Sr. Financial Planning Analyst - Technology Support

Job#: 3014868

Job Description:

JOB DESCRIPTION

Position Title: Sr. Financial Planning Analyst - Business Management Office within Technology

Large Banking Client

Location: Dallas, TX or Columbus, OH

Remote Fridays - 4 days in-office 8-5 pm CT,

Duration: 12+ months

Job Summary: We are seeking an experienced Senior Financial Planning Analyst to join our Business Management Office ("BMO") within the Office of the CIO at our client. The BMO currently supports certain verticals within Technology, but over time, will support all verticals to provide the CIO with a full landscape of the business operations of Technology. As the BMO grows to support all of technology, existing processes and reporting must be improved upon and automated to scale and be repeatable, where able. The BMO seeks to hire this critical role to reinforce the existing team with both leadership and delivery of existing and routine deliverables while also looking for efficiency gains to scale.

The ideal candidate will have at least 8 years of experience with analysis in both Finance and Operations, preferably within a financial services organization or within a technology line of business supporting a financial services enterprise. This individual will work closely with Technology teams and stakeholder groups like Finance and Accounts Payable, among others, to deliver routine operational reporting while improving the underlying reporting structures to drive BMO team efficiency. As the candidate grows, they will move from an individual contributor role to a lead role within the team. The candidate will need to have a strong background in Tableau and PowerBI, and familiarity with ServiceNow.

Key Responsibilities:

• Lead and manage business analysis efforts for Technology, specifically expense management and budgeting.
• Collaborate with internal stakeholders (Finance and Technology teams) to review new budget and approval to spend requests, to ensure alignment to existing financials:
  • Able to offer guidance and best practices while collaborating; requires strong executive presence.
• Facilitate meetings, presentations, and updates for senior management and other key stakeholders. Able to lead by influencing these stakeholder groups.
• Very detail oriented.
• Manage and update budget items throughout the year; able to analyze and understand changes and impacts based on movement in the budget.
• Assist BMO team lead(s) by providing support and oversight to junior team members and assisting as lead when needed.
• Ability to query databases, perform data validation, and troubleshoot reporting anomalies.
• Act as a point of contact for the BMO, ensuring excellent customer service to internal stakeholders while balancing efficiency.
• Able to manage competing priorities and deadlines in a fast-paced environment while understanding the underlying risks to help re-prioritize work.
• Able to create new business processes and continuously improve upon existing processes, reports, and methodologies to increase efficiency and quality of deliverables.
• Ability to be detail-oriented but also understand and communicate the key messages hidden in the data to face off with various Technology leaders.

Required Qualifications:

• Minimum of 8 years of experience in financial analysis within the banking or financial services sector. However, this is not a finance role.
• Strong communication skills, verbal and written, with the ability to present complex technical information to non-technical stakeholders; ability to draw out key messages from the data while tying the data back to business needs of the Technology team - identifying the 'so what'.
• Strong data analysis experience and knowledge of expense management and budgeting processes.
• Able to lead and coach team members.
• Critical thinker with strong organizational skills and detail-oriented with a strong focus on quality and accuracy.
• Demonstrated ability to manage multiple efforts concurrently while ensuring high-quality, on-time delivery.
• Ability to thrive in a fast-paced environment, manage competing priorities, and work independently.

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click for more details.

Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.