Business & Planning Specialist - IT Financial Analyst

Business Experience And Planning Specialist - It Financial Analyst

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company's success. As a Business Experience and Planning Specialist - IT Financial Analyst within PNC's Enterprise Fraud Organization, you can be based in Pittsburgh, PA;
Birmingham, AL;
Phoenix, AZ;
Lakewood, CO; or Farmers Branch, TX. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

The Business Experience and Planning Specialist supports the Enterprise Fraud Organization by enabling strong operational planning, financial transparency, and execution across key initiatives. This role partners closely with leaders across Enterprise Fraud, Technology, Finance, and Human Resources to ensure initiatives, contracts, and workforce plans are funded, tracked, and governed effectively. The role blends financial acumen, operational rigor, and strong communication skills to help leaders make informed decisions and move work forward efficiently.

• Support planning and execution of Enterprise Fraud Organization initiatives, contracts, and workforce strategy
• Partner with Finance to manage the operational budget, including tracking, forecasting, reconciliation, and year-over-year planning
• Ensure projects are properly funded, monitored, and aligned with approved financial plans, roadmaps, and governance requirements
• Partner with Enterprise Fraud Organization leaders, human resource partners, and technology partners to ensure accurate headcount alignment, labor capitalization, and cost allocation
• Create and manage approval packages, including financial presentations, business cases, and supporting documentation
• Create and maintain Jira tickets to support initiatives, contracts, and approvals in partnership with project management, product owners, sourcing, and contract owners
• Track workforce headcount and report variances against approved plans
• Capture meeting notes, decisions, and approval evidence; ensure next steps and follow-up actions are clearly documented and executed
• Develop executive-level presentations and materials for senior leaders across the Enterprise Fraud Organization
• Support continuous improvement of planning, reporting, and governance processes using tools such as Power BI, Microsoft Excel, SharePoint, and Microsoft Copilot
• Collaborate effectively across Technology, Finance, and Human Resources in a highly regulated, enterprise environment

Financial management experience, including budgeting, forecasting, reconciliation, and variance analysis

Accounting or finance background strongly preferred, with understanding of both operational and project-based financials

Advanced Microsoft Excel skills, including formulas, accounting functions, and data analysis

Experience building, maintaining, or consuming Power BI dashboards for financial or operational reporting; strong understanding of Power BI concepts is required even if not a primary dashboard builder

Proficiency with SharePoint and modern productivity tools, including Microsoft Copilot

Experience creating executive-level presentations and communicating financial information to non-financial audiences

Strong attention to detail, organization skills, and follow-through

Clear, professional communication skills and comfort working with senior stakeholders

Willingness to learn, adapt, and take on new challenges; a positive, proactive attitude is essential

Experience in banking or financial services is helpful, particularly in environments with formal forecasting, funding governance, and regulatory controls

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Accuracy and Attention to Detail, Analytical Thinking, Business Process Design, Data Gathering and Analysis, Effective Communications, Planning:
Tactical, Strategic, Problem Solving, Strategic Thinking

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Bachelors

No Required Certification(s)…