Senior Analyst, Financial (IT)

Senior IT Financial Analyst role serving as the key finance partner for capital and expense management across multiple IT portfolios.

Responsibilities

• Collaborate with portfolio leads and project managers to build monthly capital and expense forecasts that reflect expected business performance, including identified risks and opportunities.
• Track and reconcile financial activity by project and portfolio to support accurate reporting, adherence to budgeted spend, and correct accounting treatment.
• Produce monthly IT reporting with variance analysis and partner with IT Leadership to communicate portfolio status and overall financial performance and health.
• Prepare and audit capital expenditure request (CER) approvals, working with project managers and IT Leadership to understand upcoming initiatives.
• Attend CER review meetings and prepare documentation required for corporate finance.
• Handle asset disposal and write-off accounting for retired assets tied to new projects and for projects identified as end of life.
• Provide ad hoc analytical support to business partners, including development of financial models and detailed reporting to support the annual budget and long range plan.
• Help coordinate and consolidate the annual IT Portfolio budgeting and LRP process.
• Complete additional ad hoc analysis to address questions related to IT capital portfolio activity.
• Design and execute analysis for ad hoc questions using Excel and the PeopleSoft finance application.
• Summarize findings clearly and communicate results to executive leadership.

Requirements

• Bachelor's degree required, preferably with demonstrated superior college performance in an analytical field.
• 3–5 years of experience in a financial analysis and planning group.
• Strong working knowledge of GAAP and accounting methodologies.
• Strong analytical capability, including data synthesis, error checking, reconciliation of own work, and designing analysis to answer targeted questions.
• Detail-oriented approach with drive to get things right.
• Strong organizational skills.
• Experience with general ledger and accounts payable research and reconciliation, with complete understanding of debits/credits and accrual-based accounting.
• Ability to handle pressure and changing priorities in a fast-paced, dynamic environment.
• Trustworthy handling of confidential financial information.
• Reliability (attendance and timeliness) to support consistent daily reporting.
• Excellent communication skills.
• Ability to work independently and apply independent judgment.
• Strong Excel and Word skills, plus ability to learn back-end software applications, including PeopleSoft Financial Systems and Hyperion.

Technologies

• Excel
• PeopleSoft finance application
• PeopleSoft Financial Systems
• Hyperion

Location and Work Setup

• Dublin, CA (hybrid)
• #LI-Hybrid (regular in-office presence with the ability to perform duties using a combination of in-office and remote work)

Salary

• USD 81,000 - 121,800 per year

Physical Requirements / ADA

• Ability to work in an office environment, primarily on a computer.
• Requires sitting, standing, walking, hearing, talking on the telephone, attending in-person meetings, typing, and working with paper/files.
• Consistent timeliness and regular attendance.
• Vision requirements to see information in print and/or electronically.
• Regular in-office presence for in-person team interaction, meetings and collaboration, client support, mentoring, coaching, and/or feedback.

Competencies

• People; Building Effective Teams; Developing Talent
• Collaboration; Self; Leading by Example
• Communicates Effectively; Ensures Accountability and Execution; Manages Conflict
• Business; Business Acumen
• Plans, Aligns and Prioritizes; Organizational Agility
• Customer Focus; Dealing with Ambiguity; Integrity & Trust; Composure; Problem Solving; Listening
• Written Communications; Organization Agility; Strategic Agility; Time Management