Senior Financial Analyst delivering actionable insights for budgeting and forecasting at Fiserv. Collaborating with finance and operations to drive data - driven decisions across the business.
About the role
- Senior Transformation & Finance Analyst ensuring EPM projects apply appropriate management frameworks and financial controls. Conducting analyses and supporting productivity initiatives for financial accuracy.
Responsibilities
- Ensure all EPM projects apply the appropriate project management framework (Agile/Waterfall/Hybrid), financial controls, OE methodologies, and data‑driven decision-making.
- Conduct deep‑dive analysis on expenses, GL postings, accruals, reclasses, and variances to provide insights that support productivity, efficiency, and financial accuracy.
- Partner with Finance, Controllership, and Business Units to validate GL structures, cost allocations, capitalization guidelines, and amortization logic as relevant to project goals.
- Provide mentorship to junior consultants on project management, OE tools, business case development, and financial analytics.
- Support prioritization of productivity initiatives by building business cases, ROI models, and financial impact estimates.
- Perform recurring portfolio analytics and operational metrics monitoring to ensure initiatives remain on track against defined targets (savings, efficiencies, expense reductions, cycle-time improvements, etc.).
- Build strong relationships with Finance, BU leaders, Controllers, and global partners to drive alignment on financial integrity and productivity outcomes.
- Communicate financial insights, risks, and opportunities to senior stakeholders through executive-ready reports and presentations.
- Facilitate discussions on expense trends, GL governance, and operational or financial impacts of transformation initiatives.
- Provide analytical and problem‑solving support for end‑to‑end expense management and productivity improvement projects.
- Conduct root cause analysis for GL discrepancies, expense anomalies, or operational inefficiencies.
- Support forecasting, budgeting, and planning cycles by contributing productivity impact analyses and scenario modeling.
- Develop dashboards, portfolio trackers, financial models, and KPI scorecards.
- Support capability-building initiatives including OE, Agile, Lean, and finance literacy training for operational teams.
- Track innovation and emerging technology Proof‑of‑Concepts and quantify productivity and financial benefits.
- Support the development of maturity models, process maps, and future‑state designs that enhance operational and financial performance.
Requirements
- At least 3 years combined experience in financial analysis, expense management, GL operations, process improvement, or productivity/transformation roles.
- At least 1 year project management experience delivering cross-functional initiatives.
- Experience partnering with senior leaders, preparing executive reports, and presenting financial and operational insights.
- At least 1 year facilitating training or coaching in Operational Excellence, Project Management, or Financial processes.
- Demonstrated experience building financial business cases, ROI analyses, and productivity models.
- Passion for continuous improvement, financial accuracy, and operational discipline.
- Experience as a process improvement consultant, financial analyst, transformation lead, or similar role.
- Strong alignment with Manulife values and culture.
Benefits
- Health insurance
- Flexible work arrangements
- Professional development
Job title
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Degree requirement
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