Business Experience & Planning Specialist - IT Financial Analyst

PNC; Birmingham (AL); On-site; USD 53,000 - 96,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Paid time off

Wellness program

Job summary

PNC is seeking a Business Experience & Planning Specialist - IT Financial Analyst to support the Enterprise Fraud Organization. Based in Birmingham, AL or other eligible U.S.

sites, you will enable planning, financial transparency, and governance across initiatives and workforce plans. You will partner with Finance, Technology and HR to fund, track, and report budgets and headcount, developing executive presentations with Power BI, Excel, SharePoint and Copilot to inform decisions.

Qualifications

• Financial management experience including budgeting, forecasting, reconciliation, and variance analysis.
• Experience building executive-level financial presentations for senior leaders.
• Ability to partner with Finance, Technology, and HR to align plans with governance requirements.
• Experience in banking or financial services is helpful.

Responsibilities

• Support planning and execution of Enterprise Fraud initiatives and workforce strategy.
• Partner with Finance to manage budgets, forecasting, reconciliation, and year-over-year planning.
• Ensure projects are funded, monitored, and aligned with roadmaps and governance.
• Collaborate with leaders across Enterprise Fraud, HR, and Technology on headcount alignment.
• Create and maintain approval packages and supporting documentation.
• Track workforce headcount and report variances against plans.
• Develop executive-level presentations and materials for senior leaders.

Skills

Budgeting

Forecasting

Variance analysis

Reconciliation

Cross-functional collaboration

Executive presentations

Education

Bachelor's degree

Tools

Power BI

Excel

SharePoint

Microsoft Copilot

Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Business Experience & Planning Specialist - IT Financial Analyst within PNC's Enterprise Fraud Organization, you can be based in Pittsburgh, PA; Birmingham, AL; Phoenix, AZ; Lakewood, CO; or Farmers Branch, TX.

Job Profile

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Business Experience & Planning Specialist - IT Financial Analyst within PNC's Enterprise Fraud Organization, you can be based in Pittsburgh, PA; Birmingham, AL; Phoenix, AZ; Lakewood, CO; or Farmers Branch, TX.

PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.

PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Job Description

The Business Experience and Planning Specialist supports the Enterprise Fraud Organization by enabling strong operational planning, financial transparency, and execution across key initiatives. This role partners closely with leaders across Enterprise Fraud, Technology, Finance, and Human Resources to ensure initiatives, contracts, and workforce plans are funded, tracked, and governed effectively.

The role blends financial acumen, operational rigor, and strong communication skills to help leaders make informed decisions and move work forward efficiently.

Core Responsibilities

• Support planning and execution of Enterprise Fraud Organization initiatives, contracts, and workforce strategy
• Partner with Finance to manage the operational budget, including tracking, forecasting, reconciliation, and year‑over‑year planning
• Ensure projects are properly funded, monitored, and aligned with approved financial plans, roadmaps, and governance requirements
• Partner with Enterprise Fraud Organization leaders, human resource partners, and technology partners to ensure accurate headcount alignment, labor capitalization, and cost allocation
• Create and manage approval packages, including financial presentations, business cases, and supporting documentation
• Create and maintain Jira tickets to support initiatives, contracts, and approvals in partnership with project management, product owners, sourcing, and contract owners
• Track workforce headcount and report variances against approved plans
• Capture meeting notes, decisions, and approval evidence; ensure next steps and follow‑up actions are clearly documented and executed
• Develop executive‑level presentations and materials for senior leaders across the Enterprise Fraud Organization
• Support continuous improvement of planning, reporting, and governance processes using tools such as Power BI, Microsoft Excel, SharePoint, and Microsoft Copilot
• Collaborate effectively across Technology, Finance, and Human Resources in a highly regulated, enterprise environment

Preferred Skills And Experience

• Financial management experience, including budgeting, forecasting, reconciliation, and variance analysis
• Accounting or finance background strongly preferred, with understanding of both operational and project‑based financials
• Advanced Microsoft Excel skills, including formulas, accounting functions, and data analysis
• Experience building, maintaining, or consuming Power BI dashboards for financial or operational reporting; strong understanding of Power BI concepts is required even if not a primary dashboard builder
• Experience working cross‑functionally in a regulated or large enterprise environment
• Proficiency with SharePoint and modern productivity tools, including Microsoft Copilot
• Experience creating executive‑level presentations and communicating financial information to non‑financial audiences
• Strong attention to detail, organization skills, and follow‑through
• Clear, professional communication skills and comfort working with senior stakeholders
• Willingness to learn, adapt, and take on new challenges; a positive, proactive attitude is essential
• Experience in banking or financial services is helpful, particularly in environments with formal forecasting, funding governance, and regulatory controls

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Qualifications

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

Preferred Skills

Business Development, Business Intelligence (BI), Competitive Advantages, Competitive Strategies, Data Integration, Data Mining, Financial Analysis, Microsoft Power Apps, Microsoft Power Business Intelligence (PBI), Strategic Planning

Competencies

Accuracy and Attention to Detail, Analytical Thinking, Business Process Design, Data Gathering and Analysis, Effective Communications, Planning: Tactical, Strategic, Problem Solving, Strategic Thinking

Work Experience

Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

Education

Bachelors

Certifications

No Required Certification(s)

Licenses

No Required License(s)

Language Assessments

No Required Or Preferred Language Assessments

Pay Transparency

Base Salary: $52,500.00 – $96,250.00

Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.

Application Window

Generally, this opening is expected to be posted for two business days from 07/13/2026, although it may be longer with business discretion.

Benefits

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.

Disability Accommodations Statement

If an accommodation is required to participate in the application process, please contact us via email at [e-mail]. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

Equal Employment Opportunity (EEO)

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

California Residents

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.