Lead Financial Analyst, Technology

Willenborg Wealth Management

St. Petersburg, FL, US
Base salary components included; + compensation (c...
Hybrid
Bachelor's degree in finance or accounting
5 years of relevant financial experience
It organization partnership experience
This role serves as a liaison between Technology administrative groups and operational teams to oversee budgets and resources

Job Summary

  • This role serves as a liaison between Technology administrative groups and operational teams to oversee budgets and resources.
  • The position requires managing the annual budget process and presenting monthly expense reviews to senior leadership.
  • Candidates must partner with procurement and project management groups to guide purchasing requests and project charters.

Matching Summary

This role serves as a liaison between Technology administrative groups and operational teams to oversee budgets and resources.

Salary

Base salary components included; Additional compensation (cash or equity) may be offered; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • Bachelor's degree in Finance or Accounting
  • 5 years of relevant financial experience
  • IT organization partnership experience
  • Budget management and forecasting
  • Monthly expense review packages

Nice-to-have

  • Financial Services industry background
  • ServiceNow time tracking knowledge
  • Project Management methodology understanding
  • Strong stakeholder communication skills
  • Collaborative relationship building

Key Requirements

  • Bachelor's degree required
  • Minimum 5 years of experience
  • No visa sponsorship available
  • Financial Services experience preferred
  • IT organization background preferred

Work Rights

Not specified

Tailored Resume

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