Analyst, Financial (IT Capital Projects)

GENERAL PURPOSE:


The IT Financial Analyst will be the point of contact for IT Capital projects for multiple portfolios and provide ongoing financial support for the IT organization. The IT Financial Analyst will report to the IT Finance Manager and will partner closely with IT Leadership, external business partners as well as various Finance functions across the organization. This person will be responsible for performing monthly capital portfolio project cash flow forecasting/tracking, monthly financial close, variance reporting of spend against target and provide executive level updates on financial performance against budget.



ESSENTIAL FUNCTIONS:

  • Perform critical IT capital portfolio management to include tracking, reporting and cash flow forecasting activities:

    • Partner closely with project managers to develop monthly capital cash flow forecasts that accurately predict business performance and highlight risks and opportunities as appropriate.
    • Track and reconcile financial activity by project to ensure accuracy and maintain adherence to budgeted spend and proper accounting.
    • Prepare monthly IT capital reporting including variance analysis. Partner closely with IT Leadership to highlight project status and overall financial performance and health.
    • Assist in the coordination of the annual IT capital portfolio budgeting process.
    • Capital expenditure request (CER) approval preparation and auditing as needed. This includes partnership with project managers and IT Leadership to understand upcoming initiatives, attend review meetings and preparing documents for corporate finance.
    • Asset disposal and write off accounting for retired assets relating to new projects or projects that are identified as end of life.
    • Participate in IT capital portfolio roadmap and 5-year planning exercise.
  • Complete ad hoc analysis as requested to answer questions relating to IT capital portfolio activity

COMPETENCIES:


  • Customer Focus

  • Dealing with Ambiguity

  • Integrity & Trust

  • Composure

  • Problem Solving

  • Listening

  • Written Communications

  • Organization Agility

  • Strategic Agility

  • Time Management


QUALIFICATIONS AND SPECIAL SKILLS REQUIRED:

  • Bachelor’s degree required with demonstrated superior college performance (preferably in an analytical field) or equivalent years of experience

  • Minimum 3 – 5 years of experience (within a financial analysis and planning group)

  • Understanding of GAAP and accounting methodologies

  • Analytical ability – must be able to synthesize large amounts of data, be able to error check and reconcile own work and be able to design analysis to answer specific questions

  • A detail oriented approach – must pay close attention to the details and have the drive to get things right

  • Strong organization skills

  • General ledger and accounts payable research and reconciliation experience, and complete understanding of debits and credits, and accrual based accounting

  • Ability to cope with pressure and changing priorities in a fast paced and dynamic work environment

  • Trustworthy with confidential financial information

  • Reliability (attendance and timeliness) important to ensure consistency of daily reporting for the Company

  • Excellent communication skills

  • Ability to work independently and exercise independent judgment

  • Strong Excel and Word skills, as well as ability to learn multiple new back end software applications (i.e. PeopleSoft Financial Systems)


PHYSICAL REQUIREMENTS/ADA:

Job requires ability to work in an office environment, primarily on a computer.

Requires sitting, standing, walking, hearing, talking on the telephone, attending in-person meetings, typing, and working with paper/files, etc.

Consistent timeliness and regular attendance.

Vision requirements: Ability to see information in print and/or electronically.



SUPERVISORY RESPONSIBILITIES:


None



DISCLAIMER


This job description is a summary of the primary duties and responsibilities of the job and position. It is not intended to be a comprehensive or all-inclusive listing of duties and responsibilities. Contents are subject to change at management’s discretion.


Ross is an equal employment opportunity employer. We consider individuals for employment or promotion according to their skills, abilities and experience. We believe that it is an essential part of the Company’s overall commitment to attract, hire and develop a strong, talented and diverse workforce. Ross is committed to complying with all applicable laws prohibiting discrimination based on race, color, religious creed, age, national origin, ancestry, physical, mental or developmental disability, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), veteran status, military status, marital or registered domestic partnership status, medical condition (including cancer or genetic characteristics), genetic information, gender, gender identity, gender expression, sexual orientation, as well as any other category protected by federal, state or local laws.


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