New

Sr. IT Financial Analyst

HKS, Inc
United States, Texas, Dallas
Aug 04, 2025
Overview: Responsible for supporting the financial management and procurement operations within the IT organization. Partners closely with IT leadership to support financial planning, forecasting, cost tracking, reporting and analysis, while also facilitating the execution of procurement activities including purchase requisitions, invoice lifecycle management, IT spend reconciliation, contract renewals and investment analysis. Ensures compliance with all internal policies and provides recommendations for optimizing IT spend through in-depth analysis and data-driven insights. Manages the firm's resources (people, processes and tools) and assignments with proficiency, fluency and aptitude. Responsibilities: Position Proactively supports the annual budgeting and forecast modeling process by collaborating with IT and business stakeholders to capture detailed operating and project spend information and prepares the IT capital and expense plans Monitors and analyzes monthly financial results against budget and forecast, identifies the root causes to variances, and collaborates with stakeholders to address and resolve the underlying issues driving the financial deviations Produces annual, quarterly, and monthly financial reports and works with stakeholders to update forecasts Coordinates, researches, and analyzes data in partnership with other finance & accounting functions to answer questions related to the IT financials Provides additional ad hoc financial analysis and reporting as requested by leadership Participates in the monthly and quarterly business reviews to explain budgets, forecasts, trends, and variance explanations Tracks, coordinates, and manages all recurring financial events, including software renewals, true-ups, and other cyclical activities across annual, quarterly, and monthly cycles Processes and tracks IT purchase requests, billing, invoicing, and the payment of IT expenditures Conducts reviews and evaluations of technology-related expenditures and purchase requests, approving or rejecting submissions based on strategic alignment, financial justification, and policy compliance Promotes a culture of accountability and collaboration ensuring the timely, accurate, and consistent delivery of all work requests Continuously monitors industry and technology trends to drive workflow improvements and operational efficiency Provides after-hours support as needed for urgent time sensitive situations Performs other duties assigned by leadership Cultural Endorses the firm's cultural values, including a commitment to quality, innovation, learning and growth Acts with positive, service-driven attitude with a commitment to going above and beyond to help customers and team members Fosters and maintains a collaborative professional working relationship with the project team Manages conflict effectively and encourages a healthy team environment Seeks leadership opportunities by providing direction and feedback to team members and collaborating with team leaders Takes personal responsibility for fostering a green workplace through sustainable work practices Financial Collaborates in and may be responsible for delivering a project on defined budget requirements Develops awareness of and collaborates on expense management, productivity, budgeting, forecasting, financial analysis and/or capital planning as needed Applies skills to minimize risks, maximize value and seeks means to improve efficiencies and reduce costs Revenue or Opportunity Generation May assist in maintaining and cultivating essential relationships Qualifications: Bachelor's degree in Finance, Accounting, Information Technology or related field, or an equivalent combination of education and experience Typically with 10+ years of experience in financial planning, procurement, analysis; with 7+ years of experience working deeply with or in an IT department Proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook, Teams) with particular focus on advanced Excel capabilities Proficient in reporting software (Power BI, Fabric, Tableau, or equivalent) Proficient in financial ERP software (Deltek Vision/Vantagepoint or equivalent) Demonstrated experience supporting IT budgeting, forecasting, cost optimization and financial analysis Experience working in enterprise environments with cross-functional stakeholders (IT, finance, legal, vendors, security, etc.) Proven background in IT procurement lifecycle management, including proposal analysis, quoting, purchase requests, invoicing, billing and renewal management Deep familiarity with software licensing, entitlement models, cloud financial management and technology cost allocation Strong financial modeling, planning, researching, and reporting skills Strong communication and presentation skills for executive reporting Strong interpersonal skills and the ability to interact with all levels of staff Strong work ethic and eagerness to produce high quality, accurate results Strong organizational skills and the ability to work on multiple projects at the same time Ability to communicate and present ideas in a clear, concise and professional manner both verbally and in writing Ability to effectively meet deadlines at expected quality Ability to hold sensitive information with a high level of confidentiality and integrity Ability to proactively use innovative solutions to solve problems Ability to collaborate and encourage collaboration in a team environment, and ability to work independently and prioritize work Ability to work on multiple priorities at the same time Travel may be required The information contained in this job description is intended to serve as a minimum requirement and guideline - not as a guarantee - for promotion to this level. Some additional criteria, qualifications or expectations may be required by service, sector or practice group. If you currently work for HKS, please submit your application via the Internal Careers Portal. HKS is an EEO/AA Employer: M/F/Disabled/Veteran