- Support annual budgets, recurring forecasts, and monthly budget-to-actual and forecast-to-actual analyses.
- Analyze expenditures, revenues, consumption, costs, and financial trends and identify significant variances and underlying drivers.
- Support development and maintenance of IT service rates, financial models, cost-recovery analyses, and customer impact analyses.
- Gather, validate, reconcile, and analyze financial and operational data from multiple sources.
- Maintain Excel-based budget, forecast, rate, and financial-analysis models, including supporting schedules, tables, and reporting tools.
- Prepare financial summaries, service-line and portfolio-level reporting, executive presentations, and management briefing materials.
- Analyze customer consumption, demand, service mix, and proposed rate changes to calculate financial impacts.
- Support process improvements, standard operating procedures, financial templates, and recurring reporting tools.
- Maintain documentation of financial assumptions, methodologies, reconciliations, model updates, and analytical results.
- Coordinate with senior analysts, finance personnel, project leadership, and business stakeholders to support accurate and timely deliverables.
Microsoft ExcelBudgetingFinancial analysis