Information Technology Financial Analyst

• Job Description
• Optomi, in partnership with a leading enterprise organization, is seeking an IT Finance & Portfolio Analyst to support a high-visibility technology organization. This role is ideal for someone who thrives at the intersection of IT Finance, data analysis, and strategic portfolio management, helping create a single source of truth for technology spend across multiple business areas.

• What the Right Candidate Will Enjoy
• Opportunity to support approximately $100M in technology budgets across multiple cost centers.
• High-visibility role partnering with finance leaders, budget owners, and cross-functional stakeholders.
• Ability to build and improve financial reporting processes in an evolving environment.
• Blend of IT Finance, advanced Excel, and strategic initiative tracking rather than traditional accounting.
• Opportunity to influence technology investment and spending decisions through data-driven insights.

Responsibilities

• Consolidate and normalize financial data across multiple IT cost centers and budget owners.
• Develop a unified view of technology spend using advanced Excel tools and reporting techniques.
• Validate financial inputs and identify inconsistencies, anomalies, and opportunities for improvement.
• Partner with Finance and Accounting teams to support budgeting, forecasting, and variance analysis.
• Analyze IT costs including labor, cloud, software licensing, and hardware investments.
• Support technology investment decisions through financial analysis and reporting.
• Track strategic initiatives and gather updates from initiative owners.
• Standardize reporting processes and help build scalable portfolio management frameworks.
• Collaborate with cross-functional stakeholders to ensure accurate and actionable financial insights.

• Must-Have Qualifications
• Experience supporting IT Finance, Technology Finance, FinOps, or FP&A functions.
• Experience consolidating budgets across multiple cost centers or business units.
• Advanced Microsoft Excel skills, including Power Query (required) and Pivot Tables.
• Strong experience with data cleansing, normalization, and financial reporting.
• Experience analyzing budgets, forecasts, and variances.
• Ability to work independently in an evolving and ambiguous environment.
• Strong communication and stakeholder management skills.

• Preferred Qualifications
• Experience supporting technology organizations with budgets of $50M+.
• Understanding of IT cost structures, including labor, cloud, software licensing, and hardware.
• Familiarity with concepts such as Total Cost of Ownership (TCO) and technology/product costing.
• Experience supporting Data & Analytics organizations or technology portfolios.
• Exposure to program or portfolio management processes.
• Experience with Power BI or SQL is a plus but not required.