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Investment & Financial Planning Analyst

Investment & Financial Planning Analyst

KellyMitchell GroupLebanon, NJ, United States
30+ days ago
Job type
  • Full-time
Job description

Job Summary :

Our client is seeking a Investment & Financial Planning Analyst to join their team! This position allows for applicants in Clinton, New Jersey or Manhattan, New York.

Duties :

  • Provide support to the Service Experience technology team in managing and executing planning objectives
  • Assist and drive strategy and planning activities, including governance tactics and processes in line with the team's defined operating plan / roadmap
  • Maintain accurate data in technology financial systems and assist with monthly financial reporting
  • Identify gaps within existing processes and recommend solutions to close them
  • Support the Planning Lead in maintaining the accuracy of workforce data
  • Demonstrate familiarity with IT Portfolio Management, including demand / capacity management and Integrated Planning and Analysis
  • Understand the Software / Technology Delivery Life Cycle
  • Possess strong written and verbal communication skills, with the ability to present confidently in front of peers and senior leaders
  • Capture, transform, and analyze raw data to draw conclusions and develop actionable recommendations

Desired Skills / Experience :

  • Bachelor's degree in finance or a related field-Required
  • 5+ years of experience in a similar role-Required
  • Must be highly proficient with MS Excel-VLookups, Pivot Tables-will be used daily for reporting
  • Familiarity with financial management concepts-Accruals and Capitalization
  • Experience with Apptio is required or similar technology financial management systems
  • Understanding of Agile development practices and tools, such as Jira is preferred
  • Benefits :

  • Medical, Dental, & Vision Insurance Plans
  • 401K offered
  • $16.80 - $24.00 (est. hourly)

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