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Financial Practitioner / Program Lead

Addison, Texas;

Job Description:

Position Summary

Responsible for all financial items on the Data & Analytics Strategy, Platform and Decision Tools team. Responsible for ~$75M yearly budget and a staff plan of 750+ people. Must be able to work with all levels of management including the ability to present/discuss with executive leadership.

Manage the tech exec's base and initiative funding, and all staffing plans, to ensure tech exec forecast month over month is accurate to within 3%, and 1% for the year. Report on and mitigate monthly variance between forecasts and actuals, keeping variances to a minimum. Lead liaison with Corporate Finance and Human Resources. Staff plan Core/Flex #s, planning, monitoring and balancing. Partner with project managers and resource managers within the tech exec's space to capture resource allocations and forecasts; report on outcomes of financial forecasting activity. Weekly financial updates to tech exec financial health – including resource allocations, contract setup and billing challenges, project funding expectations and burn. Create, manage and track vendor contracts supporting base, project and program delivery. Partner with resource managers to track and manage staffing changes in alignment with quarterly corporate forecasts. Leverage allocation reporting tools to track and manage project level resource allocations as input to project forecasting. Support the yearly planning process including project/initiative, Base, OCNI and TCOA. Support the resource onboarding and seating process as needed. Monitor contractor visa dependency status and dates.

Required Skills

  • Advanced Excel skills, general financial acumen, analytical skills, detail oriented
  • Ability to manage, structure, and consolidate multiple sources of data into intelligent reports and stories, and take appropriate actions to remedy outlier situations; can operate assertively and independently in a fast paced environment
  • Skilled communicator (oral and written communication) with senior level management, project managers, partnering financial practitioners, business support managers, resource managers
  • Financial industry experience
  • Experience with PCM, PMMT, TechM, PPRT, GPP, eLedger, CAFA, Ariba, MySourcing

Desired Skills

  • Familiar with BAC Financial process and systems
  • CPA or other financial certification
  • Project management experience

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Position Summary

Responsible for all financial items on the Data & Analytics Strategy, Platform and Decision Tools team. Responsible for ~$75M yearly budget and a staff plan of 750+ people. Must be able to work with all levels of management including the ability to present/discuss with executive leadership.

Manage the tech exec's base and initiative funding, and all staffing plans, to ensure tech exec forecast month over month is accurate to within 3%, and 1% for the year. Report on and mitigate monthly variance between forecasts and actuals, keeping variances to a minimum. Lead liaison with Corporate Finance and Human Resources. Staff plan Core/Flex #s, planning, monitoring and balancing. Partner with project managers and resource managers within the tech exec's space to capture resource allocations and forecasts; report on outcomes of financial forecasting activity. Weekly financial updates to tech exec financial health – including resource allocations, contract setup and billing challenges, project funding expectations and burn. Create, manage and track vendor contracts supporting base, project and program delivery. Partner with resource managers to track and manage staffing changes in alignment with quarterly corporate forecasts. Leverage allocation reporting tools to track and manage project level resource allocations as input to project forecasting. Support the yearly planning process including project/initiative, Base, OCNI and TCOA. Support the resource onboarding and seating process as needed. Monitor contractor visa dependency status and dates.

Required Skills

  • Advanced Excel skills, general financial acumen, analytical skills, detail oriented
  • Ability to manage, structure, and consolidate multiple sources of data into intelligent reports and stories, and take appropriate actions to remedy outlier situations; can operate assertively and independently in a fast paced environment
  • Skilled communicator (oral and written communication) with senior level management, project managers, partnering financial practitioners, business support managers, resource managers
  • Financial industry experience
  • Experience with PCM, PMMT, TechM, PPRT, GPP, eLedger, CAFA, Ariba, MySourcing

Desired Skills

  • Familiar with BAC Financial process and systems
  • CPA or other financial certification
  • Project management experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21068078

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Forrest Williams

Referral Bonus:

0