Senior Business Associate , Technology, Vice President

Position Summary:

The Business Execution’s - Expense Management Senior Associate is a critical role requiring a deep understanding of financial management, expense oversight, and strategic resource planning within a technology organization. This role applies to an in-depth understanding of financial processes, controls, and reporting to drive the objectives of the Wealth Technology organization. The incumbent will serve as a key subject matter expert, taking end-to-end ownership of core financial processes, integrating diverse data points for comprehensive outlooks, and narrating complex financial positions to senior stakeholders. Strong analytical skills, commercial awareness, and excellent cross-functional communication are essential.

Responsibilities:

• Independently manage and contribute to the development of comprehensive expense outlooks (Direct Staff, Non-Direct Staff, Software, Travel & Entertainment), integrating them into internal resource management systems and corporate financial reporting.

• Proactively analyze and explain variances, collaborating with various teams (e.g., Workforce, Finance Governance) to stitch together inputs (e.g., NDS reduction, HC forecasts, FPC & SW impacts) and come up with a unified narrative for higher management.

• Proactively identify and escalate complex financial risks and discrepancies, taking full ownership of resolution efforts.

• Independently manage and ensure the accuracy of Green $ processes, including WFU, Outlooks, and Variances submission to LFOs.

• Take ownership of entries and data integrity within internal financial systems (e.g., Renault) for Green $, ensuring data accuracy and reconciliation with project time tracking.

• Develop and present clear, concise financial narratives and recommendations to higher management, translating complex data into actionable insights.

• Support the establishment and management of expense targets for Senior Management Team Targets, guiding on budget implications.

• Oversee the accurate reflection of project expenses by correctly linking Fixed Price Contracts (FPC) & Software (SW) and verifying timebooking and forecasting for Direct Staff & Non-Direct Staff resources.

• Provide vital support for PTS rate card reviews, conducting simulations to assess financial impacts of rate changes on Plan and FY forecasts, offering insights that support senior-level decision-making.

• Act as a trusted advisor to Business Execution and Finance Governance teams, leveraging comprehensive financial understanding to inform decision-making and ensure organizational alignment during structural changes (e.g., Managed Segment/GOC matters).

Qualifications:

• 8-12 years of progressive experience in financial management, expense control, and operational areas within a large enterprise, preferably in technology.

• Demonstrated expertise in managing and integrating complex financial processes, budgeting, forecasting, and reporting across multiple functions.

• Proven ability to take end-to-end ownership of critical processes and drive them to successful outcomes.

• Strong analytical capabilities, with a track record of identifying and resolving significant financial discrepancies.

• Excellent influencing, facilitation, and partnering skills, with proven ability to engage effectively with senior management and diverse stakeholders (e.g., Finance Governance, Workforce teams).

• Highly proactive, flexible, and innovative approach to financial and operational management.

• Consistently demonstrates clear, concise, and persuasive written and verbal communication, particularly in narrating complex financial positions.

• Detail-oriented with the ability to manage multiple interdependent tasks and priorities effectively.

Education:

• Bachelor’s/University degree required. Master’s degree preferred.

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## Job Family Group:

Business Strategy, Management & Administration

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## Job Family:

Business Execution & Administration

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## Time Type:

Full time

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## Most Relevant Skills

Please see the requirements listed above.

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## Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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