IT Service Financial Analyst

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

The service financial analyst will support data management, processing, and transformation of the TBM model using the Apptio IT financial management solution. The role will use discretion to assist with operational functions and technical administration of the Apptio tool, including monthly data loads, validations, and mapping activities to ensure accurate expense alignment to the TBM Taxonomy. The analyst will serve as a liaison between IT and Finance teams, bridging the gap between technology solutions and financial reporting.

• 30% – TBM Platform Operations & Administration:
  Administers and supports operational functions of the Apptio TBM platform including troubleshooting platform issues, scheduled jobs, and processing failures.
• 30% – Data Integration, Mapping & Model Stewardship:
  Manages data ingestion, transformation, validation, TBM taxonomy alignment, service mappings, and allocation logic across platform domains.
• 15% – Platform Development, Automation & Optimization:
  Supports development and optimization of automated workflows, reporting structures, platform configurations, and operational efficiencies.
• 15% – Governance & Data Quality:
  Monitors data integrity, model consistency, governance compliance, and resolves data discrepancies and mapping issues.
• 10% – Stakeholder Enablement & Cross-Functional Support:
  Collaborates with IT, Finance, and operational teams to support TBM platform requirements and provide operational guidance to users.

Minimum Education:

Bachelor’s degree in Finance, Accounting, Business, Information Technology, Mathematics, Data Analytics or related field.

Minimum Experience:

Minimum 2 years of relevant experience in TBM function, IT Finance, FP&A, Data & Analytics, or IT Reporting.

• Strong financial modeling and analytical skills with experience in forecasting, budgeting and ability to interpret financial data and trends related to IT expenses.
• Strong understanding of core IT concepts.
• Experience with IT related expenses including software licenses & subscriptions, hardware and maintenance.
• Proficiency in Excel and financial analysis tools and software (e.g., Excel, accounting systems).
• Ability to interpret and build conditional logic and formulas.

Preferred certifications: IBM Apptio Costing Standard Administrator, Apptio Planning Standard, IBM Apptio Costing Standard Strategist, Certified TBM Executive. Preferred direct years of experience – 2-5 years of relevant experience in TBM function, IT Finance, FP&A, Data & Analytics, or IT Reporting.

• Basic understanding of TBM concepts.
• Administration experience with Apptio or other TBM platform tool.
• Experience building and maintaining allocation models, rules, and mapping structures.
• Experience with SQL, reporting tools such as PowerBI or Tableau, or basic automation/scripting capabilities.
• Experience manipulating and structuring large datasets, including exposure to data modeling or data architecture principles.
• Advanced Excel capabilities, including Power Query and complex formula development.

Hybrid expectations:
In-Office at least twice a week.

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.