Financial Analyst II – Expense Management

Role Overview

• Provides enterprise-wide governance and strategic oversight of expense management, ensuring disciplined investment decisions aligned with financial priorities and strategic alignment
• Support and help administer the enterprise Spend Approval process , ensuring consistency, transparency, and adherence to governance standards
• Provide independent financial analysis and challenge on material spend and investment requests
• Prepare executive-ready materials and summaries to support spend approval discussions and decisions
• Assess forecast impacts of approved spend and track actual outcomes versus expectations
• Partner with Line of Business (LOB) CFO teams and business leaders to ensure accurate, timely, and complete submission of spend approval requests
• Perform ad hoc analysis of operating and investment spend across the enterprise to identify trends, risks, and opportunities
• Track, analyze, and report on enterprise-wide expense efficiency initiatives
• Leverage and help develop automated reporting and analytical tools to improve process efficiency, data quality, and insight delivery

Requirements

• Bachelor’s degree in Finance, Business, Accounting, Economics, or a related field, or equivalent combination of education and experience
• One to four years of experience in financial analysis, budgeting, forecasting, or data management (internship experience considered)
• Demonstrated interest or experience in process improvement or process optimization
• Ability to work effectively in a fast-paced, evolving environment with competing priorities
• Strong analytical, interpersonal, and communication skills , both written and verbal
• Proficiency with Microsoft Office , particularly Excel and PowerPoint.
• Master’s degree in Finance, Business Administration, or a related field (preferred)
• Knowledge of financial services or large enterprise financial management practices (preferred)
• Experience with financial systems such as SAP, Hyperion, or similar platforms (preferred)
• Exposure to or experience with data, automation, or visualization tools such as Alteryx, Tableau, or Power BI (preferred)

Tech Stack

• Tableau

Benefits

• medical
• dental
• vision
• life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• no less than 10 days of vacation (prorated)
• 10 sick days (also prorated)
• paid holidays
• defined benefit pension plan (depending on the position)
• restricted stock units (depending on the position)
• deferred compensation plan (depending on the position)