Billing Services and Transformation Financial Analyst – Senior Associate

The Global Technology Finance & Business Management team is seeking a senior associate to support the Billing Services and Transformation team.  This is a high-exposure opportunity as our Finance & Business Management teams ensure senior management across the firm have visibility into the significant budgets and forecasts the makeup global technology.

As a Billing Services and Transformation Financial Senior Associate on the Billing Services and Transformation team you will partner across the firm providing financial and strategic analysis, oversight, and coordination of budgeting and forecasting with a specific focus on Enterprise Technology allocations. The team is responsible for a wide range of activities including maintaining the technology demand capture tools; analyzing technology demand for budgets, actuals, and forecast; providing data and reporting to assist both Lines Of Business partners and technology product owners in understanding allocations; developing new reporting capabilities (e.g. dashboards), and advising the line of business and technology Chief Financial Officers on how to increase profitability and efficiencies.

Job responsibilities: 

• Partner with the technology teams in all areas of financial management with a focus on internal allocations including: budget planning, monthly forecasting and reporting, productivity tracking, run rate analysis, monitoring allocations, and cost recovery
• Manage annual/continual financial planning activities for product area allocations, providing business rationale and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
• Report on and monitoring key metrics, driving data quality initiatives across the product area, and help define future needs of the product area
• Develop and track performance metrics, create presentations, and provide financial analysis on a variety of topics to senior management
• Perform variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
• Help design new reports and dashboards to efficiently deliver the financial results to senior management
• Enhance controls and streamline processes, introducing automation where possible

Required qualifications, capabilities and skills: 

• Bachelor’s degree in Accounting, Finance or a subject of a technical nature
• 4 years of work experience, preferably in Financial Services, and/or accounting/controller background
• Advanced skills in Excel and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Inquisitive, enthusiastic and diligent, capable of challenging peers, and able to thrive and think clearly under pressure and tight deadlines
• Strong verbal and written communication skills with the ability to articulate complex issues clearly
• Ability to create ad hoc reporting for senior management
• Proven track record for executing on special projects / assignments with often little lead time or information
• Team player with the ability to be respected as a trusted partner for the Business, Finance, and Financial Planning & Analysis teams
• Highly motivated self-starter with excellent time management/prioritization skills
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely

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