Financial Analyst Portfolio Manager for NA Technology
7 days ago
This is a dynamic role that will support the financial functions for departments within North America Technology (NA Technology). As part of the Portfolio Controller team for NA Tech, you will be involved in assisting NA Tech departments with the completion of financial deliverables and compliance to Clarity standards and best practices.
The ideal candidate will have strong analytical skills and attention to detail but also the ability to report out at a summary level. Much of the work is deadline-oriented and requires a highly organized individual who can review and understand results, compare results to plans, and determine variance drivers.
This position will require you to understand established standards/procedures and hold others accountable to ensure the accuracy of financial results and compliance to standards.
Key Responsibilities:- Work closely with Tech and Project Managers to ensure the update of resource allocations for all resources within a Technology group to align with both capital and expense projects within the department's approved budget.
- Assist Technology teams in adhering to standards and timelines related to various Clarity activities, including Idea creation for Annual Planning, maintaining projects and tasks, as well as onboarding/deactivation of resources in a timely manner.
- Analyze monthly financial results identifying variances from plan or errors to provide updates to CIOs and tech leads.
- Collaborate with the IT Finance department on monthly reporting and other financial deliverables, as well as ad hoc requests for assistance.
- Participate in annual planning with IT delivery leads, project managers, and IT Finance.
- Prepare monthly, quarterly, and annual project portfolio reports in an accurate and timely manner.
- Support the contract and invoice processes, including submission, budget adherence, governance approval, and tracking.
- Bachelor's degree or equivalent experience.
- Previous experience completing financial analysis and planning reporting results, including providing recommendations based on results.
- Capable of interpreting and comprehending financial results.
- Proficient with Microsoft Office, specifically Excel.
- Ability to work effectively in a deadline-oriented environment on multiple tasks, ensuring that due dates and deadlines are met.
- Must be detailed-oriented with an ability to analyze data in a complex environment with numerous interconnected data sources.
- Excellent interpersonal and communication (verbal and written) skills.
- Excellent organizational, analytical, and problem-solving skills.
- Ability to work independently and identify priorities and schedule tasks appropriately.
- Ability to work effectively with internal and external departments/teams and leverage knowledge of others.
- Familiarity with Clarity, PeopleSoft Financial, Apptio, and SharePoint.
- Knowledge of insurance operations and project management is a plus.
We estimate the salary range for this position to be between $85,000 - $115,000 per year, depending on qualifications and experience.
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