Senior Systems Analyst - IT Budget & Forecasting

Responsibilities

• Partner with IT leadership and business stakeholders to develop and manage annual O&M and Capital budgets for IT programs, applications, and initiatives
• Lead forecasting activities, including quarterly forecasts, Current Working Estimates (CWE), and long-range financial planning for IT operations and projects
• Analyze monthly financial results, identify variances to plan, and provide actionable recommendations to leadership
• Prepare and communicate financial performance reporting, including variance commentary, trend analysis, and spend-driver reporting
• Maintain and monitor IT operational and capital expenditures to ensure alignment with approved budgets and strategic priorities
• Support strategic financial decision-making through data analysis, scenario modeling, and cost optimization recommendations
• Create and manage requisitions, appropriations, account rulings, and related financial documentation
• Partner with project teams and leadership to support governance processes, project financial tracking, and portfolio oversight
• Monitor and analyze accruals, invoices, and payment activity to ensure financial accuracy and compliance
• Support regulatory and rate case activities, including preparation of financial documentation and reporting as needed
• Collaborate cross-functionally with IT, Finance, Supply Chain, and business organizations to improve financial processes and reporting accuracy
• Identify opportunities to improve reporting efficiency, financial transparency, and budget management processes

Qualifications

• Required Education/Experience: Master's Degree and a minimum 2 years of relevant full-time work experience, or Bachelor's Degree and a minimum 3 years of relevant full-time work experience, or Associate's Degree and a minimum 5 years of relevant full-time work experience
• Preferred Education/Experience: Bachelor's Degree in Finance, Accounting, Business, Information Systems, or a related field and a minimum 5 years of relevant full-time work experience supporting budgeting, forecasting, and financial analysis functions in IT organizations within utility, energy, regulated, or rate case-driven environments
• Relevant Work Experience: Experience with financial planning and analysis, including budgeting, forecasting, and variance analysis, required; Experience managing operational (O&M) and capital budgets, required; Strong analytical and quantitative problem-solving skills, required; Experience preparing financial reports and presenting findings to leadership, required; Proficiency with Microsoft Excel, including pivot tables, lookups, and advanced formulas, required; Experience with financial systems and budgeting tools such as Oracle or similar platforms, required; Understanding of accounting and budgeting principles, including income statements and balance sheets, required; Experience supporting IT financial operations or IT portfolio management, preferred; Utility industry experience or experience working in regulated industries with rate case structures, preferred; Familiarity with rate case support and regulatory reporting processes, preferred; Experience with Power BI or other data visualization tools, preferred; Experience developing financial models and executive-level reporting materials, preferred; Ability to identify process improvement opportunities and implement operational efficiencies, preferred
• Skills and Abilities: Excellent organizational skills; Demonstrated analytical skills; Well organized, detail oriented and flexible to handle multiple assignments; Develops and delivers effective presentations; Strong written and verbal communication skills; Ability to build strong customer relationships