Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: www.alliant.com.
SUMMARY
Serves as a key business partner between IT, Finance, and Accounting teams, providing financial planning, budgeting, forecasting, reporting, and project cost analysis support. Utilizes strong FP&A and accounting experience along with ServiceNow Strategic Portfolio Management (SPM) to track IT financial management processes and activity. Plays a critical role in analyzing technology spend, tracking project costs, supporting capital and operating budgets, and ensuring accurate financial reporting across the IT portfolio.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Assists in coordinating, preparing, and consolidating the annual IT portfolio budgeting and long-range planning process, including assumptions, templates, submissions, review, and executive presentation.
Performs month-end, quarter-end, and year-end financial analysis, including budget versus actual reporting, along with clearly articulating to management the narrative behind the numbers.
Tracks and reconciles financial activity by project and portfolio in ServiceNow SPM to ensure accuracy, adherence to budget, proper accounting, and reliable reporting.
Partners with project managers and operational leaders to improve financial visibility into project investments and outcomes.
Independently constructs moderate to complex financial models to analyze the impact of current and proposed company initiatives.
Prepares and analyzes IT Utilization reports to business units through ServiceNow.
Partners with Accounting to develop and maintain integrity of financial systems used for analysis.
Proactively identifies areas for process improvement and implements methods to reduce error rates and maximize productivity and efficiency.
Completes special projects as assigned to support corporate objectives.
Reviews IT expenses to ensure accurate coding.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor’s degree in accounting, Finance, Economics, Mathematics, or a related field; or an equivalent combination of education and experience
Five (5) or more years of related work experience, specifically in a FP&A role
Experience supporting Information Technology organizations or technology portfolios
Hands-on experience using ServiceNow, with exposure to Strategic Portfolio Management (SPM)
SKILLS
Strong understanding of financial computer systems and data systems
Strong understanding of project-based accounting concepts and financial reporting
Technical understanding of data structure, data mining, and reporting processes
Knowledge of IT financial management practices, including capital planning and operational expense management
Proficient in Microsoft Office products with advanced Excel skills and familiarity with Access
Excellent verbal and written communication skills and polished presentation skills
Strong planning, organizational, and time management skills
Strong ability to interpret and analyze financial statements
Strong mathematical ability
Ability to prioritize multiple concurrent assignments and complete work by required due dates
Ability to interact professionally with employees across all levels of organization
Highly proactive and actively seeks opportunities for process improvement
Works independently with minimal supervision and as a member of a team
#LI-DR21
#LI-REMOTE
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Skills Required
- Bachelor's degree in accounting, finance, economics, mathematics, or a related field, or equivalent education and experience
- Five or more years of related work experience, specifically in FP&A
- Experience supporting information technology organizations or technology portfolios
- Hands-on experience using ServiceNow with exposure to Strategic Portfolio Management
- Strong understanding of financial computer systems and data systems
- Strong understanding of project-based accounting concepts and financial reporting
- Technical understanding of data structure, data mining, and reporting processes
- Knowledge of IT financial management, including capital planning and operating expense management
- Advanced Microsoft Excel skills and familiarity with Microsoft Access
- Excellent verbal, written, and presentation skills
- Ability to interpret and analyze financial statements
- Strong planning, organizational, mathematical, and time management skills
What We Do
Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.
