Direct Bill Strategy Lead: Financial Modeling & Governance

The Senior Financial Analyst, Direct Bill Strategy & Allocations will support and help shape the

strategy for enterprise-level direct bill financial operations. This role will be responsible for

support, and financial analysis for enterprise vendor contracts, ELAs, AI tools, and other shared

technology agreements.

In addition to owning financial modeling and analytical execution, this position will serve as a

thought partner in designing a scalable, transparent, and well-governed direct bill model for the

organization. The analyst will help define how direct bill processes should evolve, how costs

should be allocated, how data should be governed, and how stakeholders should receive

visibility into charges, forecasts, and financial impacts.

This role requires strong financial modeling, allocation, analytical, and communication skills,

along with the ability to work across Finance, Vendor Management, Technology, Controllership,

Sourcing, and Segment teams.

Key Responsibilities

Direct Bill Strategy & Thought Leadership

• Help develop and refine the overall strategy for enterprise direct bill financial operations.

• Partner with leadership to design scalable processes for direct bill modeling, reporting,

documentation, governance, and stakeholder support.

• Recommend improvements to allocation methodologies, cost driver selection, data

governance, dashboard design, and financial transparency.

• Identify opportunities to standardize direct bill processes across enterprise vendor

contracts, ELAs, AI tools, and shared technology services.

• Serve as a financial thought partner on how direct bill should evolve as additional

contracts, vendors, and tools move under the team’s responsibility.

Financial Modeling & Allocations

• Develop, maintain, and enhance financial models used to allocate enterprise vendor

costs across segments, services, products, or business units.

• Create and support allocation methodologies based on contract terms, usage data,

license counts, service ownership, business rules, or other agreed-upon cost drivers.

• Validate allocation outputs to ensure accuracy, consistency, completeness, and

alignment with approved methodology.

• Analyze vendor spend and billing data to determine direct bill treatment, allocation logic,

and financial impact.

• Support model versioning, change tracking, and ongoing maintenance as contracts,

usage, and business requirements change.

Forecasting, Planning & Analysis

• Support forecasting and planning activities for enterprise direct bill vendor spend.

• Analyze actuals, forecast, budget, prior year, and allocation changes to explain key

drivers and variances.

• Help identify future financial impacts tied to contract renewals, usage growth, new tools,

• Prepare financial insights and recommendations to support leadership decisions.

• Maintain and enhance direct bill dashboards and reporting.

• Provide visibility into vendor costs, segment charges, allocation drivers, trends,

forecasts, and financial impacts.

• Support self-service reporting and improve stakeholder access to direct bill data.

• Identify data quality issues and partner with the appropriate teams to resolve

Documentation & Governance

• Create and maintain documentation for direct bill models, allocation methodologies,

assumptions, data sources, business rules, and process changes.

• Support governance around allocation decisions, methodology updates, stakeholder

reviews, and approvals.

• Ensure direct bill processes are repeatable, auditable, and clearly documented.

• Develop standard operating procedures and reference materials for direct bill activities.

Stakeholder Support

• Serve as a key point of contact for Segment Finance and business stakeholders

regarding direct bill charges, allocation methodology, dashboards, and cost changes.

• Translate complex financial models and allocation logic into clear, business-friendly

explanations.

• Partner with Vendor Management, Finance, Controllership, Sourcing, Technology, and

Segment teams to validate data and support accurate billing outcomes.

• Help resolve questions, disputes, or escalations related to direct bill charges.

Process Improvement & Automation

• Identify opportunities to reduce…