The Services Technology Sr. Business Associate will be a key member of the Services Technology Finance Governance team, responsible for Client allocations, managing the transfer process, overseeing productivity, analyzing software expenses and Cap credits . The ideal candidate needs to have strong analytical skills, experience in working with Finance and Front office partners, and ability to present data and insights to senior management.
Key Responsibilities:
Client Allocation
Develop and Maintain detailed client allocation reports.
Collaborate with Finance and front office partners to ensure accurate and timely reporting.
Prepare and present data-driven decks and insights to to senior management.
Transfer Process
Act as the primary point of contact (POC) for all internal and external transfer processes related to Services technology.
Coordinate and manage the transfer process, ensuring accuracy and adhering to Finance guidelines.
Resolve any issues or discrepancies that arise during the transfer process.
Productivity
Validate productivity submissions from Internal teams, ensuring accuracy and completeness.
Generate and distribute monthly productivity reports to relevant stakeholders.
work closely with internal teams to identify opportunities for improving productivity.
Software Expense line Analysis and Forecasting
Conduct detailed analysis of Software expenses and in collaboration with CTI, Software Central team and internal teams
Develop nd maintain an efficient spend model to optimize software expenditures.
Assist in forecasting software expenses and ensure alignment with budgetary targets
Cap Credits and Application Retirements Financial impact analysis
Analyze capitalization credits, ensuring accurate financial representation ensuring PTS is properly reflecting Services technology Cap credits
Collaborate with teams to assess and manage the financial impacts of Financial impacts for future application retirements
Run and Maintain central repots updated.
Qualifications:
3-5 years of experience in a financial services role
Strong analytical skills with the ability to interpret complex data and provide actionable items
Ability to work independently and as part of a team in a fast paced environment.
P and financial reporting tools.
Proficiency in Microsoft Excel
Demonstrated working knowledge of financial services industry
Consistently demonstrates clear and concise written and verbal communication skills
Education:
Bachelor's Degree/University degree or equivalent experience
Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Business Strategy, Management & Administration------------------------------------------------------
Job Family:
Business Administration------------------------------------------------------
Time Type:
Full time------------------------------------------------------
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