IT Service Financial Analyst

Service Financial Analyst

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!

Position Overview:

The service financial analyst will support data management, processing, and transformation of the TBM model using the Apptio IT financial management solution. This role will use discretion to assist with operational functions and technical administration of the Apptio tool, including monthly data loads, validations, and mapping activities to ensure accurate expense alignment to the TBM Taxonomy. The analyst will serve as a liaison between IT and Finance teams, bridging the gap between technology solutions and financial reporting.

Essential Responsibilities:

Note: Please include the weighted % for each responsibility. Each responsibility should be weighted at least 10%. This list is not intended to be exhaustive but should represent actions which lead to a business result. Please include highest priority first, descending in importance/impact. Limit responsibilities to 6 bullet points.

• 30% - TBM Platform Operations & Administration: Administers and supports operational functions of the Apptio TBM platform including troubleshooting platform issues, scheduled jobs, and processing failures.
• 30% - Data Integration, Mapping & Model Stewardship: Manages data ingestion, transformation, validation, TBM taxonomy alignment, service mappings, and allocation logic across platform domains.
• 15% - Platform Development, Automation & Optimization: Supports development and optimization of automated workflows, reporting structures, platform configurations, and operational efficiencies.
• 15% - Governance & Data Quality: Monitors data integrity, model consistency, governance compliance, and resolves data discrepancies and mapping issues.
• 10% - Stakeholder Enablement & Cross-Functional Support: Collaborates with IT, Finance, and operational teams to support TBM platform requirements and provide operational guidance to users.

Required Education & Experience (Knowledge, Skills, & Abilities):

• Minimum Education: Bachelor's degree in Finance, Accounting, Business, Information Technology, Mathematics, Data Analytics or related field required
• Minimum Experience: Minimum 2 years of relevant experience in TBM function, IT Finance, FP&A, Data & Analytics, or IT Reporting.
• Required Skills:
• Strong financial modeling and analytical skills with experience in forecasting, budgeting and the ability to interpret financial data and trends related to IT expenses.
• A strong understanding of core IT concepts
• Experience with IT related expenses including software licenses & subscriptions, hardware and maintenance.
• Proficiency in Excel and financial analysis tools and software (e.g., Excel, accounting systems).
• Ability to interpret and build conditional logic and formulas

Preferred Education & Experience (Knowledge, Skills, & Abilities):

• Preferred certifications:
• IBM Apptio Costing Standard Administrator,
• Apptio Planning Standard
• IBM Apptio Costing Standard Strategist
• Certified TBM Executive
• Preferred direct years of experience 2-5 years of relevant experience in TBM function, IT Finance, FP&A, Data & Analytics, or IT Reporting.
• Preferred Skills:
• Basic understanding of TBM concepts.
• Administration experience with Apptio or other TBM platform tool.
• Experience building and maintain allocation models, rules, and mapping structures.
• Experience with SQL, reporting tools such as PowerBI or Tableau, or basic automation/scripting capabilities
• Experience with IT related expenses including software licenses & subscriptions, hardware and maintenance.
• Experience manipulating and structuring large datasets, including exposure to data modeling or data architecture principles.
• Advanced Excel capabilities, including Power Query and complex formula development.

Job Environment & Physical Requirements:

• Hybrid expectations: In-Office at least twice a week

SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.

Disclaimer

State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.