IT Financial Management Advisor

AgWest Farm Credit; Spokane (WA); Presencial; USD 66.000 - 126.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision insurance

Vacation, sick leave, holidays + 3vol

Employee Assistance Program

Wellness Program

Jeans are welcome at work

Descripción de la vacante

AgWest Farm Credit in Spokane, WA, is seeking an IT Financial Management Advisor II/III to join the Information Technology group. The role leads budgeting, forecasting, cost transparency, and performance reporting to align IT spending with business outcomes.

The position requires strong financial modeling, advanced Excel skills, and the ability to partner with IT, Finance, and business stakeholders. Competitive base salary with annual incentive; relocation support is available.

Formación

• Bachelor's degree required or equivalent experience.
• 5–7 years in IT financial management, FP&A, TBM, or related field.
• Strong understanding of technology cost structures (software, cloud, labor, etc.).
• Translate complex financial information into clear insights for executives.
• Advanced Excel and data visualization tools experience.

Responsabilidades

• Lead annual and multi-year IT budgeting and forecasting activities with stakeholders.
• Establish planning calendars, data standards and submission requirements for operating expenses, capital, projects, cloud, software, and labor costs.
• Consolidate inputs, validate data, and prepare decision-ready views for leadership review and approval.
• Monitor spending against plan; identify risks and opportunities; coordinate corrective actions.

Conocimientos

Budgeting & Forecasting

Variance analysis

Financial modeling

Executive communication

Vendor management

Stakeholder collaboration

Educación

Bachelor's degree in finance, accounting, business administration, economics, information systems, data analytics, or related field

Master's degree in business administration, finance, accounting, information systems, or related field

Herramientas

Excel

PowerPoint

Word

Descripción del empleo

AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. AgWest is part of the 100+ year-old Farm Credit System – the leading provider of credit to American agriculture.

AgWest champions the growth and advancement of agriculture, the value of rural communities, and the vital contribution our customers make to the economy and society. We serve customers in 59 locations throughout the West.

We are in search of an IT Financial Management Advisor II or IT Financial Management Advisor III to join our Information Technology department in Spokane, Washington (Headquarters). This full-time position reports to the VP, Innovation and IT Planning and leads financial management, performance measurement and value realization practices that support informed technology investment and operational decisions across Information & Technology (I&T). The role partners with I&T leaders, Finance and business stakeholders to drive budgeting, forecasting, cost transparency, financial governance and performance reporting while aligning technology spending with business priorities and outcomes. The position provides actionable insights, leads continuous improvement of IT Financial Management, Technology Business Management, and FinOps-related practices and helps optimize the value of technology investments.

Compensation Information

The base salary range for this position in Spokane, Washington is:

Level II:
Typical starting range: $66,200 - $88,700
Full base salary range: $66,200 - $113,600
Annual performance-based incentive target is 10% of base.

Level III:
Typical starting range: $80,000 - $110,100
Full base salary range: $80,000 - $125,500
Annual performance-based incentive target is 12% of base.

*Relocation assistance will be provided to eligible candidates who must relocate to accept this position.

• II&T Financial Planning, Budgeting & Investment Management
  • Lead and coordinate annual and multi-year I&T budgeting and forecasting activities in partnership with I&T leaders, Finance, service owners, product owners, project leaders, Vendor & Partner Management and business stakeholders.
  • Establish and maintain planning calendars, assumptions, templates, data standards, review checkpoints and submission requirements for technology operating expense, capital investment, projects, products, cloud services, software, infrastructure, vendors, and labor-related costs.
  • Consolidate financial inputs, validate completeness and reasonableness, reconcile changes, document assumptions and prepare decision-ready views that support leadership review, investment prioritization, and approval.
  • Monitor actual and committed spending against plan, investigate variances, identify forecast risks and opportunities, and coordinate corrective actions with accountable leaders.
• Develop and maintain transparent views of I&T costs by service, product, application, project, vendor, platform, cost center, and other relevant business dimensions.
• Establish and mature FinOps practices for cloud and variable-consumption technology services in partnership with infrastructure, cloud, engineering, product, vendor, procurement, and Finance teams.
• Monitor technology spending, usage, commitments, reservations, licensing and unit economics, communicate trends and anomalies; and facilitate cross-functional cost optimization reviews.
• Identify and track opportunities to rationalize, optimize, avoid, or reduce costs while protecting service quality, resilience, security, and strategic outcomes.
• Performance Measurement, Value Realization & Reporting
  • Design, maintain, and continuously improve an I&T performance scorecard that combines financial, operational, delivery, vendor, capability maturity, stakeholder, and value-realization measures.
  • Link technology investments to expected outcomes, benefits, service improvements, risk reduction, and strategic objectives and partner with project, product and portfolio leaders to improve investment performance and post-implementation value tracking.
• Implement and administer ITFM tools and define and maintain I&T financial management policies, standards, procedures, roles, decision rights, controls, and evidence requirements in alignment with company policies and internal control expectations.
• Serve as the primary I&T financial management and performance subject-matter expert, facilitating financial and value conversations and developing communications, guidance, training, and tools that improve financial acumen, accountability, and decision-making across I&T.
• Continuously improve planning, reporting, data integration, and workflow processes, and monitor ITFM, TBM, FinOps and technology-planning practices to recommend pragmatic improvements suited to AgWest’s scale, maturity, and business needs.
• Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls.
• Other duties as assigned.

Travel Requirements

• AgWest employees may occasionally be asked to travel for conferences, training and/or all-staff or team meetings that fall outside the role's standard travel requirements.

Minimum Qualifications

• Bachelor's degree in finance, accounting, business administration, economics, information systems, data analytics, or a related field, or an equivalent combination of education and experience
• Generally, requires five to seven years' of progressively responsible experience in IT financial management, financial planning and analysis, technology business management, cloud financial management, technology portfolio management, or a closely related field
• Demonstrated experience leading budgeting, forecasting, variance analysis, financial modeling, management reporting, and business-partnering activities for technology or another complex service organization
• Strong understanding of technology cost structures, including software, cloud, infrastructure, labor, professional services, projects, vendors, and recurring services
• Ability to translate complex financial, operational, and technical information into clear insights, recommendations, and executive-level communications
• Advanced analytical skills with demonstrated ability to reconcile data from multiple sources, identify trends and anomalies, develop defensible assumptions, and maintain accurate financial models
• Strong knowledge of performance measurement, including defining KPIs, establishing targets and ownership, analyzing results, and communicating performance against expectations
• Strong relationship-management and facilitation skills, with the ability to collaborate across I&T, Finance, Accounting, Procurement, Accounts Payable, Legal, Risk, Internal Controls, business units, and external partners
• Strong project management, planning, organizational, time management, and follow-up skills, with the ability to manage recurring financial cycles and multiple competing priorities
• Advanced Microsoft Excel skills and strong proficiency with PowerPoint, Word, and data visualization or reporting tools
• Ability to maintain confidentiality, exercise sound judgment, constructively challenge assumptions, and explain the reasoning supporting financial recommendations

Preferred Qualifications

• Master's degree in business administration, finance, accounting, information systems, or a related field
• Experience establishing or maturing an ITFM, TBM, or FinOps practice
• Experience with technology cost allocation, service costing, unit economics, total cost of ownership, showback or chargeback, investment prioritization, and benefits-realization analysis
• Experience with cloud cost management, Azure cost and usage data, SaaS financial management, tagging governance, or consumption-based optimization
• Experience with TBM, enterprise planning, portfolio management, ERP, procurement, cloud cost-management, or financial-reporting platforms
• Proficiency with Power BI, SQL, data modeling, workflow automation, and integration of financial and operational data from multiple systems
• Knowledge of financial institution operations, internal controls, technology risk, third-party management, and regulatory expectations
• Relevant professional certification or training, such as Certified Technology Business Management Executive (CTBME), FinOps Certified Practitioner or Professional, CPA, CMA, CFA, FP&A, ITIL, COBIT, or PMP

Workplace Flexibility

• After an initial in-office training period, this position is eligible for workplace flexibility and a one-time home office stipend.

Benefits Offered by AgWest

• Medical, dental, and vision insurance
• Basic term life and AD&D insurance (fully paid for by the company)
• Paid days off annually: 15 vacation*, 15 sick, 12 holidays and 3 volunteer
• Employee Assistance Program
• Wellness Program
• Jeans are welcome at work every day at AgWest!

*Vacation accrual rates increase with tenure.

If hired, you will be required to provide proof of authorization to work in the United States. Applicants and employees will not be sponsored for work authorization, including but not limited to H-1B, OPT, CPT, TN, J-1, or STEM.

Job level and starting annual salary will be based on a variety of factors including but not limited to experience, education, certifications/licensure, internal equity, location, business needs and market demands. The listed compensation and benefits information is accurate as of the posting date. AgWest reserves the right to adjust compensation for all positions and modify or discontinue benefits programs at its sole discretion, subject to applicable law.

Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender orientation, national origin, marital status, age, disability, protected veteran status, or any other classification protected by law.