Financial Planning Specialist

1 day ago


Morristown NJ USA, United States Insight Global Full time
Job Title: Financial Planning Specialist

We are seeking a highly skilled Financial Planning Specialist to join our team at Insight Global. As a key member of our financial operations team, you will be responsible for supporting our global IT organization and large initiatives.

Key Responsibilities:
  • Support annual IT budget process, including investment and run rate cost analysis
  • Understand project capital costs for capitalization and depreciation, support budget cycle updates, quarter close activities, and gap analysis
  • Develop and maintain financial reporting in Excel, including creating formulas and designing/building trackers to manage finances
  • Collaborate with project stakeholders, procurement teams, and third-party vendors to resolve invoice and PO issues
  • Manage the Capital Assets In-Progress process, including coordinating with fixed assets and PO owners to ensure asset statuses are captured for capital asset depreciation
  • Provide financial planning and analysis support, including rolling monthly/quarterly forecasting, variance analysis, and adjusting forecast across workstreams or regions to balance the budget
Requirements:
  • 5+ years of experience working as a Financial Analyst (planning + reporting), preferably within an IT organization
  • Strong Excel skills, including Power Pivot, Power Query, and Excel Data Model
  • Understanding of SAP, Ariba, project financial and budgeting systems or equivalent systems
  • Ability to work with large amounts of financial data from different sources and develop accurate analysis
  • Good understanding of IT financial drivers, including labor, hardware, software, and onetime and recurring cost
What We Offer:
  • Competitive salary and benefits package
  • Opportunity to work with a diverse and inclusive team
  • Professional development and growth opportunities

We are an equal opportunity/affirmative action employer and welcome applications from diverse candidates. If you need assistance or a reasonable accommodation during the application or recruiting process, please contact us.



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