Lead - Forecast Governance & Process Oversight Analyst

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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 elevate process health concerns, and support issue management activities in Archer.

• (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, elevate 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%)

• 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.

• 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.

• Financial Governance
• Policy Management
• Process Mapping
• Documentation Review
• Forecast Management
• RSA Archer
• Microsoft Office
• Wrike Reports

Director and above

0

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

Ability to travel up to 5% annually

To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and meet the physical, mental and work environment requirements. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions, absent undue hardship. Communicate/Hearing Communicate/Talking Stationary Position/Seated Typing/Writing Maintain focus in high pressure or fast-paced work environment

This job description is illustrative of the types of duties typically performed by this job. It is not intended to be an exhaustive listing of each and every essential function of the job. Because job content may change from time to time, the Company reserves the right to add and/or delete essential functions from this job at any time.

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