Job Summary: 

• Responsible for the tracking of IT expenses incurred by the Insurance segment, either directly or through allocations from Client Capital Group
• Partner with IT leadership to understand upcoming projects and assist with budgeting
• Liaison between IT and Finance to ensure open and fluid communication
• Prepare IT expense tracker and other management reports 
• Assist the CIO and the IT Steering Committee in tracking spending compared to the budget
• Assist in the cost-benefit analysis of any large expenditures
• Support the IT Steering Committee including meeting material preparation
• Collaborate and communicate with Client Cap Services on IT pass-through expenses
• Review and code invoices for proper recording of IT expenses
• Maintain and update project codes in the Great Plains General Ledger

Skills on Resume: 

• Expense Tracking (Hard Skills)
• Budget Management (Hard Skills)
• Financial Analysis (Hard Skills)
• Project Coordination (Soft Skills)
• Communication (Soft Skills)
• Reporting (Hard Skills)
• Invoice Processing (Hard Skills)
• Collaboration (Soft Skills)

Job Summary: 

• Track expenses at the detail reporting level required by IT management
• Assist with the Cost Allocation report, ensuring that the IT metrics (headcount, etc.) are updated and accurate to produce appropriate IT allocations
• Assist with IT accruals necessary for quarter close
• Work closely with the Finance Manager to maintain proper fixed asset records
• Assist with monthly and quarterly journal entries for expenditures and accruals 
• Assist with quarterly variance analyses (actuals vs. prior year and budget)
• Maintain, improve, and create financial models to forecast and analyze technology expenses and ROI
• Prepare ad-hoc reports, special projects, and presentations for various internal stakeholders including Technology, Product, and Business Operations

Skills on Resume: 

• Expense Tracking (Hard Skills)
• Cost Allocation (Hard Skills)
• Accrual Accounting (Hard Skills)
• Fixed Assets (Hard Skills)
• Journal Entries (Hard Skills)
• Variance Analysis (Hard Skills)
• Financial Modeling (Hard Skills)
• Reporting (Soft Skills)

Job Summary: 

• Perform critical IT capital portfolio management to include tracking, reporting and cash flow forecasting activities
• Track and reconcile all IT capital portfolio project activity monthly by project under management
• Review monthly capital tracking activity by project with each project manager to ensure accuracy and maintain adherence to budgeted spend and proper accounting of capitalized spend
• Prepare monthly IT capital portfolio cash flow and variance analysis, providing detailed project spend and project status
• Assist in the coordination of the annual IT capital portfolio budgeting process
• Analysis used to build financial models and capital-related expense considerations
• Maintenance and support costs, depreciation, and detailed capital portfolio project templates
• Participate in the IT capital portfolio road map and 5-year planning exercise
• Capital expenditure request (CER) auditing and preparation 
• Following up on signatures, attending review meetings, and preparing documents for corporate finance
• Asset disposal and write-off accounting for retired assets relating to new projects or projects that are identified as end of life
• Complete ad hoc analysis to answer questions relating to IT capital portfolio activity
• Design and execute analysis to answer ad hoc questions using Excel and the PeopleSoft finance application
• Summarize analysis to provide clear answers to questions and communicate results to executive leadership

Skills on Resume: 

• Capital Management (Hard Skills)
• Cash Forecasting (Hard Skills)
• Budget Coordination (Hard Skills)
• Variance Analysis (Hard Skills)
• Financial Modeling (Hard Skills)
• Data Reconciliation (Hard Skills)
• Communication (Soft Skills)
• Analytical Thinking (Soft Skills)

Job Summary: 

• Participate in the financial evaluation of the IT project portfolio for budgets, forecasts and the three-year plan
• Prepare budgets, forecasts and plans for IT operating expenditures related to internal client-facing groups
• Manage monthly, quarterly, or annual financial reporting and commentaries to support the technology group and firm processes
• Execute ad hoc financial analyses and special projects to provide decision support and presentation data
• Develop action plans for improvement and optimizing their financial results through increased financial transparency and insight
• Lead the accounting and reporting processes for areas supported and help ensure they comply with firm policies and procedures
• Complete variance analyses for month-to-date and year-to-date financial results against budget, prior year and forecast
• Continue to enhance effectiveness by building simple and effective analytical tools that enable better trend analysis and forecasting capabilities
• Develop and monitor shared service allocations (allocating centralized costs to the individual business units)
• Support the development of automated reporting, dashboards, and visualization tools to improve the speed and accuracy of insights

Skills on Resume: 

• Budget Management (Hard Skills)
• Forecasting (Hard Skills)
• Financial Reporting (Hard Skills)
• Variance Analysis (Hard Skills)
• Data Visualization (Hard Skills)
• Analytical Tools (Hard Skills)
• Decision Support (Soft Skills)
• Process Improvement (Soft Skills)

Job Summary: 

• Support the Senior Manager, IT Finance and Compliance, in the creation of executive-level presentation materials for use in financial reviews
• Develop a deep, accurate understanding of actual financial expenses and how they impact variances to the budget and forecast
• Provide timely, relevant and accurate reporting and analysis of the results of IT’s performance against historical, budgeted and forecasted results to facilitate decision-making toward the achievement of the budget and forecast
• Responsible for the day-to-day general ledger accounting, financial reporting and analysis for assigned functional areas
• Provide user support, including training for cost center owners and managers within Apptio and around general accounting coding/processes
• Assist in the development of user training materials for Apptio
• Provide overall maintenance for Apptio, including report development
• Propose and prepare monthly journal entries associated with month-end accruals and prepaid reporting, supported by proper details and explanations
• Develop and utilize Excel reporting tools to support financial analysis
• Provide timely and effective Purchase Order support to the IT department managers, ensuring proper coding to support financial reporting
• Load preliminary and final monthly IT data into Apptio to support monthly analysis activities
• Maintain a professional demeanor at all times while representing the company

Skills on Resume: 

• Executive Reporting (Hard Skills)
• Financial Analysis (Hard Skills)
• General Accounting (Hard Skills)
• User Training (Soft Skills)
• System Maintenance (Hard Skills)
• Journal Entries (Hard Skills)
• Purchase Orders (Hard Skills)
• Professionalism (Soft Skills)