance analysis for IT spend, identifying trends, risks, and opportunities with actionable recommendations.
• Maintain YTD IT spending visibility across business units, ensuring accurate and timely reporting to IT and Finance leadership.
• Drive IT spend analytics frameworks, including tracking AI-related expenditures, evaluating appropriate units of measure, and assessing new account structures in financial systems.
• Support IT vendor and contract management, including PO/invoice oversight, project code utilization, and supplier-level spend reconciliation.
• Support IT project portfolio management, tracking budget-to-actual by project, identifying variances, and escalating issues proactively.
• Collaborate with accounting to ensure accurate expense booking, proper accruals, and headcount/payroll alignment to actual department formation.
• Prepare and present executive-level financial reviews, communicating financial implications clearly to non-finance audiences.

Qualifications

• Bachelor’s degree in accounting, Finance, or equivalent from an accredited university.
• An MBA or professional certification (CPA, CFA) is preferred but not required.
• Minimum of 5-7 years of relevant FP&A, finance business partnering, or IT finance experience.
• Experience in IT finance, technology cost management, or finance business partnering within a technology or operationally complex organization is strongly preferred.
• Demonstrated expertise in budgeting, forecasting, and variance analysis; experience with IT cost structures (infrastructure, SaaS, headcount, projects) is a plus.
• Strong analytical and financial modeling skills; advanced proficiency in Microsoft Excel (Power Pivot, Power Query); experience with Power BI or other BI tools preferred.
• Familiarity with ERP and financial management systems (e.g., IFS, Hyperion, SAP, or similar); experience with semantic models or data layers is a plus.
• GAAP knowledge and understanding of capital vs. operating expense treatment for technology investments.
• Proven ability to communicate complex financial concepts clearly to non-finance stakeholders, including IT and operations leadership.
• Strong interpersonal skills with the ability to build relationships across IT, Finance, and business unit teams.
• Detail-oriented with a track record of improving financial processes through technology and automation.
• Experience with PO and invoice processing workflows and project code management is preferred.