Sr. IT Financial Analyst

Elan Partners

TITLE: Sr. IT Financial Analyst – (Hybrid in North Dallas)

Direct Hire Opportunity

No Sponsorship


As a Sr. IT Financial Analyst our client is seeking a skilled leader to provide their executive team with timely, high-quality, and accurate annual operating plans, long-term forecasts, and quarterly revisions while conducting the business analysis, forecasting, and planning processes. This will also include building and enhancing IT financial models, reporting tools, and dashboards to improve accuracy, efficiency, and overall visibility of financial data.


Bachelor’s degree in business, Accounting, Finance, or Economics

Accounting and finance experience supporting IT organizations is required.

Minimum 3-5 years of experience in a large corporate environment with responsibilities in areas of budgeting, forecasting, financial modeling, and operational expense management is required.

Expert level knowledge of Microsoft Office (Excel, Word, PowerPoint, etc.).

Experience with performance management planning software, Apptio preferred.

Experience with Corporate Performance Management systems such as Anaplan, Adaptive Insights, Hyperion, NetSuite, etc., and strong aptitude to learn new systems and reporting/planning tools.


Accurately forecast and report IT financial results on a monthly, quarterly, and annual basis utilizing performance management software. Provide analysis and insight of current or forecasted results and the go-forward impact on the business and financials.

Provide variance analysis, including performance to budget/forecast, identification of gaps, trends, and opportunities within IT spend, and recommend possible course corrections, where needed, to functional department heads and executive leadership.

Develop a deep knowledge of the IT spend by engaging with the business areas as a partner in thoughtful conversations about their specific areas of operation and planning assumptions.

Organize financial information in an understandable and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques. Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards.

Manipulate and analyze large transactional data sets, interpret, and summarize the data for metrics reporting and business insights highlighting trends and anomalies for executive management.

Identify and recommend process improvements that significantly reduce workloads and reporting redundancies.

Use data analytics to draw conclusions and present financial and operational insights to support timely executive level decision-making.

Serve as a resource to team members and applicable stakeholders on ad-hoc financial analysis assignments and projects.

Provide oversight and assist as needed for the invoicing/billing process for area of responsibility – including but not limited to accurate coding to GL, appropriate business unit allocations, and processing in a timely manner each month.

Assist in development and implementation of change management activities related to system implementations, planning workflow and automation of reporting.

Strong understanding of technology expense management, including capital and non-capital salary and other expense planning and reporting.

Strong interpersonal and communication skills; experience in effectively communicating key data and findings, including presentations to departmental managers and executive leadership.

Ability to work effectively in a dynamic and fast-paced environment; strong project management skills and ability to multi-task is essential; sense of urgency and ability to get things done.

Comprehensive Benefit Package Provided


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