IT Financial Planning Analyst - Pulivarthi Group
San Francisco, CA
About the Job
Job Title: IT Financial Planning Analyst
Company Overview:
Pulivarthi Group is a premier global provider of staffing and IT technology solutions, renowned for delivering exceptional services tailored to each client's unique needs. With a steadfast commitment to excellence, we merge expertise with innovation, ensuring cost-effective solutions of the highest quality. Our diverse client base spans healthcare, finance, government, and beyond, reflecting our adaptability and proficiency across industries. Operating in the United States, Canada, and Mexico, we pride ourselves on aligning with clients' cultures, deploying top-tier talent, and utilizing cutting-edge technologies. Pulivarthi Group stands as a beacon of reliability, efficiency, and innovation in the realm of staffing solutions.
Job Overview/Summary:
Pulivarthi Group is seeking a Senior IT Financial Planning Analyst to oversee a portfolio of technology contracts and collaborate closely with IT leadership. This role is integral to managing the contract lifecycle, delivering financial insights, and ensuring seamless communication with stakeholders. The ideal candidate possesses expertise in budgeting, forecasting, and financial analysis, coupled with strong project management skills and an understanding of contract processes.
Responsibilities:
- Manage daily contract operations and provide IT business and planning support.
- Prepare reports by gathering, analyzing, and summarizing data, and develop presentation materials for management.
- Initiate contracts in procurement systems (e.g., ARIBA) and enter financial liabilities into contract management tools like ATRIUM.
- Conduct and coordinate contract renewal analyses, ensuring cost efficiency for IT operations and multi-year agreements.
- Maintain operational expense budgets with proper accounting controls, and provide regular and ad-hoc financial status reports.
- Monitor purchase orders, review invoices and accruals, resolve vendor issues, and address discrepancies.
- Analyze actual spending and forecasting to identify variances and manage appropriate corrections in SAP.
- Act as a liaison among stakeholders to document, coordinate, and schedule changes to IT contracts.
- Capture, analyze, and present data for management decision-making via dashboards, PowerPoint decks, or summarized communications.
- Lead problem-solving sessions and workshops to address complex business and technology challenges.
- Track and manage scope, timelines, and quality standards for contract renewals and related processes.
- Develop and migrate reports to Power BI, and support data management teams in building new tools.
- Establish key business, financial, and performance metrics in collaboration with IT and functional leadership.
Qualifications:
- Bachelor's degree in Finance, Accounting, Business Administration, Information Technology, or a related field.
- 5+ years of experience in financial analysis, IT planning, or related fields.
- Expertise in budgeting, forecasting, and financial reporting.
- Proficiency in tools like SAP, ARIBA, Power BI, and Microsoft Office Suite.
- Strong analytical, problem-solving, and project management skills.
- Excellent communication and interpersonal skills to collaborate with diverse teams and stakeholders.
- Ability to manage multiple priorities in a fast-paced environment.
Benefits/Perks:
- Competitive salary and comprehensive benefits package.
- Opportunities for professional growth and career advancement.
- A collaborative and innovative work environment.