Regulatory Business Analyst consulting on EMIR and MiFID II obligations for a financial services client. Seeking regulatory expertise and strong business analysis capabilities.
About the role
- Strategic Portfolio Manager leading financial operations and budgeting processes at USAA. Collaborating cross-functionally to drive strategic portfolio management and resource allocation.
Responsibilities
- Leads team to analyze weekly/monthly financials, forecast trends, to identify financial risk and opportunities as well as coordinate corrections in cooperation with CFO
- Leads the continuous budgeting and pricing exercise for an entire CoSA or Functional Area to provide CFO an accurate and complete budget for the upcoming year in accordance with CFO and corporate timelines
- Analyzes entire function of POs, Invoices, and financial trend to ensure complete entry or accrual of expenses monthly
- Monitors, analyses, forecasts, reconciles and corrects purchases, leases, accruals, capital assets, and depreciation
- Establishes process and procedures for Financial BAs
- Interprets Risk and Controls required and institutes solutions
- Provides training to new managers and interacts with all levels of Executive Management
- Ensures the entire function’s workforce tracking and reporting is accurate, including OneSource position maintenance, 3P tracking, Agile team analysis, and forecasting
- Creates new funding requests across all departments – creating forecast and writing executive summary and outcomes
- Leads the team in establishing a financial reporting cadence to senior management
- Handles all financial and workforce related activities related to department and unit changes (re-orgs, unit changes, etc.) and works on multiple department initiatives
- Consolidates expenses to a service level across departments and at the whole IT Infrastructure Services Function level and understands the relationship with the Services’ billing at a rate card level
- Evaluates under and over-recovery of service expenses
- Assists Service Owners in analyzing and forecasting what is required to bring expenses back into alignment
- Applies deep understanding of Market Comp calculations and intermediary between CFO and departmental managers as threshold breaches are forecasted or occur
- Reviews trend analysis and quantitative reports to recommend to interpret results and providing expert level advice based on the data results and long-term financial planning initiatives
- Consults with the business to identify the type of technical and business resources needed, and provides solutions that are financially aligned with project budget and schedule plans
- Serves as a mentor to team members on escalated issues of a complex nature
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures
Requirements
- Bachelor's degree in Business, Accounting, Finance, Information Technology, or a related field; OR 4 years of related experience may be substituted in lieu of degree
- 8 years of related financial process experience to include experience with expense budgeting and forecasting practices to include 1 year of direct experience in financial management related to infrastructure
- Experience with the application of Technology Business Management methodologies
- SME with Apptio or comparable technology business management application
- Expert understanding of Information Technology terminology and financial processes
- Expert experience with finance and accounting within an IT organization
- SME in application of budget management, reporting and/or forecasting best practices
- Demonstrated leadership and oversight experience of budget management routines across a team environment
- Demonstrated ability to lead and coach others in the understanding and leveraging of established financial processes
- Advanced facilitation, collaboration and consensus building skills, with extensive experience in presenting to cross-functional teams and Senior/Executive leaders
Benefits
- comprehensive medical, dental and vision plans
- 401(k)
- pension
- life insurance
- parental benefits
- adoption assistance
- paid time off program with paid holidays plus 16 paid volunteer hours
- various wellness programs
- career path planning and continuing education
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