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-Required5+ years of experience in a similar role-RequiredMust be highly proficient with MS Excel-VLookups, Pivot Tables-will be used daily for reportingFamiliarity with financial management concepts-Accruals and CapitalizationExperience with Apptio is required or similar technology financial management systemsUnderstanding of Agile development practices and tools, such as Jira is preferredBenefits :
Medical, Dental, & Vision Insurance Plans401K offered$16.80 - $24.00 (est. hourly)