Position Summary
The Associate Analyst Technology Finance is a key support role within the Technology Finance & Portfolio Management Team, assisting with both financial and project management functions. This role plays a critical part in the financial reporting and tracking process by providing accurate data consolidation, validation, and insights to ensure effective management of the Technology portfolios capital expenditures (CapEx) and operational budgets.
The Associate Analyst contributes to the creation and maintenance of financial reporting templates, dashboards, and automated processes that enhance visibility into project and portfolio performance. Working closely with cross-functional teams, including Financial Planning & Analysis (FP&A), Accounting, and Technology leadership, the Associate Analyst ensures transparency, accuracy, and alignment with organizational financial goals.
Essential Responsibilities
- Financial Reporting Support: Assist in the end-to-end monthly capital expenditure (CapEx) reporting process. Support data consolidation and validation efforts to ensure accurate and timely financial reporting.
- Portfolio Reporting & Dashboards: Collaborate with the team to develop portfolio-based reporting and build a comprehensive Portfolio Management Dashboard in Power BI or similar tools. Assist in identifying and implementing key metrics to track project and portfolio performance effectively.
- Automation & Process Improvement: Research and recommend solutions to automate and integrate financial and portfolio reporting processes. Contribute to streamlining workflows, reducing manual efforts, and improving data accuracy.
- Tool & Process Implementation: Assist with the rollout of new tools, processes, and features to project teams and end users. Provide user support and training on new systems or functionalities.
- Ad Hoc Support: Work on special projects and aid with ad hoc requests as needed.
- Partner with the team to address evolving business needs and priorities.
- Perform other duties as assigned.
