The Services Technology Sr. Business Associate will be a key member of the Services Technology Finance Governance team, responsible for Client allocations, managing the transfer process, overseeing productivity, analyzing software expenses and Cap credits . The ideal candidate needs to have strong analytical skills, experience in working with Finance and Front office partners, and ability to present data and insights to senior management.

Key Responsibilities:

Client Allocation

• Develop and Maintain detailed client allocation reports.
• Collaborate with Finance and front office partners to ensure accurate and timely reporting.
• Prepare and present data-driven decks and insights to to senior management.

Transfer Process

• Act as the primary point of contact (POC) for all internal and external transfer processes related to Services technology.
• Coordinate and manage the transfer process, ensuring accuracy and adhering to Finance guidelines.
• Resolve any issues or discrepancies that arise during the transfer process.

Productivity

• Validate productivity submissions from Internal teams, ensuring accuracy and completeness.
• Generate and distribute monthly productivity reports to relevant stakeholders.
• work closely with internal teams to identify opportunities for improving productivity.

Software Expense line Analysis and Forecasting

• Conduct detailed analysis of Software expenses and in collaboration with CTI, Software Central team and internal teams
• Develop nd maintain an efficient spend model to optimize software expenditures.
• Assist in forecasting software expenses and ensure alignment with budgetary targets

Cap Credits and Application Retirements Financial impact analysis

• Analyze capitalization credits, ensuring accurate financial representation ensuring PTS is properly reflecting Services technology Cap credits
• Collaborate with teams to assess and manage the financial impacts of Financial impacts for future application retirements
• Run and Maintain central repots updated.

Qualifications:

• 3-5 years of experience in a financial services role
• Strong analytical skills with the ability to interpret complex data and provide actionable items
• Ability to work independently and as part of a team in a fast paced environment.
• P and financial reporting tools.
• Proficiency in Microsoft Excel
• Demonstrated working knowledge of financial services industry
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor’s Degree/University degree or equivalent experience
• Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Business Administration

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Time Type:

Full time

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