Senior Systems Analyst - IT Budget & Forecasting

Overview

The Senior Systems Analyst IT Finance Support role is part of the Information Technology organization and supports the financial planning, budgeting, forecasting, and operational financial management activities for IT portfolios and initiatives. This position is not within the corporate Finance department. The role partners directly with IT leadership and business stakeholders to manage IT operational and capital budgets, support strategic decision-making, and provide financial analysis that drives technology investment planning and execution.

The ideal candidate brings strong experience in budgeting and forecasting, variance analysis, capital and expense management, and financial reporting within a complex organization. Experience supporting utility operations, regulated industries, or rate case environments is strongly preferred.

This position does not provide employment pursuant to the terms of a STEM OPT Training Plan.

Responsibilities

• Partner with IT leadership and business stakeholders to develop and manage annual O&M and Capital budgets for IT programs, applications, and initiatives
• Lead forecasting activities, including quarterly forecasts, Current Working Estimates (CWE), and long-range financial planning for IT operations and projects
• Analyze monthly financial results, identify variances to plan, and provide actionable recommendations to leadership
• Prepare and communicate financial performance reporting, including variance commentary, trend analysis, and spend-driver reporting
• Monitor and manage IT operational and capital expenditures to ensure alignment with approved budgets and strategic priorities
• Support strategic financial decision-making through data analysis, scenario modeling, and cost optimization recommendations
• Create and manage requisitions, appropriations, account rulings, and related financial documentation
• Partner with project teams and leadership to support governance processes, project financial tracking, and portfolio oversight
• Perform ongoing analysis of accruals, invoices, and payment activity to ensure financial accuracy and compliance
• Support regulatory and rate case activities, including preparation of financial documentation and reporting as needed
• Collaborate cross-functionally with IT, Finance, Supply Chain, and business organizations to improve financial processes and reporting accuracy
• Identify opportunities to improve reporting efficiency, financial transparency, and budget management processes

Qualifications

• Master's Degree and a minimum 2 years of relevant full-time work experience or
• Bachelor's Degree and a minimum 3 years of relevant full-time work experience or
• Associate's Degree and a minimum 5 years of relevant full-time work experience

• Bachelor's Degree in Finance, Accounting, Business, Information Systems, or a related field and a minimum 5 years of relevant full-time work experience supporting budgeting, forecasting, and financial analysis functions in IT organizations within utility, energy, regulated, or rate case-driven environments

• Experience with financial planning and analysis, including budgeting, forecasting, and variance analysis, required
• Experience managing operational (O&M) and capital budgets, required
• Strong analytical and quantitative problem-solving skills, required
• Experience preparing financial reports and presenting findings to leadership, required
• Proficiency with Microsoft Excel, including pivot tables, lookups, and advanced formulas, required
• Experience with financial systems and budgeting tools such as Oracle or similar platforms, required
• Understanding of accounting and budgeting principles, including income statements and balance sheets, required
• Experience supporting IT financial operations or IT portfolio management, preferred
• Utility industry experience or experience working in regulated industries with rate case structures, preferred
• Familiarity with rate case support and regulatory reporting processes, preferred
• Experience with Power BI or other data visualization tools, preferred
• Experience developing financial models and executive-level reporting materials, preferred
• Ability to identify process improvement opportunities and implement operational efficiencies, preferred

• Excellent organizational skills
• Demonstrated analytical skills
• Well organized, detail oriented and flexible to handle multiple assignments
• Develops and delivers effective presentations
• Strong written and verbal communication skills
• Ability to build strong customer relationships

• Driver's License Required

• Ability to push, pull, and lift up to 40 pounds
• Sit or stand to use a keyboard, mouse, and computer for the duration of the workday

• The selected candidate will be assigned a System Emergency Assignment (i.e., an emergency response role) and will be expected to work non-business hours during emergencies, which may include nights, weekends, and holidays.