Sr. Technology Budget Analyst

The ideal candidate brings deep experience in both Finance and Operations, strong analytical skills, and the ability to partner effectively with Technology, Finance, and Accounts Payable teams. This is an excellent opportunity for an individual contributor ready to grow into a team lead role.

💼 Key Responsibilities

• Lead and manage business analysis efforts focused on Technology expense management, budgeting, and reporting.
• Collaborate with Finance, Technology teams, and other stakeholders to review budget and approval-to-spend requests for alignment with financial plans.
• Provide insights, guidance, and best practices with strong executive presence.
• Facilitate meetings, presentations, and updates for senior leadership; influence and drive consensus across stakeholder groups.
• Maintain, manage, and analyze budget items throughout the year, understanding financial impacts and drivers.
• Support business unit leads by coaching junior team members and stepping in as acting lead when needed.
• Query databases, validate data, and troubleshoot reporting issues.
• Serve as a key point of contact for the BMO, delivering excellent customer service while balancing efficiency.
• Manage multiple priorities and deadlines in a fast-paced environment with strong risk awareness.
• Create and improve business processes, reporting structures, and methodologies to increase team efficiency and quality.
• Translate detailed data into meaningful insights and clear messages for Technology leadership.

📚 Required Qualifications

• 8 years of experience in financial analysis within banking or financial services (note: this is not a finance role).
• Strong communication skills with the ability to simplify complex data and tie insights to business and technology needs.
• Proven experience with Tableau, Power BI, and familiarity with ServiceNow.
• Strong understanding of expense management, budgeting processes, and operational reporting.
• Ability to lead, mentor, and coach team members.
• Highly organized, detail-oriented, and committed to quality and accuracy.
• Demonstrated ability to manage concurrent initiatives and deliver high-quality outputs on time.
• Comfortable working independently in a fast-paced environment with competing priorities.