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associate director of management reporting, enterprise fp&a

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business analytics manager finance

Whoop

<div><div><p>At WHOOP, we're on a mission to unlock human performance. As we scale, the rigor and clarity of our financial planning processes are critical to how we allocate capital, set targets, and operate with discipline.</p><p><br>
We are hiring a Business Analytics Manager (Finance) to partner closely with FP&amp;A as a strategic thought partner in forecasting and planning. This role exists to strengthen the inputs, assumptions, and business logic that power our financial model - improving accuracy, transparency, and confidence across the organization.</p><p><br>
This role operates at the intersection of Finance, Growth, Marketing, and Analytics. It is ideal for a highly analytical and commercially minded operator who understands business drivers at a deep level and can navigate complex data models with confidence. This is a hands-on role for someone who has defended forecasts in high-stakes settings and is motivated to bring greater rigor and clarity to how the company plans and makes decisions.</p></div><div><div><h3 class="jobSectionHeader"><b>
RESPONSIBILITIES:</b></h3><div><div><div>
<h3 class="jobSectionHeader"><b>Forecasting Partnership &amp; Planning Rigor</b></h3>
<ul>
<li><p>Partner deeply with FP&amp;A on topline forecasting, ensuring assumptions are grounded in operational reality and core business drivers are clearly defined and measurable.</p>
</li>
<li><div>Strengthen the connection between underlying business performance (acquisition, retention, monetization) and company-level financial projections.</div>
</li>
<li><div>Improve the structure, consistency, and scalability of planning processes across budget, rolling forecast, and long-range planning.</div>
</li>
<li><div>Establish clear frameworks for pacing and variance analysis that increase organizational accountability and improve forecast precision over time.</div>
</li>
<li><p>Continuously refine modeling logic and data inputs to elevate signal quality and reduce noise in decision-making.</p>
</li>
</ul><h3 class="jobSectionHeader"><b>Business Strategy &amp; Tradeoff Evaluation</b></h3>
<ul>
<li><p>Translate complex business dynamics into structured, decision-oriented insights for senior leadership.</p>
</li>
<li><div>Partner with Growth and Marketing to ensure initiative-level forecasts align to company targets and reflect sound financial logic.</div>
</li>
<li><div>Build thoughtful business cases for incremental investments and initiatives, grounded in disciplined, data-driven tradeoff analysis.</div>
</li>
<li><p>Help leadership understand the financial implications of strategic decisions - balancing short-term performance with long-term value creation.</p>
</li>
</ul><h3 class="jobSectionHeader"><b>Data Systems &amp; Infrastructure</b></h3>
<ul>
<li><p>Design and institutionalize scalable planning frameworks that improve accuracy and reduce friction across teams.</p>
</li>
<li><div>Automate recurring analyses and pacing processes to improve speed, transparency, and consistency.</div>
</li>
<li><p>Improve clarity and governance around key business definitions, drivers, and performance metrics.</p>
</li>
</ul></div></div></div></div></div><div><div><h3 class="jobSectionHeader"><b>QUALIFICATIONS</b></h3><div><div><div>
<ul>
<li><p>6+ years of experience in Financial Analytics, Strategic Finance, Growth Analytics, or a similarly rigorous role within a subscription, DTC, or consumer technology business.</p>
</li>
<li><div>Strong financial modeling skills; comfortable building and refining driver-based forecasts that support executive planning.</div>
</li>
<li><div>Demonstrated ability to deeply understand business models and connect operational drivers to financial outcomes.</div>
</li>
<li><div>Direct experience owning or materially contributing to forecasts used for executive planning and accountability.</div>
</li>
<li><div>Strong track record building business cases and evaluating strategic tradeoffs using structured analytical frameworks.</div>
</li>
<li><div>High bar for analytical integrity and a bias toward accuracy over narrative.</div>
</li>
<li><div>Advanced SQL proficiency required; experience working with complex data models in Snowflake, dbt, or similar environments preferred.</div>
</li>
<li><div>Strong executive presence; able to defend assumptions and recommendations clearly and confidently.</div>
</li>
<li><div>Proven ability to align stakeholders with differing priorities around shared, data-driven conclusions.</div>
</li>
<li><p>Self-starter with a player-coach mentality - equally comfortable shaping strategy and diving deep into the underlying data and models.</p>
</li>
</ul></div></div></div></div></div><div><div><b>This role is based in the WHOOP office located in Boston, MA. The successful candidate must be prepared to relocate if necessary to work out of the Boston, MA office.</b></div>
<div></div>
<div>Interested in the role, but don&rsquo;t meet every qualification? We encourage you to still apply! At WHOOP, we believe there is much more to a candidate than what is written on paper, and we value character as much as experience. As we continue to build a diverse and inclusive environment, we encourage anyone who is interested in this role to apply.</div>
<div></div>
<div><i>WHOOP is an Equal Opportunity Employer and participates in E-verify to determine employment eligibility</i></div>
<div></div>
<div><i>The WHOOP compensation philosophy is designed to attract, motivate, and retain exceptional talent by offering competitive base salaries, meaningful equity, and consistent pay practices that reflect our mission and core values.</i></div>
<div></div>
<div><i>At WHOOP, we view total compensation as the combination of base salary, equity, and benefits, with equity serving as a key differentiator that aligns our employees with the long-term success of the company and allows every member of our corporate team to own part of WHOOP and share in the company&rsquo;s long-term growth and success.</i></div>
<div></div>
<div><i>The U.S. base salary range for this full-time position is $150,000 - $180,000. Salary ranges are determined by role, level, and location. Within each range, individual pay is based on factors such as job-related skills, experience, performance, and relevant education or training.</i></div>
<div></div>
<div><i>In addition to the base salary, the successful candidate will also receive benefits and a generous equity package.</i></div>
<div></div>
<div><i>These ranges may be modified in the future to reflect evolving market conditions and organizational needs. While most offers will typically fall toward the starting point of the range, total compensation will depend on the candidate&rsquo;s specific qualifications, expertise, and alignment with the role&rsquo;s requirements.</i></div></div></div><p></p>

Business Analytics Manager (Finance)

Dana-Farber Cancer Institute

<div><div><div><div>Job Ref:</div><div>
JR-2271</div></div><br>
<div><div>Location:</div><div>
450 Brookline Ave, BOSTON, MA 02215</div><br>
</div>
<div><div>Category:</div><div>
Operations</div></div><br>
<div><div>Employment Type:</div><div>
Full time</div></div><br>
<div><div>Work Location:</div><div>
Hybrid: 2-3 days onsite/week</div></div><br>
<div></div><div><div>Salary/Pay Rate:</div><div>
$81,600.00 - $92,300.00 per year</div>
</div></div><p><b>Overview</b></p>
<p></p><div><div>The Business Intelligence Analyst is responsible for delivering on multiple common tasks with minimal supervision during a Business Intelligence project on time and of high quality. Depending on the skills and career goals of the analyst, these tasks would include either business consulting and visualization, or technical data design and analysis, or both. The Business Intelligence Analyst is a quantitative analytics professional who specializes in delivering actionable insights and analytics to business users, leveraging an enterprise analytics framework, infrastructure, and operating modelRelevant business areas that could be supported by the analyst span across clinical and operational areas, including but not limited to clinical operations, nursing, quality and patient safety, finance, HR, supply chain, strategy, pharmacy, clinical disciplines, and informatics solutions areas.<p>
Located in Boston and the surrounding communities, Dana-Farber Cancer Institute is a leader in life changing breakthroughs in cancer research and patient care. We are united in our mission of conquering cancer, HIV/AIDS, and related diseases. We strive to create an inclusive, diverse, and equitable environment where we provide compassionate and comprehensive care to patients of all backgrounds, and design programs to promote public health particularly among high-risk and underserved populations. We conduct groundbreaking research that advances treatment, we educate tomorrow's physician/researchers, and we work with amazing partners, including other Harvard Medical School-affiliated hospitals.</p><br>
<ul><li>
Responsible for working on multiple (1-2) projects simultaneously ideally supporting a single business stakeholder</li><li>
Collaborate with manager to identify high level business need, develop project charter, and consult with the business to define scope</li><li>
Collaborate on business requirement gathering</li><li>
Identify data source(s) and develop technical data design requirements</li><li>
Develop viz wireframes and leverage BI tools to craft visualizations and dashboards</li><li>
Write SQL queries to develop data sources</li><li>
Collaborate with internal teams for QA</li><li>
Contribute to development of analytic assets that can be used institute wide</li></ul><p><b>
KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:</b></p><ul><li>
Proficient with SQL</li><li>
Proficient with BI tools e.g., Tableau</li><li>
Able to set appropriate expectations, discuss and present results in informal settings, share ideas accurately and communicate them effectively, both in writing and verbally with supervisory oversight</li><li>
Strong interpersonal skills with ability to effectively interact with all levels of staff</li><li>
Strong analytical, organizational, and time management skills</li><li>
Excellent attention to detail and accuracy</li><li>
Curious and motivated learner</li></ul><p><b>
MINIMUM JOB QUALIFICATIONS:</b></p><p>
The role requires a bachelor's degree in a STEM field, with either 1 year of relevant experience or a master's degree in a STEM field. Experience with Tableau and Clarity Data models is preferred. Tableau certification must be obtained within 6 months of hire.</p><p><b>
SUPERVISORY RESPONSIBILITIES: </b>None</p><p><b>
PATIENT CONTACT: </b>None</p><p>
At Dana-Farber Cancer Institute, we work every day to create an innovative, caring, and inclusive environment where every patient, family, and staff member feels they belong. As relentless as we are in our mission to reduce the burden of cancer for all, we are committed to having faculty and staff who offer multifaceted experiences. Cancer knows no boundaries and when it comes to hiring the most dedicated and compassionate professionals, neither do we. If working in this kind of organization inspires you, we encourage you to .</p><p>
Dana-Farber Cancer Institute is an equal opportunity employer and affirms the right of every qualified applicant to receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, national origin, sexual orientation, genetic information, disability, age, ancestry, military service, protected veteran status, or other characteristics protected by law.
</p><h3 class="jobSectionHeader"><b>EEO Poster</b></h3>
.<p>
Pay Transparency Statement</p><p>
The hiring range is based on market pay structures, with individual salaries determined by factors such as business needs, market conditions, internal equity, and based on the candidate&rsquo;s relevant experience, skills and qualifications.</p><p>
For union positions, the pay range is determined by the Collective Bargaining Agreement (CBA).</p>
$81,600.00 - $92,300.00</div></div></div><p></p>

Business Intelligence Analyst

Alexion Pharmaceuticals

<div><div><div>Location: Boston, United States
</div><div>Job reference: R-247686</div>
<div>Date posted: 03/12/2026</div>
</div><div><p>EMPLOYER: Alexion Pharmaceuticals, Inc.</p><p>
TITLE: Associate Director of Management Reporting, Enterprise FP&amp;A</p><p>
LOCATION: Boston, MA (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.)</p><p>
HOURS: Full-Time; Mon-Fri (40 hours/week)</p><p>
DUTIES: Lead the delivery of monthly, quarterly, and yearly management reporting. Support the Head of Enterprise Financial Planning &amp; Analysis (FP&amp;A) and Enabling Finance on delivery against targets, development of quarterly outturns, and full-year landing. Gather business insights and performance indicators that support explanations of present financial performance and future outlook. Evolve Alexion's management reporting framework. Develop frameworks and tools to deliver Alexion-specific reporting requirements in line with business needs and opportunities. Lead improvement of Alexion systems roadmap, focusing on aligning data structures for management reporting, streamlining processes, and developing reporting and analytics tools. Lead business requirements and roll out PowerBI in all dimensions associated with Management Reporting. Establish a platform of automated reports and dashboards. Initiate and drive improvement projects and support ad-hoc projects and critical initiatives promoted by senior management. Mentor and develop Global Financial Services team.</p><p>
REQUIREMENTS: Must have a Master&rsquo;s degree or foreign equivalent in Finance or a related field plus six (6) years of experience in the position offered, or as a Financial Analyst, Finance Manager, Finance Consultant, or a related position. Must have six (6) years of experience with all of the following: Producing monthly, quarterly, and yearly financial reports, including analysis and commentary of performance drivers versus plans and prior periods; Leading short-term financial planning process to ensure delivery of forecast at an enterprise level; Supporting financial planning development utilizing financial insights and models, including scenario analysis, price/volume analysis, Gross-to-Net analysis, volume forecast modeling, and sensitivity analysis; Performing accounting and FP&amp;A; Analyzing and evaluating company performance through variance analysis and insights and indication generation; Collaborating cross-functionally to support data integrity of Qlik and PowerBI management reports, ensuring data reconciles among Datalake and multiple sources; and Reconciling accounting records. Must include three (3) years of experience in the healthcare or pharmaceutical industry with: Analyzing and reporting company financial data relating to revenue and performance from commercial medical/pharma stakeholders, including hospitals, patients, and payers; Presenting financial updates to senior leadership/C-suite audience; and Leading a team of accounting and financial staff. Must be a Certified Public Accountant (CPA). 10% domestic and international travel is required to various and unanticipated company and client sites.</p><p>
The annual base salary (or hourly rate of compensation) for this position ranges from $182,147.90 to $226,927.00. However, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. In addition, our positions offer a short-term incentive bonus opportunity; eligibility to participate in our equity-based long-term incentive program (salaried roles) or to receive a retirement contribution (hourly roles). Benefits offered included a qualified retirement program [401(k) plan]; paid vacation and holidays; paid leaves; and, health benefits including medical, prescription drug, dental, and vision coverage in accordance with the terms and conditions of the applicable plans. Additional details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an &ldquo;at-will position&rdquo; and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.</p><p>
Click Apply to submit your application. No calls please. EOE.</p><p><b>
Date Posted</b></p>
12-Mar-2026<p><b>
Closing Date</b></p>
09-Jun-2026<p>
Our mission is to build an inclusive environment where equal employment opportunities are available to all applicants and employees. In furtherance of that mission, we welcome and consider applications from all qualified candidates, regardless of their protected characteristics. If you have a disability or special need that requires accommodation, please complete the corresponding section in the application form.</p></div></div><p></p>

Associate Director of Management Reporting, Enterprise FP&A

Verisk

<div><p>In this role, you will have an opportunity to participate in Verisk&rsquo;s Early Career Foundations Program (ECFP). Verisk &rsquo; s ECFP is the perfect place to launch your career. When you join Verisk in your first professional role, you &rsquo; ll join an ECFP cohort alongside other recent graduates working across our global businesses. In your first year, you &rsquo; ll embark on a unique developmental journey, gaining access to senior leaders through business insight sessions, networking opportunities to build community with your cohort, and professional development programming to enhance your soft skills. All of this is designed to fully integrate you into the Verisk community!
</p><p><b>Application Deadline </b>: March 23rd, 2026 @ 5pm ET
</p><p><b>About the Role
</b></p><p>The Catastrophe and Risk Solution team within Verisk is looking for an enthusiastic, passionate and ambitious Risk Analyst to join our Insurance-Linked Securities (ILS) team. The mission of our team is to be market leaders and innovators in the ILS industry, producing superior analytics and using Verisk&rsquo;s products to meet the needs of our clients.
</p><p>In this role, you will be working collaboratively with a high-performing ILS team to produce sophisticated reports for our (re)insurance, brokers, corporate and sovereign clients. You will have the opportunity to manage multiple projects concurrently, learn and enhance our current workflows, build relationships with our partners, and produce custom risk reports. On this team, you will undoubtedly gain a deeper understanding of catastrophe modeling, application of insurance and financial structures, and be a part of this dynamic and fast-growing ILS market.</p></div>
<br><div><div><ul><li><p>Perform sophisticated analyses using our cutting-edge models and technology, to support the placement of catastrophe bonds for insurance, reinsurance and corporate clients
</p></li><li><p>Create robust Risk Analysis Reports through customization of model output tailored to the specifics of a given catastrophe bond and client book
</p></li><li><p>Lead the analytics on multiple concurrent projects, collaborating closely with each project team to ensure a seamless client experience
</p></li><li><p>Help clients make important decisions around their catastrophe bond placement based on structural features and loss analytics
</p></li><li><p>Work with a high-powered team of driven professionals to enhance our core workflows, and execute at the highest level, to maintain Verisk&rsquo;s position as the leader in the ILS industry</p></li></ul></div></div>
<br><div><p><b>Knowledge, Skills and Abilities:
</b></p><ul><li>Ability to manage multiple projects in a fast-paced environment
</li><li>Quick learner, with proactive problem-solving skills
</li><li>Self-starter, ability to work independently to achieve goals
</li><li>Excellent communication skills, working with internal and external stakeholders
</li><li>Data analysis using Excel, SQL, R software, Python, or equivalent a plus
</li>Prior experience in finance, statistics, insurance, mathematics, or economics a plus<br>
<li>
</li></ul><p></p><p><b>Requirements:
</b></p><ul><li>Graduating in May 2026
</li>Bachelor&rsquo;s Degree (major or minor) in a quantitative field such as economics, mathematics, finance, data science, actuarial science or atmospheric sciences<br>
<li>
</li></ul><p></p><p>#LI-JC
</p><p>#LI-Hybrid</p></div>
<br><p></p><div><p>For over 50 years, Verisk has been the leading data analytics and technology partner to the global insurance industry by delivering value to our clients through expertise and scale. We empower communities and businesses to make better decisions on risk, faster.
</p><p>At Verisk, you'll have the chance to use your voice and build a rewarding career that's as unique as you are, with work flexibility and the support, coaching, and training you need to succeed.
</p><p>For the eighth consecutive year, Verisk is proudly recognized as a Great Place to Work&reg; for outstanding workplace culture in the US, fourth consecutive year in the UK, Spain, and India, and second consecutive year in Poland. We value learning, caring and results and make inclusivity and diversity a top priority. In addition to our Great Place to Work&reg; Certification, we&rsquo;ve been recognized by The Wall Street Journal as one of the Best-Managed Companies and by Forbes as a World&rsquo;s Best Employer and Best Employer for Women, testaments to the value we place on workplace culture.
</p><p>We&rsquo;re 7,000 people strong. We relentlessly and ethically pursue innovation. And we are looking for people like you to help us translate big data into big ideas. Join us and create an exceptional experience for yourself and a better tomorrow for future generations.
 </p><p><b>Verisk Businesses
</b></p><p>Underwriting Solutions &mdash; provides underwriting and rating solutions for auto and property, general liability, and excess and surplus to assess and price risk with speed and precision
</p><p>Claims Solutions &mdash; supports end-to-end claims handling with analytic and automation tools that streamline workflow, improve claims management, and support better customer experiences
</p><p>Property Estimating Solutions &mdash; offers property estimation software and tools for professionals in estimating all phases of building and repair to make day-to-day workflows the most efficient
</p><p>Specialty Business Solutions &mdash; provides an integrated suite of software for full end-to-end management of insurance and reinsurance business, helping companies manage their businesses through efficiency, flexibility, and data governance
</p><p>Catastrophe and Risk Solutions &mdash; provides risk modeling solutions to help individuals, businesses, and society become more resilient to catastrophic events.
</p><p>Marketing Solutions &mdash; delivers data and insights to improve the reach, timing,relevance, and compliance of every consumer engagement
</p><p>Life Insurance Solutions &ndash; offers end-to-end, data insight-driven core capabilities for carriers, distribution, and direct customers across the entire policy lifecycle of life and annuities for both individual and group.
</p><p>Verisk Maplecroft &mdash; provides intelligence on sustainability, resilience, and ESG, helping people, business, and societies become stronger
</p><p>Verisk Analytics is an equal opportunity employer.
</p><p>Verisk invests in a benefits package for all employees that includes the following: Health Insurance, a Retirement Plan, Disability benefits, and a Paid Time Off program. We offer a competitive total rewards package that includes base salary determined based on role, experience, skill set, and location.
</p><p>All members of the Verisk Analytics family of companies are equal opportunity employers. We consider all qualified applicants for employment without regard to race, religion, color, national origin, citizenship, sex, gender identity and/or expression, sexual orientation, veteran's status, age or disability. Verisk&rsquo;s minimum hiring age is 18 except in countries with a higher age limit subject to applicable law.
</p><p>https://www.verisk.com/company/careers/
</p><p>Unsolicited resumes sent to Verisk, including unsolicited resumes sent to a Verisk business mailing address, fax machine or email address, or directly to Verisk employees, will be considered Verisk property. Verisk will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume.</p></div><p></p>

Risk Analyst (ILS) | 2026 Early Career Foundations Program

Uber

<div><b>About the Role</b>
<br>
<br>
Uber Advertising is looking for a data-driven strategist to join our Strategy &amp; Planning team. In this role, you will develop scalable data systems, define data standards, and build tools that power decision-making across the advertising organization. You will partner with cross-functional teams - from sales and operations to product and finance - to ensure our monthly and quarterly business reviews are grounded in accurate, accessible, and actionable data, and to deliver the insights and infrastructure that support the long-term growth and evolution of Uber's advertising business.
<br>
<br>
This role is ideal for someone who thrives at the intersection of analytics, business strategy, and data engineering, and who can translate complex datasets into impactful business insights and scalable solutions.
<br>
<br>
<b>What You'll Do:
</b><ul><li><b>Design and Build Data Products:</b> Create and maintain dashboards, reports, and analytical tools that support monthly and quarterly business reviews (MBRs/QBRs) as well as other critical operational workflows
</li><li><b>Drive Data Governance &amp; Standards:</b> Establish and enforce data definitions, KPIs, and governance practices to ensure accuracy, consistency, and trust across the ad org
</li><li><b>Scale Data Infrastructure:</b> Partner with engineering and analytics teams to design systems that enable efficient data ingestion, transformation, and accessibility for the business
</li><li><b>Enhance Data Fluency:</b> Develop frameworks, documentation, and training to increase data literacy across the advertising organization
</li><li><b>Enable Strategic Planning:</b> Collaborate with strategy leaders to align data insights with business goals, investment decisions, and go-to-market strategies
</li><li><b>Automate and Streamline:</b> Identify and execute on opportunities to automate reporting and analysis workflows, freeing teams to focus on strategic decision-making
</li></ul><b>Basic Qualifications:
</b><ul><li>6+ years of experience in analytics, data product management, or business strategy, ideally in a high-growth technology or advertising environment
</li><li>Proficiency in SQL and at least one data visualization tool (Looker, Tableau, Power BI, etc.)
</li><li>Experience with data modeling, ETL processes, and cloud-based data warehouses (e.g., BigQuery, Snowflake)
</li><li>Strong understanding of business KPIs and ability to translate business needs into technical requirements
</li><li>Strong project management skills with the ability to manage multiple priorities
</li><li>Bachelor's degree in Business, Data Science, Statistics, Economics, Computer Science, or a related field (or equivalent work experience)
</li></ul><b>Preferred Qualifications:
</b><ul><li>Experience in advertising technology, media, or marketplace businesses
</li><li>Track record of building scalable, self-service data systems for non-technical stakeholders
</li>Excellent communication skills and the ability to influence cross-functional partners<br>
<li>
</li></ul><br>
<br>
For Boston, MA-based roles: The base salary range for this role is USD$146,000 per year - USD$162,000 per year. For Chicago, IL-based roles: The base salary range for this role is USD$146,000 per year - USD$162,000 per year. For New York, NY-based roles: The base salary range for this role is USD$162,000 per year - USD$180,000 per year. For San Francisco, CA-based roles: The base salary range for this role is USD$162,000 per year - USD$180,000 per year. For all US locations, you will be eligible to participate in Uber's bonus program, and may be offered an equity award &amp; other types of comp. All full-time employees are eligible to participate in a 401(k) plan. You will also be eligible for various benefits. More details can be found at the following link https://jobs.uber.com/en/benefits.</div>

Manager, Strategy & Planning

ARNOLD & PORTER LLP

<div><p>The Finance &amp; Accounting Department of Arnold &amp; Porter is seeking a Director of Finance &amp; Accounting Systems to provide strategic leadership for the firm&rsquo;s financial systems, applications, and technology-driven transformation initiatives. This role may be based in Boston, Chicago, Houston, New York, or Washington, DC, or performed 100% remote within a firm-approved U.S. state working East Coast or Central hours as part of the &ldquo;Gideon&rdquo; office.</p>
<p>
The Director will serve as the strategic leader responsible for the architecture, governance, and continuous improvement of the firm&rsquo;s finance and accounting technology ecosystem. This role drives system modernization, process optimization, automation, and data integrity across financial platforms while ensuring strong internal controls and compliance standards.</p>
<p>
Working closely with Finance &amp; Accounting leadership, IT partners, and cross-functional stakeholders, the Director will lead a portfolio of transformation initiatives, manage a team of systems professionals, and deliver scalable solutions that support the firm&rsquo;s operational and strategic priorities.</p>
<p>
Key Responsibilities</p>
<ul>
<li>Serve as a strategic advisor to the Chief Financial Officer and Finance &amp; Accounting leadership, driving modernization of financial systems, reporting, and technology capabilities aligned with firm priorities and industry best practices.</li>
<li>Lead the department&rsquo;s systems transformation strategy, including roadmap development, prioritization of initiatives, and disciplined execution of technology programs.</li>
<li>Develop and manage project plans, timelines, milestones, and OKRs to ensure finance technology initiatives are delivered on time and within budget.</li>
<li>Maintain documentation and governance artifacts such as process maps, requirements documentation, functional designs, and testing plans to support accountability and audit readiness.</li>
<li>Oversee the firm&rsquo;s core Finance &amp; Accounting systems and platforms, ensuring operational reliability, data integrity, internal controls compliance, and alignment with cybersecurity standards.</li>
<li>Act as the primary liaison between Finance &amp; Accounting, IT, and external vendors, coordinating system enhancements, upgrades, issue resolution, and operational support.</li>
<li>Evaluate and implement automation, AI, and emerging technologies to improve efficiency, accuracy, compliance, and user experience across finance operations.</li>
<li>Manage the department&rsquo;s technology-related budget, including vendor contracts, cost management, and resource allocation to maximize value for the firm.</li>
<li>Define and monitor operational performance and adoption metrics, using data insights to drive continuous improvement and prioritize initiatives.</li>
<li>Lead training programs and change management efforts to support successful implementation and adoption of finance systems across the department and the broader firm.</li>
<li>Provide leadership to a distributed team of systems and technology professionals, fostering collaboration and high performance in hybrid and remote work environments.</li>
<li>Travel occasionally as needed to support firm initiatives and departmental priorities.</li>
</ul>
<p>Qualifications</p>
<ul>
<li>Bachelor&rsquo;s degree required; Information Technology, Accounting, or Finance concentration preferred.</li>
<li>10+ years of experience in systems implementation, business analysis, project management, process improvement, or product ownership supporting finance or accounting operations.
</li><li>Experience within a law firm or professional services environment strongly preferred.</li>
<li>Demonstrated ability to translate business requirements into technical solutions and lead initiatives from concept through implementation.</li>
<li>Strong knowledge of financial and ERP systems, including experience with Aderant Expert or similar professional services platforms.</li>
<li>Experience with data analytics, business intelligence, and reporting tools used for governance, metrics tracking, and decision support.</li>
<li>Advanced technical proficiency including relational database design, T-SQL, Excel formulas, Power Query, and Python.</li>
<li>Familiarity with BI and cube reporting tools such as Microsoft Power BI, Tableau, Litera Foundation Finance / BigSquare, Microsoft Analysis Services, or comparable platforms.</li>
<li>Experience with budgeting and forecasting platforms such as BigHand Intellistat or similar systems.</li>
<li>Proficiency with Windows operating systems, Microsoft Office, and collaboration and project management tools such as MS Project and SharePoint.</li>
<li>Knowledge of data governance frameworks, internal controls, and cybersecurity best practices relevant to financial systems.</li>
<li>Strong communication skills with the ability to explain complex technical concepts to non-technical stakeholders and influence senior leadership.</li>
<li>Strategic thinker with strong judgment, attention to detail, and the ability to manage multiple initiatives simultaneously while maintaining the highest level of professionalism and confidentiality.</li>
<li>Proven leadership and change management experience, including guiding teams through organizational transformation and mentoring team members.</li>
<li>Strong financial acumen and experience working with financial data, budgets, and reporting in professional services environments.</li>
<li>Demonstrated expertise in vendor and contract management, including negotiating and managing third-party relationships.</li>
<li>PMP certification or equivalent project management credential preferred.</li>
</ul>
<p>#FinanceSystems #LegalTech #ERP #FinanceTransformation #Leadership</p>
<p>
The anticipated base salary for this position is $235,000 to $265,000. The actual base salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job.</p><br>
<p></p>
<p>
The firm may provide a discretionary bonus annually.</p>
<p>
#LI-HYBRID</p></div>

Director of Finance & Accounting Systems

Citizens

<div><p><b>Description</b></p><p>
Entry‑level analyst to support National Sales through hands‑on data work, reporting, and technical data preparation. This role reports directly to a senior business leader and is designed for someone early in their career who is interested in analytics and banking, and who understands that high‑quality analysis starts with accurate, well‑structured data.</p><p></p><p><br>
The role is execution‑heavy by design. The analyst will spend most of their time working directly in the data: reconciling numbers, validating system outputs, building extracts and workflows, and following up on discrepancies across teams. Over time, and with guidance, the role will grow into more analytical and interpretive work.</p><p>
Core responsibilities:</p><ul><li>
Data integrity and reconciliation<ul><li>
Reconcile sales, revenue, and fee data across internal systems</li><li>
Investigate discrepancies and exceptions rather than passing them through</li><li>
Follow up with partners in Finance, Product, Relationship Management, and Project Management to resolve data issues</li><li>
Ensure clients, entities, and relationships are represented consistently and accurately across datasets</li></ul></li><li>
Data preparation and technical execution<ul><li>
Build and maintain data extracts for reporting and analysis</li><li>
Develop and maintain data workflows and automation, including Alteryx where applicable</li><li>
Structure raw data so it can be reliably used for downstream reporting and analysis</li><li>
Document logic, assumptions, and transformations clearly</li></ul></li><li>
Reporting and support<ul><li>
Produce recurring and ad hoc reports for National Sales leadership</li><li>
Support preparation of management materials using Excel and PowerPoint</li><li>
Respond to data questions by tracing numbers back to source, not just re‑running reports</li></ul></li><li>
Learning and progression<ul><li>
Develop familiarity with banking data, sales structures, and performance metrics</li><li>
Learn internal systems and data sources with support and coaching</li><li>
Gradually take on more analytical responsibility, including identifying patterns, anomalies, and trends</li><li>
Build judgment around when results &ldquo;look wrong&rdquo; and raise questions</li></ul></li></ul><p></p><p><br>
Required qualifications:</p><ul><li>
A minimum of 2-5 years operations management, finance and/or accounting experience with a bank or commercial finance company</li><li>
Bachelor&rsquo;s degree or equivalent experience in an analytical, technical, or business‑related field</li><li>
Strong Excel skills and comfort working with large datasets</li><li>
Working knowledge of SQL and/or Python, academic or professional</li><li>
Strong attention to detail and a mindset oriented toward data accuracy</li><li>
Willingness to learn new tools, systems, and concepts quickly</li><li>
Clear interest in analytics and how data supports business decisions</li></ul><p></p><p><br>
Preferred qualifications:</p><ul><li>
Exposure to workflow automation or ETL‑style work</li><li>
Familiarity with Tableau or other BI tools</li><li>
Experience with Alteryx or similar tools (nice to have, not required)</li><li>
Interest in financial services or commercial banking</li></ul><div></div><div><p><b><br>
Hours &amp; Work Schedule</b></p><ul><li>
Hours per Week: 40</li></ul><p></p><div><b><br>
Pay</b><b> </b><b>Trans</b><b>parency</b></div><div>
The salary range for this position is $85,000 - $105,000 per year/per hour (select one), plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.</div><div>
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens&rsquo; paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits .</div></div>
<p><i>Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.</i></p>
<p><b>
Equal Employment Opportunity</b></p><p>
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague&rsquo;s or a dependent&rsquo;s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.</p><p></p><b>
Why Work for Us</b><p></p>
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth<p></p>
<p><i>Background Check</i></p>
<p><i>Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.</i></p></div>

Analyst, Sales Data and Reporting

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