Agwestfarmcredit IT Financial Management Advisor at AgWest Farm Credit leads financial management and performance measurement for IT investments. The role partners with IT leaders and Finance to drive budgeting, forecasting, and cost transparency.
Responsibilities
Lead and coordinate annual and multi-year I&T budgeting and forecasting activities
Establish and maintain planning calendars, assumptions, templates, data standards, review checkpoints and submission requirements
Consolidate financial inputs, validate completeness and reasonableness, reconcile changes, document assumptions and prepare decision-ready views
Monitor actual and committed spending against plan, investigate variances, identify forecast risks and opportunities
Qualification
Bachelor's degree in financeGenerallyAbility to translate complex financialStrong project managementAbility to maintain confidentialityExperience with cloud cost managementExperience with TBMProficiency with Power BI
Required
Bachelor's degree in finance, accounting, business administration, economics, information systems, data analytics, or a related field, or an equivalent combination of education and experience
Generally, requires five to seven years' of progressively responsible experience in IT financial management, financial planning and analysis, technology business management, cloud financial management, technology portfolio management, or a closely related field
Demonstrated experience leading budgeting, forecasting, variance analysis, financial modeling, management reporting, and business-partnering activities for technology or another complex service organization
Strong understanding of technology cost structures, including software, cloud, infrastructure, labor, professional services, projects, vendors, and recurring services
Ability to translate complex financial, operational, and technical information into clear insights, recommendations, and executive-level communications
Advanced analytical skills with demonstrated ability to reconcile data from multiple sources, identify trends and anomalies, develop defensible assumptions, and maintain accurate financial models
Strong knowledge of performance measurement, including defining KPIs, establishing targets and ownership, analyzing results, and communicating performance against expectations
Strong relationship-management and facilitation skills, with the ability to collaborate across I&T, Finance, Accounting, Procurement, Accounts Payable, Legal, Risk, Internal Controls, business units, and external partners
Strong project management, planning, organizational, time management, and follow-up skills, with the ability to manage recurring financial cycles and multiple competing priorities
Advanced Microsoft Excel skills and strong proficiency with PowerPoint, Word, and data visualization or reporting tools
Ability to maintain confidentiality, exercise sound judgment, constructively challenge assumptions, and explain the reasoning supporting financial recommendations
Preferred
Master's degree in business administration, finance, accounting, information systems, or a related field
Experience establishing or maturing an ITFM, TBM, or FinOps practice
Experience with technology cost allocation, service costing, unit economics, total cost of ownership, showback or chargeback, investment prioritization, and benefits-realization analysis
Experience with cloud cost management, Azure cost and usage data, SaaS financial management, tagging governance, or consumption-based optimization
Experience with TBM, enterprise planning, portfolio management, ERP, procurement, cloud cost-management, or financial-reporting platforms
Proficiency with Power BI, SQL, data modeling, workflow automation, and integration of financial and operational data from multiple systems
Knowledge of financial institution operations, internal controls, technology risk, third-party management, and regulatory expectations
Relevant professional certification or training, such as Certified Technology Business Management Executive (CTBME), FinOps Certified Practitioner or Professional, CPA, CMA, CFA, FP&A, ITIL, COBIT, or PMP