Location: Cary,NC, USA
Job Description: Financial Analyst
Hybrid schedule: Cary, NC (3 days in the office, 2 days working from home)
Required Skills:
• 3-5 years of work experience in IT or Financial Management
• 3-5 years of project and program management experience, including proven track record managing high-priority projects in a complex, sophisticated customer and competitive environment.
• 3-5 years of experience in Cost Modeling for large transformational programs
• Agile/Lean Portfolio Management certifications
• Ability to communicate with Senior level stakeholders
• Ability to work within cross-functional teams
• MS Office/Excel Intermediate Proficiency
Role Value Proposition:
We are seeking an experienced Financial Analyst for the Financial Enablement Team driving Lean portfolio management within the US Technology organization
As a Financial Analyst you bring positive energy as you analyze and monitor portfolio execution and financials for US Technology Portfolio. This role will serve as a financial specialist with a focus as it relates to IT financial management, capacity utilization, resource management, change management, and building and encouraging strong relationships with partner teams through the program lifecycle (planning, business case approval, implementation, and finally closure where business benefits are delivered). The ideal candidate will have polished business and financial acumen.
Key Responsibilities:
Proactively govern UST financials, develop reporting, and distribute them as needed for financial reviews.
o Provide portfolio analysis on resource plan and hiring, and disseminate information to Resource Managers
o Actively partner with IT Relationship Management, GOSC, Vendor/Suppliers, and cross-functional Partners (Group Benefits) on evaluation of demand, spending, and impacts within given deadlines for financial close dates monthly
o Respond to ad hoc queries in an efficient, thorough, and timely manner
o Research and analyze various resource planning estimates and trajectories by monthly, and quarterly analysis
o Proactively govern program financials and develop Lean financial models and cost projects for Senior leadership and partners.
o Develop and execute a program change control, risk management, and communications strategy
Essential Business Experience and Technical Skills:
Required:
• 3-5 years of work experience in IT or Financial Management
• 3-5 years of project and program management experience, including proven track record managing high-priority projects in a complex, sophisticated customer and competitive environment
• Agile/Lean Portfolio Management certifications
• Organizational intelligence and strong influence management/cross-functional leadership skills; adept at working in a matrixed structure
• Powerful presentation and communication skills with extensive experience providing communication to senior leaders
• Polished business & Financial acumen
• Ability to balance multiple responsibilities and achieve results in a complex, performance-oriented environment
• Ability to learn new concepts and tasks quickly, work under pressure, and meet deadline requirements in a fast-paced, dynamic environment
• Strong quantitative skills and a high proficiency in Excel, MS Office, and Power point
• Strong leadership competencies must be displayed in the areas of creating partnerships, driving results, and motivating people
• Demonstrated capability for problem-solving, decision making, sound judgment
Preferred:
• Experience working in Financial Services, Insurance and/or Banking experience is preferred
• Bachelor's degree in Computer Science, Information Systems or related discipline; Master's, MBA, and/or PMP certification