Description:
The Financial Analyst, Technology Investments plays a pivotal role in the transformative journey to continuously improve the methodology of evaluating investment opportunities and measuring the performance of technology solutions being delivered. This role will report to the Finance Manager of Digital Initiatives and does not have any direct reports.
Responsibilities And Tasks
- Review and Validate Business Cases and Performance Financial Metrics of a Large Portfolio of Technology Initiatives:
- Validate the financials (mainly ROI) and financial KPIs of business cases of technology investments prepared by the Tech team before they are presented for executive review and approval (incl. validate financial hypotheses and assumptions, running scenarios, etc.)
- Participate in the QA of the business case presentation beyond financials
- Share recommendations on the business value of investments being assessed
- Lead various initiatives to strengthen the accuracy, comparability, and speed of preparation of business cases
- Continuously train and empower the business case preparers on building strong business cases
- Develop and perform the analysis of comparing investments as per the business case vs. actuals for selected multi-year large investments
- Validate the quantification of financial performance metrics of selected investments once delivered
- Participate in initiatives to develop how to best measure the performance of technology investments individually and collectively
- Participate in analyzing and documenting the capitalization of technology investments
- Build and maintain a global central platform presenting information for all technology investments (incl. business cases data) across the organization
- Delivering Insightful Financial Analysis and Data-Driven Recommendations:
- Be responsible for various financial analyses to support strategic objectives and ad hoc needs of the Technology leadership
- Build data visualization reports that highlight key financial insights and support data-driven recommendations
- Build reports to automate and accelerate the data collection used for financial analysis
- Lead ad hoc analysis of non-technology options to address a challenge or opportunity
- Responsible for Budget Activities and Contributor to Governance Platforms:
- Lead selected activities of the Budget process
- Contribute to the Digital Planning & Portfolio process improvement and execution
- Participate in various governance platforms where technology scope, delivery, and value are discussed
- Obtain a deep understanding of the technologies being developed and delivered to relate financials
Qualifications
- Bachelor’s in finance or Bachelor in Accounting and CPA designation
- Minimum 5 years of experience, or minimum 3 years of experience in management consulting roles
- Experience in building data visualization tools to highlight key financial insights for high management
- Strong experience in preparing executive-ready deliverables
- Bilingual (French and English), written and spoken, is a must
- Advanced skills in MS Excel, MS PowerPoint, and Data Visualization tool(s) (e.g., PowerBI)
Skills
- Stellar analytical skills and data-driven approach, and highly detail-oriented
- Strong rigor and excellent high personal quality standards
- Internal drive, intrapreneurship, and high proactivity
- Autonomous, organized, and ability to handle multiple tasks/projects at once
- Natural leadership, strong change agent, and positive influence
- Strong communication skills with various audiences
- Team player