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Sr. IT Financial Analyst

Company: New Penn Financial
Location: Tempe
Posted on: June 8, 2021

Job Description:

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.

We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.

Position Description

Title: Sr. IT Financial Analyst

FLSA Status: Exempt

Department: Enterprise Technology

Reports To: VP of Enterprise Planning - Technology

Date: May 2021

Primary Function

The Sr. IT Financial Analyst is part of the Enterprise Technology organization and provides the CTO and Technology leadership with insight into financial results and projections, analyzes strategic decisions and scenarios, reconcile vendor invoices, and is responsible for budgeting, forecasting and reconciliation of technology budgets. The role will partner closely with FPA.

Principal Duties

  • Assist in the preparation and review of the Enterprise Technology operating budget including:
  • Detailed support/analysis of the departmental budgets.
  • Development of presentations to summarize budgets/results in a clear/concise manner.
  • Analyze actual operating results and identify key financial and operating issues to be addressed; quantify actual results versus budget (i.e. variance analysis).
  • Reconciliation of vendor spends.
  • Help to automate management reporting as much as possible.
  • Supporting the development of Cost Benefit Analysis tied to project spends.
  • Reconciliation of IT Capex/Opex hours tied to project spends.
  • Goal is to spend more time analyzing and less time compiling.
  • Prepare and analyze monthly management report (including financials for vendor spends) by business lines
  • Prepare cost center level reporting and analysis of G&A expenses, operating expenses, headcount, etc.
  • Explain and detail any budgetary variances greater than 2% on a monthly basis.
  • Lead/manage 1-2 direct reports supporting technology team's financial reporting and analysis
  • Any other job responsibilities requested by management.

Other duties as directed Education and Experience Requirements

  • B.S. in Economics, Finance, Accounting or related discipline.
  • 3-5 years of relevant business experience; Financial services experience preferred
  • Experience with planning/reporting tools (Workday, TM1/IBM Planning & Analytics, QuickTag, OnBase)

Knowledge, Skill and Ability Requirements

  • Expert level financial and operational modeling skills.
  • Highly proficient Excel., PowerPoint, and financial modeling.
  • Macro (Excel) and SQL knowledge would be beneficial.
  • Direct management experience of small teams
  • Solid communication/presentation skills (verbal and written).
  • Solid understanding of accounting.
  • Excellent communication and executive level presentation skills (verbal and written).
  • Acute attention to detail and accuracy.
  • Team player with high energy; self-starter; takes pride in own work; fast learner.

While this description is intended to be an accurate reflection of the position's requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties as necessary.


Company Perks:

  • 15 Paid Time Off (PTO) days and 18 after 1st anniversary!
  • 8 Paid Holidays
  • Casual Workplace
  • Employee Engagement Activities

Company Benefits:

  • Medical (including Health Savings Account & Flexible Savings Account)
  • Dental - RX - Vision - Life, Disability Insurance - 401(k) Plan with company match! - Employee Assistance Plan
  • Pet Insurance!

Equal Employment Opportunity

We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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Keywords: New Penn Financial, Tempe , Sr. IT Financial Analyst, Other , Tempe, Arizona

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