This position will provide crucial support for financial functions across departments within north america technology (na technology). As part of the portfolio controller team, the individual in this role will assist na tech departments, in partnership with the associated portfolio controller, in meeting their financial deliverables and ensuring compliance with organization standards and best practices. Responsibilities will be performed in collaboration with the portfolio controllers, technology leads and project managers. This role will help aggregate and manage project portfolio plan and forecast data, ensuring alignment across the technology department.
this position requires a combination of attention to detail and the ability to report out at a summary level. The work is fast paced and deadline oriented and thus, will require a highly organized individual. Analytical skill will be needed to review and understand results, compare results to plans, and determine variance drivers. Investigation into discrepancies will be expected.
this role is integral in supporting the financial operations within na technology and will play a key part in ensuring that all financial activities are conducted accurately and in a timely manner.
detailed job responsibilities include, but are not limited to:
- *resource allocation support*:assist tech and project managers in maintaining up-to-date resource allocations for all resources within the technology group to ensure alignment with capital and expense projects within the department's approved budget. Gain an understanding of project budgets and costs, including cost drivers such as resources, software, and timelines.
- *standards adherence*:support the technology team in adhering to clarity and other organization standards and timelines related to various activities, including the creation of ideas for annual planning, maintaining projects and tasks, and onboarding/offboarding of resources in a timely manner.
- *financial analysis assistance*:help analyze monthly financial results to identify variances from planned budgets or errors, providing relevant updates to cios and tech leads.
- *collaboration with it finance*:work closely with the it finance department to assist with monthly reporting and other financial deliverables, as well as responding to ad hoc requests for assistance.
- *annual planning participation*:support the annual planning process alongside tech delivery leads, project managers, and tech finance to ensure thorough preparation and execution.
- *reporting preparation*:aid in the preparation of monthly, quarterly, and annual project portfolio reports, ensuring accuracy and timeliness in all submissions.
- *contract and invoice support*:assist in the management of contract and invoice submission and tracking including budget adherence, governance approval, and tracking.
*required qualifications*
- bachelor's degree or equivalent experience.
- strong attention to detail and organizational skills, with the ability to summarize complex information effectively
- previous experience completing financial analysis and planning; reporting results including providing recommendations based on results, and identification of variance drivers.
- familiarity with established standards and procedures for financial reporting and compliance
- proficient with microsoft office, particularly excel
- ability to work effectively in a deadline-oriented environment on multiple tasks, ensuring that deadlines are met.
- excellent interpersonal and communication (verbal and written) skills.
- excellent analytical and problem-solving skills.
- ability to work independently on tasks and identify priorities to schedule tasks appropriately.
- ability to work effectively with internal and external departments/teams and leverage knowledge of others.
- familiarity with clarity, coupa, apptio and sharepoint is a plus
- knowledge of insurance operations and project management is a plus.