Senior IT Financial Analyst — TBM & Tech Finance Leader

Zohorecruit; Charlotte (NC); Hybrid; USD 120,000 - 165,000; Full time

Job summary

Axiom Path is recruiting on behalf of a major global financial institution to join its Technology Business Management team in Charlotte.

The Senior IT Financial Analyst will lead budgeting, forecasting, and executive reporting across technology; collaborate with Finance, PMO, Risk, and Compliance; deliver dashboards and regulator-facing materials in a fast-paced, highly regulated environment.

Qualifications

• 10+ years of experience in technology finances or related roles.
• Strong budgeting, forecasting, variance reporting skills.
• Advanced proficiency in Excel and PowerPoint.
• Ability to develop executive-ready presentations.
• Experience with IT finance within financial services or consulting.
• Familiarity with Power BI, Tableau, or Visio preferred.
• Knowledge of TBM/Apptio or ServiceNow is a plus.
• Experience with technology portfolio management and vendor spend analysis.

Responsibilities

• Lead technology budget preparation, forecasting, expense analysis, and financial tracking.
• Partner with Finance to analyze tech expenditures and explain financial drivers.
• Coordinate consultant requests, headcount requisitions, onboarding, and workforce tracking.
• Develop executive presentations and materials for senior leadership and regulators.
• Build dashboards and scorecards to monitor technology KPIs and financial performance.
• Collaborate with PMO on financial transactions across the IT portfolio.
• Work with Procurement on vendor contracts and expenditures.
• Support Risk, Compliance, Audit and HR on departmental requirements.
• Contribute to Total Cost of Ownership initiatives and technology transformation.
• Coordinate ongoing improvement initiatives across IT Business Management.

Skills

Budgeting

Forecasting

Expense analysis

Variance reporting

Executive communication

Project management

Data analytics

Stakeholder management

Independent worker

Tools

Microsoft Excel

Microsoft PowerPoint

Power BI

Tableau

Visio

Apptio TBM

ServiceNow

Job description

Axiom Path is recruiting on behalf of a major global financial institution to join its Technology Business Management team in Charlotte.

The Senior IT Financial Analyst will lead budgeting, forecasting, and executive reporting across technology; collaborate with Finance, PMO, Risk, and Compliance; deliver dashboards and regulator-facing materials in a fast-paced, highly regulated environment.