Lead Specialist, Financial Analysis – Enterprise Technology

• Serve as a strategic finance partner supporting senior Enterprise Technology leaders with budgeting, forecasting, technology spend management, and investment planning
• Lead or participate in large cross-functional projects
• Provide financial insight and ownership for strategic initiatives, including data validation, review, analysis, and reporting
• Review and interpret data to determine past performance and projected financial results for complex assignments
• Support planning and next steps for financial data
• Deliver financial analysis for two technology development teams
• Support and oversee actual financial reporting, forecasting, budgeting, and mid-term plan processes
• Collaborate with technology leaders and management on cost control
• Lead identification, execution, and tracking of efficiency initiatives and report progress against targets
• Create communications for complex messages for strategic and operational audiences
• Develop business relationships across management levels and partner with senior management to meet business goals
• Partner with financial analysts supporting tactical and operational levels of infrastructure technology development teams

• Bachelor’s degree in accounting or finance, or equivalent experience
• Ten years of financial analysis experience
• Experience in the insurance, financial services, or investment management industry
• Expert knowledge of accounting and finance
• Analytical and problem-solving skills
• Strategic thinking and ability to communicate business, market, and legislative issues at a macro level
• Organizational and prioritization skills, with ability to make timely decisions using appropriate information
• Excellent written, oral communication, and presentation skills
• Advanced computer skills in MS Office, Excel, and financial business systems
• Legal authorization to work in the U.S. without immigration sponsorship
• Preferred: CPA or advanced degree
• Preferred:
  Extensive knowledge of financial services and technology support
• Knowledge of GAAP principles
• Knowledge of Oracle ERP, Power BI, and/or Apptio

Demonstrates expertise in financial analysis, budgeting, and forecasting within the technology sector, while effectively communicating complex financial insights to senior management. Proven ability to lead cross-functional projects and drive efficiency initiatives in alignment with business goals.

• Financial Analysis
• Budgeting
• Forecasting
• GAAP Principles
• Oracle ERP

• Financial Analysis
• Budgeting
• Forecasting
• Accounting
• Data Validation
• Financial Reporting
• Strategic Thinking
• Analytical Skills
• Problem-Solving
• Cost Control

• Communication Skills
• Organizational Skills
• Prioritization Skills
• Presentation Skills
• Collaboration

• CPA
• Advanced Degree

• Insurance
• Financial Services
• Investment Management
• Technology Spend Management
• Efficiency Initiatives

• MS Office
• Excel
• Power BI
• Oracle ERP
• Apptio