Financial Planning and Analysis Manager

Reporting & Budgeting Manager – Technology

Chicago, IL

Hybrid

Our client is a leading global professional services organization with a significant international presence and a highly sophisticated Technology organization supporting a complex, global business.

The Reporting & Budgeting Manager – Technology will be responsible for leading financial planning, budgeting, forecasting, reporting, and financial performance management for the Technology organization. This individual will partner closely with Technology leadership and cross-functional teams to support strategic decision-making, resource allocation, and cost management.

Things to Get Excited About

• Annual merit bonus and salary increase opportunity.
• Generous paid time off and paid holidays.
• Employer-funded retirement benefit in addition to a 401(k) plan.
• Pre-tax commuter benefits for transit and parking.
• Opportunity to work in a highly visible role partnering directly with Technology leadership.

Duties & Responsibilities

• Lead the annual budgeting, forecasting, and long-range planning processes for the Technology organization, ensuring alignment with strategic priorities and business objectives.
• Manage the financial performance of the Technology portfolio, including infrastructure, cloud services, cybersecurity, enterprise applications, and strategic technology initiatives.
• Partner with Technology leadership to evaluate investments, develop business cases, assess financial risks, and provide recommendations that support technology strategy and resource allocation.
• Monitor technology spending against budget and forecast, perform variance analysis, and deliver meaningful financial reporting, dashboards, and presentations to Technology leadership and senior management.
• Collaborate with Procurement, Vendor Management, and Technology teams to evaluate vendor contracts, monitor technology expenditures, and support cost optimization initiatives.
• Establish and maintain financial controls, governance processes, and reporting standards that ensure financial integrity, accountability, and effective stewardship of organizational resources.
• Drive continuous improvement initiatives that enhance financial processes, reporting capabilities, data quality, and operational efficiency across Finance and Technology functions.
• Manage, mentor, and develop professional staff through coaching, performance management, training, and career development initiatives.

Education & Experience

Required:

• Bachelor’s degree in Finance, Accounting, or a related field.
• Minimum of 6 years of relevant accounting or finance experience.
• Demonstrated technical and analytical skills.
• Strong understanding of IT cost drivers, including infrastructure, cloud-based services, software licensing, labor, and project-based investments.

Preferred:

• CPA.
• Professional services industry experience.
• Experience presenting financial information to leadership.

Other Skills & Abilities

• Excellent organizational skills.
• Strong attention to detail.
• Good judgment and interpersonal communication skills.
• Well-developed analytical and problem-solving skills.
• Ability to work effectively and collaboratively as part of a team.
• Self-starter with a strong sense of ownership and commitment.
• Ability to exercise confidentiality and discretion.

Tagged as: Data Analysis, Financial Modeling, Forecasting