IT Financial Analyst

First Roles; Charlotte (NC); On-site; USD 90,000 - 96,000; Full time

Job summary

Pyramid Consulting, Inc. seeks an IT Financial Analyst in Charlotte, NC for a 06+ month contract onsite. The role focuses on budgeting, forecasting, and financial reporting within Insurance IT, driving cost controls and application-level TCO.

The candidate will collaborate with global teams, perform cost allocations, and deliver monthly financials and accruals while supporting annual budgeting cycles. Strong communication and Excel skills are essential.

Qualifications

• Strong accounting fundamentals and monthly accruals, financial reconciliation, and cost allocation.
• Budgets, forecasts, actuals, and variance analysis.
• Advanced Excel skills: PivotTables, VLOOKUP/XLOOKUP, SUMIFS.
• Monthly financial reports and management reporting; identifying discrepancies.
• IT financial management: IT operating costs, TCO, software capitalization, project costing.

Responsibilities

• Support Production Support in Insurance IT by managing budget and providing management insights on financial results.
• Measure and manage total cost of ownership by application.
• Cost analysis/allocation and working with global teams.
• Create reporting packages and analytics for ad-hoc analyses.
• Ensure accruals, forecasts, and monthly financials align with expectations and support annual budget prep.

Skills

Accounting & Finance

Budgeting & Forecasting

Advanced MS Excel

Financial Reporting & Analysis

IT Financial Management

Problem Solving & Critical Thinking

Communication skills

IT operating models/SDLC

Education

Bachelor’s degree in Computer Science, Business, Analytics, Finance or related field

Tools

MS Excel

PowerPoint

Clarity

Ariba/FieldGlass

Job description

Immediate need for a talented IT Financial Analyst . This is a 06+ Months Contract opportunity with long-term potential and is located in Charlotte, NC (Onsite) .

Job ID:26-32684

Pay Range: $65 - $70/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

Key Responsibilities:

• This role will support our Production Support group in Insurance IT in managing budget, ensuring financials are accurate, and provide management insights into financial results.
• Measuring and helping manage total cost of ownership by application is a large part of this role.
• The position will also involve cost analysis/allocation, problem solving, and working with global teams.
• Attributes- a go getter, who doesn't sit on their hands if they do not know how to do something- asks questions, willing to learn, very strong communicator for presenting and dealing with high level stakeholders as well as team leads across the globe
• Ensure budget, forecast, and actuals align to expectations and partner with IT Finance to mitigate financial issues and roadblocks to IT delivery goals
• Meet monthly reporting and deliverable requirements around accruals, monthly financials/forecast, and annual budget preparation.
• Support workflow and review change requests to global support SOWs to ensure accuracy
• Communicate effectively (in writing and verbal) with stakeholders, navigating a fast pace, dynamic environment
• Create reporting packages to show summary of financial and operational metrics, and build analytics to support ad-hoc analysis
• Manage monthly accruals, validate financial reports, and develop corrective actions where needed
• Research and resolve questions around financial issues tied to, accruals, software capitalization, and project costing/reporting.

Key Requirements and Technology Experience:

• Top Must have Skills: Accounting & Finance: Strong accounting fundamentals, monthly accruals, financial reconciliation, and cost allocation.
• Budgeting & Forecasting: Managing budgets, forecasts, actuals, and budget-versus-actual variance analysis.
• Advanced MS Excel: PivotTables, VLOOKUP/XLOOKUP, SUMIFS, and financial data analysis.
• Financial Reporting & Analysis: Monthly financial reports, management reporting, identifying discrepancies, and corrective actions.
• IT Financial Management: IT operating costs, application Total Cost of Ownership (TCOA), software capitalization, and project costing.
• MS Office (Excel most important, Powerpoint second most important)
• PPM Tools like Clarity
• Ariba/FieldGlass or other vendor/contract management tools - helpful but not required
• Two-Five years’ experience in Technology, Finance, or related field
• Problem Solving & Critical Thinking key success factors in this role
• Understanding of IT operating models/SDLC
• Bachelor’s degree in Computer Science, Business, Analytics, Finance or related field
• Good written and oral communication skills
• Good accounting and finance as well as Excel skills are amust

Our client is a leading Financial services Industry and we are currently interviewing to fill this and other similar contract positions.

Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.