Lead - Forecast Governance & Process Oversight Analyst

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Job Summary The Forecast Governance and Process Oversight Lead Analyst will support the governance framework for enterprise forecasting and budgeting activities, ensuring processes are well documented, consistently executed, appropriately monitored, and aligned to applicable policies, controls, and risk management expectations. This role will partner across Finance, Risk, Control, Technology, and business process owners to maintain forecasting and budget policies, process inventories, process maps, documentation standards, the forecast taxonomy, forecast health metrics, and Archer-related issue and control artifacts.

The Lead Analyst will draft and maintain governance documentation, coordinate process intake and updates, monitor adherence to defined forecast lifecycle expectations, identify and escalate process health concerns, and support issue management activities in Archer.

Essential Job Functions Own and maintain forecasting and budget documentation, including policies, standards, process inventories, process maps, taxonomy, SOPs, desktop references and supporting artifacts. Coordinate periodic reviews, updates, approvals, version control and stakeholder alignment to ensure documentation remains current, complete, auditable and aligned to the end-to-end forecast lifecycle.

- (30%)Lead process inventory and process mapping activities for forecasting and budget processes, including identification of process ownership, inputs, outputs, dependencies, control points, handoffs, documentation gaps and opportunities for standardization. Maintain alignment between process maps, forecast taxonomy, Archer process structures, governance artifacts and operational playbooks.

- (25%)Develop, maintain, and monitor forecast health measure that assess process adherence, documentation completeness, control execution, cycle readiness, timing, data and input availability, adjustment behavior, review and challenge completion, approval status and emerging governance risks. Prepare clear reporting, escalate material concerns and support remediation plans with process owners.

- (25%)Maintain Archer-related forecasting and budgeting issues, risk, control and process artifacts, including issue updates, action plan tracking, evidence collection, status reporting and coordination with control partners. Support governance routines that ensure issues are documented, monitored, escalated, remediated and closed in accordance with applicable standards.

- (20%)Minimum Qualifications High School Diploma or GED.
8-10 years of professional experience in finance, financial planning and analysis, forecasting, budgeting, governance, controls, risk management, audit, project management or equivalent, relevant work experience.

Experience with Archer, enterprise risk management tools, policy governance, process mapping, controls documentation, issue management, or audit remediation.

Preferred Qualifications Bachelor’s Degree in Finance, Accounting, Business Administration, Analytics, Economics, Risk Management or equivalent, relevant work experience.
10-13 years of professional experience in finance, governance, FP&A, forecasting, budgeting, controls, process improvement, or financial project management.

Experience building or enhancing governance frameworks, processes, and controls within financial services or other regulated environments.

Strong process mapping and documentation experience, including SOPs, procedures, and governance artifacts.

Skills Financial Governance Policy Management Process Mapping Documentation Review Forecast ManagementRSA Archer Microsoft Office Wrike Reports  To:
Director and above

Direct Reports: 0

Work Environment Normal office environment. Required to work onsite, full-time within 60 miles of a posted Bread Financial location.

Travel Ability to travel up to 5% annually

Physical and Mental Requirements To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and meet the physical, mental and…