SENIOR FINANCIAL ANALYST - HYBRID - Efficus Inc.

The Financial Analyst for the Infrastructure & Operations (I&O) department supports financial planning, analysis, and budget management for I&O projects and operations. This role involves working closely with IT teams to ensure accurate financial reporting, support strategic decision-making, and manage financial aspects of I&O initiatives. 

Key Responsibilities

• Budget Management : Prepare, analyze, and manage budgets for I&O programs using tools like Excel, Power BI, and Oracle BI.
• Financial Reporting : Prepare and present financial reports, including variance analysis, for I&O projects and operations.
• Forecasting : Develop and maintain financial models for forecasting and long-term planning.
• Actuals Reconciliation : Track POET numbers, extract actuals from Oracle BI, and reconcile with forecasts.
• Data Analysis : Analyze financial data to identify trends, variances, and improvement opportunities.
• Collaboration : Work with I&O teams to gather financial information and provide insights for decision-making.
• Project Support : Provide financial support for I&O projects, including network diagram reading, circuit ordering, and datacenter builds. Review project financial data with PMs and support PMG leads.
• Compliance : Ensure compliance with financial regulations and standards.
• Develop and manage project plans, specifying goals, strategy, staffing, scheduling, risk identification, contingency plans, and resource allocation.
• Lead and manage IT infrastructure projects to ensure timely and efficient execution.
• Coordinate with cross-functional teams to ensure all aspects of the project are aligned and deliverables are met.

I&O Initiatives

• Infrastructure Upgrades : Financially support projects aimed at upgrading network infrastructure, including hardware and software enhancements.
• Cloud Migration : Assist in budgeting and financial analysis for cloud migration projects, ensuring cost-effective transitions.
• Data Center Optimization : Provide financial oversight for data center optimization projects, focusing on efficiency and cost savings.
• Cybersecurity Enhancements : Support financial planning for cybersecurity initiatives to protect IT assets and data.
• Operational Efficiency : Analyze and report on financial performance of initiatives aimed at improving operational efficiency within the I&O department.

Required Knowledge & Experience

• Financial Analysis : Strong understanding of financial principles, modeling, and forecasting, especially for I&O projects.
• Technical Skills : Proficiency in financial software and project management tools like Excel, Power BI, PowerPoint, Oracle BI/SAP, Visio, and MS Project. Knowledge of network diagrams, circuit ordering, and datacenter/IT operations is a plus.
• Analytical Skills : Strong analytical and problem-solving skills with attention to detail.
• Communication : Excellent written and verbal communication skills for presenting complex financial information.
• Collaboration : Proven ability to work effectively in a team environment, especially with technical teams.
• Organizational Skills : Strong organizational skills to manage multiple priorities and meet deadlines.

Qualifications

• Education : Bachelor's degree in Finance, Accounting, or a related field. MBA or relevant certification (e.g., CFA) is a plus.
• Experience : Minimum of 10 years of experience in financial analysis or a related role, preferably within an IT environment.
• Technical Proficiency : Experience with financial software and tools like Excel, Power BI, and Oracle BI/SAP, including advanced Excel skills.
• Project Management : PMP certification or extensive project management experience, particularly in managing large-scale I&O projects.

Preferred Skills

• Leadership : Demonstrated leadership and interpersonal skills to drive results and build consensus among stakeholders.
• Flexibility : Ability to adapt to changing priorities and manage multiple assignments simultaneously.