Leads team to analyze weekly/monthly financials, forecast trends, to identify financial risk and opportunities as well as coordinate corrections in cooperation with CFO
Leads the continuous budgeting and pricing exercise for an entire CoSA or Functional Area to provide CFO an accurate and complete budget for the upcoming year in accordance with CFO and corporate timelines
Analyzes entire function of POs, Invoices, and financial trend to ensure complete entry or accrual of expenses monthly
Monitors, analyses, forecasts, reconciles and corrects purchases, leases, accruals, capital assets, and depreciation
Establishes process and procedures for Financial BAs
Interprets Risk and Controls required and institutes solutions
Provides training to new managers and interacts with all levels of Executive Management
Ensures the entire function’s workforce tracking and reporting is accurate, including OneSource position maintenance, 3P tracking, Agile team analysis, and forecasting
Creates new funding requests across all departments – creating forecast and writing executive summary and outcomes
Leads the team in establishing a financial reporting cadence to senior management
Handles all financial and workforce related activities related to department and unit changes (re-orgs, unit changes, etc.) and works on multiple department initiatives
Consolidates expenses to a service level across departments and at the whole IT Infrastructure Services Function level and understands the relationship with the Services’ billing at a rate card level
Evaluates under and over-recovery of service expenses
Assists Service Owners in analyzing and forecasting what is required to bring expenses back into alignment
Applies deep understanding of Market Comp calculations and intermediary between CFO and departmental managers as threshold breaches are forecasted or occur
Reviews trend analysis and quantitative reports to recommend to interpret results and providing expert level advice based on the data results and long-term financial planning initiatives
Consults with the business to identify the type of technical and business resources needed, and provides solutions that are financially aligned with project budget and schedule plans
Serves as a mentor to team members on escalated issues of a complex nature
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
Requirements
Bachelor's degree in Business, Accounting, Finance, Information Technology, or a related field; OR 4 years of related experience may be substituted in lieu of degree
8 years of related financial process experience to include experience with expense budgeting and forecasting practices to include 1 year of direct experience in financial management related to infrastructure
Experience with the application of Technology Business Management methodologies
SME with Apptio or comparable technology business management application
Expert understanding of Information Technology terminology and financial processes
Expert experience with finance and accounting within an IT organization
SME in application of budget management, reporting and/or forecasting best practices
Demonstrated leadership and oversight experience of budget management routines across a team environment
Demonstrated ability to lead and coach others in the understanding and leveraging of established financial processes
Advanced facilitation, collaboration and consensus building skills, with extensive experience in presenting to cross-functional teams and Senior/Executive leaders
Benefits
comprehensive medical, dental and vision plans
401(k)
pension
life insurance
parental benefits
adoption assistance
paid time off program with paid holidays plus 16 paid volunteer hours
various wellness programs
career path planning and continuing education
Technology Business Analyst Lead at USAA | JobVerse