Financial Portfolio Analyst

Insight Global; Orlando (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

Insight Global in Orlando, FL is seeking an IT Financial Analyst to support the financial management of the IT department. The role focuses on monitoring expenditures, budgeting, and consolidating capital and expense forecasts for management review.

Key duties include financial reporting, variance analysis, budget and forecast maintenance, and collaboration with IT leadership to ensure accurate accounting and governance. 5+ years in accounting/finance and SAP familiarity are preferred.

Qualifications

• 5+ years experience in Accounting and/or Finance.
• Working knowledge of SAP preferred.
• Experience managing budget of 5 to $10M+ in complex IT organization.
• Expertise in accounting principles with extensive understanding of establishing, documenting, and tracking budgets.
• Knowledge of the PMI project lifecycle.

Responsibilities

• Oversee finance and budget responsibilities for the IT department.
• Prepare reporting and financial analysis for IT management including explanations of variances to forecast, plan, and prior periods and other ad hoc analysis.
• Prepare and present timely periodic financial statements summarizing department's financial status.
• Track and manage resources and costs in the capital and expense budget and forecasts for assigned areas, including both operational and project spend.
• Consolidate financials for IT organization, providing monthly updates to IT management.
• Review invoice coding and validate against budgets and forecasts.
• Utilize financial systems and PPM tool to research and reconcile financial and resource allocation discrepancies.
• Track risk and opportunities and communicate updates to management.
• Prepares and provides departmental budgets and forecasts.
• Maintains budget tracking tools and monitors budget expenditures.
• Manages fee structures.
• Forecasts potential gains and losses; periodically updates and evaluates forecast accuracy throughout the year.
• Tracks invoices and billings.
• Opens purchase requisition as requested by project team.
• Tracks purchase orders.
• Receives invoices, ensuring compliance with finance policy.
• Liaises with Accounts Payable and vendors to rectify payment issues.
• Provides mentoring to fellow IT Analysts, as well as expertise and guidance

Skills

Excel

Budgeting

Forecasting

VBA

Power Query

Tools

SAP

PPM tool

Job description

Job Description

IT Financial Analyst will support the financial aspects of the IT department, including monitoring departmental expenditures to ensure that activities are completed within budgetary constraints. They will work with IT management to ensure business solutions and resources are budgeted and capital and expense items are accounted for correctly. They will also be responsible for monthly consolidation of capital and expense forecasts for the IT management's review.

• Oversee finance and budget responsibilities for the IT department
• Prepare reporting and financial analysis for IT management including explanations of variances to forecast, plan, and prior periods and other ad hoc analysis, as requested
• Prepare and present timely periodic financial statements summarizing department's financial status
• Track and manage resources and costs in the capital and expense budget and forecasts for assigned areas, including both operational and project spend
• Consolidate financials for IT organization, providing monthly updates to IT management
• Review invoice coding and validate against budgets and forecasts
• Utilize financial systems and PPM tool to research and reconcile financial and resource allocation discrepancies
• Track risk and opportunities and communicate updates to management
• Prepares and provides departmental budgets and forecasts
• Maintains budget tracking tools and monitors budget expenditures
• Manages fee structures
• Forecasts potential gains and losses; periodically updates and evaluates forecast accuracy throughout the year
• Tracks invoices and billings
• Opens purchase requisition as requested by project team
• Tracks purchase orders
• Receives invoices, ensuring compliance with finance policy
• Liaises with Accounts Payable and vendors to rectify payment issues
• Provides mentoring to fellow IT Analysts, as well as expertise and guidance

Skills and Requirements

Proficient in excel - VBA, Powerquery, Power lookups, etc5+ years experience in Accounting and/or FinanceWorking knowledge of SAP preferredExperience managing budget of 5 to $10M+ in complex IT organizationExpertise in accounting principles with extensive understanding of establishing, documenting, and tracking budgetsDemonstrated knowledge of capital and expense budgeting, forecasting and monthly accrualsKnowledge of the Project Management Institute (PMI) project lifecycle

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [e-mail].