IT Financial Analyst - Customized Services Administrators, Inc.
San Diego, CA 92123
About the Job
Why work with us?
The North American branch of Generali Global Assistance offers a diverse and inclusive work environment while employees work towards making real difference in the lives of our clients. As an Organization, we pride ourselves with offering white glove service while being mindful of corporate responsibility and our environmental footprint.
Employees enjoy a plethora of benefits to include:
- A diverse, inclusive, professional work environment
- Flexible work schedules
- Company match on 401(k)
- Competitive Paid Time Off policy
- Generous Employer contribution for health, dental and vision insurance
- Company paid short term and long term disability insurance
- Paid Maternity and Paternity Leave
- Tuition reimbursement
- Company paid life insurance
- Employee Assistance program
- Wellness programs
- Fun employee and company events
- Discounts on travel insurance
Salary Range: $105,000.00 - $125,000.00
Who are we?
Generali Global Assistance is proudly part of the Europ Assistance Group brand and our products utilize a number of corporate and product brands. The brands for our North American team include the following:
- CSA: US travel insurance brand for retail and lodging partners. Learn more here.
- Generali Global Assistance (GGA): The primary Corporate brand in the United States for our travel insurance, travel assistance, identity, and cyber protection, and beneficiary companion products. Learn more here.
- GMMI: the industry standard for global medical cost containment and medical risk management solutions. Learn more here.
- Iris, Powered by Generali: identity and digital protection solution. Learn more here.
- Trip Mate: US travel insurance brand for tour operator, cruise and airline partners. Learn more here.
What you’ll be doing.
Job Summary:
The IT Financial Analyst will support and provide financial reporting, planning and analysis to Information Technology department. The IT Financial Analyst collaborates closely with FP&A and IT leadership for strategic planning and prioritization of Generali Global Assistance (GGA) enterprise technology investments, helping to ensure investments are aligned with our most important strategic priorities. This position reports directly to the VP, IT Governance and PPM
Principal Duties and Responsibilities:
-
Financial analysis, modeling, and reporting required to aid the IT leadership team in the decision making of IT spend, adherence to the timely submission of financial reporting requests, and the timely reporting of irregularities.?
-
Facilitate the IT delivery estimation, general IT budgetary processes, and the IT business case for projects to ensure there are robust controls, consistency, and completeness in the creation of all IT financial artifacts.?
-
Provide variance analysis comparing enterprise-wide technology spend versus plan, forecast, and historical data.?
-
Maintains ownership of the central IT cost model and ensure its accuracy to the financial budget, actuals, and forecast.?
-
Partners with FP&A to continue to mature IT financial model and reporting, focused on standardization, leveraging tools and bringing in efficiencies.
-
Ensure the technology budget and forecast aligns with business priorities through routine analysis and revision.?
-
Administer service costing and chargeback/show back to manage technology costs.?
-
Seek innovative alternatives and objectively challenges current methodologies by presenting new or creative solutions in driving process and data improvements.?
-
Create and analyze recurring and ad-hoc reports and models for the purpose of data driven decision-making.?
-
Perform and coordinate project-based financial analysis and modeling to support reporting of the operation and capital spending, including assisting in business case preparation and submission for financial investment.?
-
Create insightful and actionable financial analyses to explain and act upon significant business initiatives and realize joint business and IT cost savings.?
-
Establishes and maintains accounting controls in adherence to Generally Accepted Accounting Principles (GAAP).?
-
Ensures compliance with all applicable laws and regulations.?
-
Maintains financial security by following internal controls.
Required / Desired Knowledge, Experiences and Skills:
Requirements:
-
Must be authorized to work in the US for any employer?
-
Strong interpersonal and communication skills and ability to operate in a team environment.?
-
Strong knowledge and/or experience with modern finance, technology, and/or business topics.?
-
Strong Project management skills, ability to prioritize and multi-task effectively.?
-
Advanced skills in Microsoft PowerPoint and Excel.?
-
Experience interacting with business leaders across the organization.?
-
Knowledge of accounting principles and practices, analysis and reporting of financial data.?
-
Knowledge of business and mgmt. Principles involved in strategic planning and resource allocation.?
-
Judgement and decision-making skills; considering relative costs, benefits of potential actions.?
-
Ability to present monthly financials to executive staff across organization?
-
Ability to multi-task across multiple projects?
-
Ability to thrive in a rapidly changing, dynamic environment.?
-
Ability to lead and motivate cross functional teams to find solutions to complex issues.?
-
Attention to detail is a must?
-
Experience with Microsoft Power BI and Access.?
-
Ability to communicate complex concepts in an understandable form (oral or written) to non-finance users to understand the appropriate use and limitations that the information provides.?
-
Ability to extract and analyze information and develop solutions to complex problems.?
-
5+ years of experience in finance, accounting, or relevant experience?
-
2+ years of experience working in or with information technology
Education/Certifications:
Requirements:
-
High School Diploma or Equivalent (GED) required.
-
Bachelor's Degree in Business Administration, Accounting, Finance or related field required
Where you’ll be doing it.
This is a hybrid role based out of our San Diego, CA office. As a hybrid role, you will be working onsite 2 days a week and working from home 3 days a week.
Apply today to begin your next chapter.
Don’t meet every single requirement? At Generali Global Assistance, we are dedicated to building a diverse, inclusive and enriching workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
California Residents - Privacy Notice for California Residents Seeking Employment with Generali Global Assistance is available here: https://us.generaliglobalassistance.com/privacy-notice-for-california-residents-seeking-employment/
The Company is committed to providing equal employment opportunity in all our employment programs and decisions. Discrimination in employment on the basis of any classification protected under federal, state, or local law is a violation of our policy. Equal employment opportunity is provided to all employees and applicants for employment without regard age, race, color, religion, creed, sex, gender identity, gender expression, transgender status, pregnancy, childbirth, medical conditions related to pregnancy or childbirth, sexual orientation, national origin, ancestry, ethnicity, citizenship, genetic information, marital status, military status, HIV/AIDS status, mental or physical disability, use of a guide or support animal because of blindness, deafness, or physical handicap, or any other legally protected basis under applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including, but not limited to, recruitment and hiring, classification, placement, promotion, termination, reductions in force, recall, transfer, leaves of absences, compensation, and training. Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of Human Resources. The Company will not allow any form of retaliation against individuals who raise issues of equal employment opportunity. All Company employees are responsible for complying with the Company’s Equal Opportunity Policy. Every employee is to treat all other employees equally and fairly. Violations of this policy may subject an employee to disciplinary action, up to and including termination of employment.