Position Summary:
The Business Execution’s - Expense Management Senior Associate is a critical role requiring a deep understanding of financial management, expense oversight, and strategic resource planning within a technology organization. This role applies to an in-depth understanding of financial processes, controls, and reporting to drive the objectives of the Wealth Technology organization. The incumbent will serve as a key subject matter expert, taking end-to-end ownership of core financial processes, integrating diverse data points for comprehensive outlooks, and narrating complex financial positions to senior stakeholders. Strong analytical skills, commercial awareness, and excellent cross-functional communication are essential.
Responsibilities:
Independently manage and contribute to the development of comprehensive expense outlooks (Direct Staff, Non-Direct Staff, Software, Travel & Entertainment), integrating them into internal resource management systems and corporate financial reporting.
Proactively analyze and explain variances, collaborating with various teams (e.g., Workforce, Finance Governance) to stitch together inputs (e.g., NDS reduction, HC forecasts, FPC & SW impacts) and come up with a unified narrative for higher management.
Proactively identify and escalate complex financial risks and discrepancies, taking full ownership of resolution efforts.
Independently manage and ensure the accuracy of Green $ processes, including WFU, Outlooks, and Variances submission to LFOs.
Take ownership of entries and data integrity within internal financial systems (e.g., Renault) for Green $, ensuring data accuracy and reconciliation with project time tracking.
Develop and present clear, concise financial narratives and recommendations to higher management, translating complex data into actionable insights.
Support the establishment and management of expense targets for Senior Management Team Targets, guiding on budget implications.
Oversee the accurate reflection of project expenses by correctly linking Fixed Price Contracts (FPC) & Software (SW) and verifying timebooking and forecasting for Direct Staff & Non-Direct Staff resources.
Provide vital support for PTS rate card reviews, conducting simulations to assess financial impacts of rate changes on Plan and FY forecasts, offering insights that support senior-level decision-making.
Act as a trusted advisor to Business Execution and Finance Governance teams, leveraging comprehensive financial understanding to inform decision-making and ensure organizational alignment during structural changes (e.g., Managed Segment/GOC matters).
Qualifications:
8-12 years of progressive experience in financial management, expense control, and operational areas within a large enterprise, preferably in technology.
Demonstrated expertise in managing and integrating complex financial processes, budgeting, forecasting, and reporting across multiple functions.
Proven ability to take end-to-end ownership of critical processes and drive them to successful outcomes.
Strong analytical capabilities, with a track record of identifying and resolving significant financial discrepancies.
Excellent influencing, facilitation, and partnering skills, with proven ability to engage effectively with senior management and diverse stakeholders (e.g., Finance Governance, Workforce teams).
Highly proactive, flexible, and innovative approach to financial and operational management.
Consistently demonstrates clear, concise, and persuasive written and verbal communication, particularly in narrating complex financial positions.
Detail-oriented with the ability to manage multiple interdependent tasks and priorities effectively.
Education:
Bachelor’s/University degree required. Master’s degree preferred.
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Job Family Group: Business Strategy, Management & Administration------------------------------------------------------
Job Family:Business Execution & Administration------------------------------------------------------
Time Type:Full time------------------------------------------------------
Most Relevant Skills Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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