Senior IT Financial Systems Analyst

Alliant Insurance Services; Irvine (CA); Vor Ort; USD 110.000 - 140.000; Vollzeit

Zusammenfassung

Alliant Insurance Services in Irvine, CA is seeking an FP&A professional to partner with IT, Finance, and Accounting teams. You will budget, forecast, report, and analyze project costs using ServiceNow SPM to track IT investments across portfolios.

The ideal candidate has a Bachelor's degree in accounting/finance and 5+ years in FP&A, preferably with IT/technology portfolios, and strong Excel skills. Experience with ServiceNow is a plus; relocation assistance may be available.

Qualifikationen

• Bachelor’s degree in accounting, finance, economics, mathematics, or related field
• 5+ years of FP&A experience
• Experience supporting Information Technology organizations or technology portfolios
• Hands-on experience with ServiceNow, including Strategic Portfolio Management (SPM)

Aufgaben

• Coordinate and consolidate IT portfolio budgeting and long-range planning processes, including assumptions and executive presentations
• Perform month/quarter/year-end financial analysis and explain the narrative behind the numbers
• Track and reconcile financial activity by project and portfolio in ServiceNow SPM
• Partner with project managers to improve financial visibility into investments and outcomes
• Develop moderate to complex financial models to analyze initiatives
• Prepare IT utilization reports for business units via ServiceNow
• Maintain integrity of financial systems used for analysis with Accounting
• Identify and implement process improvements to reduce errors and increase productivity
• Complete special projects to support corporate objectives
• Review IT expenses to ensure accurate coding

Kenntnisse

FP&A expertise

IT budgeting

ServiceNow SPM

Advanced Excel

Financial modeling

Ausbildung

Bachelor’s degree in accounting/finance/economics/mathematics

Jobbeschreibung

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

SUMMARY

Serves as a key business partner between IT, Finance, and Accounting teams, providing financial planning, budgeting, forecasting, reporting, and project cost analysis support. Utilizes strong FP&A and accounting experience along with ServiceNow Strategic Portfolio Management (SPM) to track IT financial management processes and activity. Plays a critical role in analyzing technology spend, tracking project costs, supporting capital and operating budgets, and ensuring accurate financial reporting across the IT portfolio.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Assists in coordinating, preparing, and consolidating the annual IT portfolio budgeting and long-range planning process, including assumptions, templates, submissions, review, and executive presentation.
• Performs month-end, quarter-end, and year-end financial analysis, including budget versus actual reporting, along with clearly articulating to management the narrative behind the numbers.
• Tracks and reconciles financial activity by project and portfolio in ServiceNow SPM to ensure accuracy, adherence to budget, proper accounting, and reliable reporting.
• Partners with project managers and operational leaders to improve financial visibility into project investments and outcomes.
• Independently constructs moderate to complex financial models to analyze the impact of current and proposed company initiatives.
• Prepares and analyzes IT Utilization reports to business units through ServiceNow.
• Partners with Accounting to develop and maintain integrity of financial systems used for analysis.
• Proactively identifies areas for process improvement and implements methods to reduce error rates and maximize productivity and efficiency.
• Completes special projects as assigned to support corporate objectives.
• Reviews IT expenses to ensure accurate coding.

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Bachelor's degree in accounting, Finance, Economics, Mathematics, or a related field; or an equivalent combination of education and experience
• Five (5) or more years of related work experience, specifically in a FP&A role
• Experience supporting Information Technology organizations or technology portfolios
• Hands-on experience using ServiceNow, with exposure to Strategic Portfolio Management (SPM)

SKILLS

• Strong understanding of financial computer systems and data systems
• Strong understanding of project-based accounting concepts and financial reporting
• Technical understanding of data structure, data mining, and reporting processes
• Knowledge of IT financial management practices, including capital planning and operational expense management
• Proficient in Microsoft Office products with advanced Excel skills and familiarity with Access
• Excellent verbal and written communication skills and polished presentation skills
• Strong planning, organizational, and time management skills
• Strong ability to interpret and analyze financial statements
• Strong mathematical ability
• Ability to prioritize multiple concurrent assignments and complete work by required due dates
• Ability to interact professionally with employees across all levels of organization
• Highly proactive and actively seeks opportunities for process improvement
• Works independently with minimal supervision and as a member of a team

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law. Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits