Financial Planning Analyst

Insight Global (United States); Cleveland (OH); On-site; USD 110,000 - 140,000; Full time

Job summary

Insight Global in Cleveland is seeking a Senior Financial Analyst to lead end-to-end financial planning and analysis across the Digital & IT technology portfolios. This role provides strategic decision support for a $216M technology budget, delivering month-end performance reporting, forecasting, and actionable insights to senior leadership.

Partnering with Digital & IT leaders, the Senior Financial Analyst will oversee budgeting, forecasting, and variance analysis across run vs.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field
• Five or more years of experience in Finance; IT or technology finance experience strongly preferred
• Strong analytical and problem-solving skills with exceptional attention to detail
• Experience supporting large, complex budgets and senior leadership audiences
• Advanced Excel skills; experience working with Power BI dashboards
• Excellent written, verbal, and interpersonal communication skills
• Proven ability to build and maintain strong professional relationships across functions

Responsibilities

• Lead financial planning and analysis activities across Digital & IT portfolios
• Serve as the primary finance partner to Digital & IT leadership, aligning financial planning with technology strategy and operating priorities
• Manage the annual budget and forecast cycles for Digital & IT cost centers
• Track and analyze run vs. change spend (OPEX/CAPEX), identifying cost drivers, risks, and opportunities
• Prepare and deliver monthly and quarterly financial reporting, including consolidation and reconciliation of results
• Monitor spend variances and provide actionable insights to support corrective actions and optimized portfolio spend
• Support all Purchase Orders (POs) and Statements of Work (SOWs related to invoicing and vendor spend
• Strengthen financial governance by ensuring compliance with internal controls, audit requirements, and corporate policies
• Develop and enhance automated reporting, dashboards, and analytics using Power BI supported by Excel
• Collaborate cross-functionally with IT, Finance, Procurement, and other business units to ensure alignment and accuracy
• Maintain strong working relationships with technology peers, contractors, and business stakeholders

Skills

Finance analytics

Strong communication

Relationship building

Education

Bachelor’s degree in Finance, Accounting, or a related field

Tools

Power BI

Excel

Job description

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field
• Five or more years of experience in Finance; IT or technology finance experience strongly preferred
• Strong analytical and problem-solving skills with exceptional attention to detail
• Experience supporting large, complex budgets and senior leadership audiences
• Advanced Excel skills; experience working with Power BI dashboards
• Excellent written, verbal, and interpersonal communication skills
• Proven ability to build and maintain strong professional relationships across functions

Nice to Have Skills & Experience

• Experience with One Stream
• Experience supporting an enterprise company

Job Description

Insight Global is seeking a Senior Financial Analyst to lead end-to-end financial planning and analysis across the Digital & IT technology portfolios. This role provides strategic decision support across an annual $216M technology budget, delivering month-end performance reporting, forecasting, and actionable insights to senior leadership.

Partnering closely with Digital & IT leaders, the Senior Financial Analyst will oversee budgeting, forecasting, and variance analysis across run vs. change spend (OPEX/CAPEX). The role plays a critical part in strengthening financial governance, enhancing reporting automation and dashboards, and ensuring adherence to internal controls, policies, and audit requirements. This position supports 484 team members and collaborates with 27 Directors and 5 Corporate Vice Presidents on a recurring basis.

Key Responsibilities

• Lead financial planning and analysis activities across Digital & IT portfolios
• Serve as the primary finance partner to Digital & IT leadership, aligning financial planning with technology strategy and operating priorities
• Manage the annual budget and forecast cycles for Digital & IT cost centers
• Track and analyze run vs. change spend (OPEX/CAPEX), identifying cost drivers, risks, and opportunities
• Prepare and deliver monthly and quarterly financial reporting, including consolidation and reconciliation of results
• Monitor spend variances and provide actionable insights to support corrective actions and optimized portfolio spend
• Support all Purchase Orders (POs) and Statements of Work (SOWs related to invoicing and vendor spend
• Strengthen financial governance by ensuring compliance with internal controls, audit requirements, and corporate policies
• Develop and enhance automated reporting, dashboards, and analytics using Power BI supported by Excel
• Collaborate cross-functionally with IT, Finance, Procurement, and other business units to ensure alignment and accuracy
• Maintain strong working relationships with technology peers, contractors, and business stakeholders