Establish yourself as the trusted Business Management advisor to Product and Technology leadership
Lead data-driven analyses to provide transparency and enable decision-making
Create and present decks to leadership that clearly articulate the financial story and provide insights on financial management activities and trends in coordination with Business Management Heads
Assist in the annual budgeting process for assigned organizations; including resource capacity alignment, vendor forecasts, and ensuring strict governance of deliverables and transparency of financials
Manage and ensure the project portfolio system (Pi) is in synch with the financial system (P&L). Understands nuances of balancing the two systems and proactively addresses deviations from one system to the other
Understand how the client’s aligned products allocate out to LOB and sub-LOBs
Adhere to the product taxonomy ensuring all expenses are aligned accurately. Manages and adjust any impact to historical reporting based on taxonomy changes
Action all necessary items during month-end to ensure a proper close in conjunction with finance; including allocations, application total cost of ownership, timesheet booking, vendor mapping, and capacity alignment
Required qualifications, capabilities and skills
Bachelor’s degree in Business, Finance, Economics, or a related field
6+ years of experience in business management and/or finance
Proven expertise in financial management, planning, and analysis within a technology or product organization
Exceptional written and verbal communication skills, with the ability to tailor messages to diverse audiences
Advanced Excel skills for synthesizing large data sets and presenting conclusions concisely in PowerPoint
Strong business acumen and strategic mindset to unpack complex problems, develop solutions, and manage execution
Excellent communication and presentation skills, capable of creating clear, concise materials for senior-level audiences
Team-oriented with the ability to build strong partnerships
Proficiency in structuring and scoping complex problems and applying analytical tools
Experience in collaborating with cross-functional teams to gather and interpret data inputs for presentation development