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Financial/forecasting/Advanced Excel; CLT

Genesis10
life insurance, 401(k)
United States, North Carolina, Charlotte
Aug 20, 2025
Genesis10 is currently seeking an IT Business Analyst with our client in the financial industry located in Charlotte, NC. This is a 12+ month contract position.

Responsibilities:


  • Manage/oversee of one or more technology executives' allocations
  • Develop business partner relationships across all levels of the firm including Resource Managers, BFOs, FRAC, technology executives, etc.
  • Manage the tech exec's base and initiative allocations to ensure tech exec spend & recovery is accurate
  • Report on and mitigate monthly variance between forecasts and actuals, keeping variances to a minimum
  • Partner with project managers and resource managers within the tech exec's space to capture resource allocations and forecasts
  • Report on outcomes of financial forecasting activity
  • Provide inputs for weekly financial updates to tech exec on the financial health of their organization including resource allocations, contract setup and billing challenges, project funding expectations and burn
  • Leverage allocation reporting tools to track and manage project level resource allocations as input to project forecasting
  • Support the yearly planning process including project/initiative, Base, OCNI and TCOA
  • Track work efforts against team capacity and allocate in internal tools for one or more teams of varying sizes
  • Aggregate and analyze project estimates (and required funding) across the various parts of the organization to derive a comprehensive team view
  • Research funding or allocation gaps/discrepancies and assist in resolution
  • Partner with the program execution team to balance multiple service provider estimates across a project within project funding limits and greater portfolio funding limits
  • Identify options to mitigate any risk or opportunities that arise across the whole portfolio


Requirements:

  • Business centric mindset with the ability to utilize sound business judgment and tailor approaches to drive optimal business outcomes
  • Able to work with all levels of management including the ability to present/discuss with executive leadership, prioritize work and meet deadlines
  • Quick learner, organized, independently motivated and intellectually curious
  • Strong financial experience
  • Experience with forecasting and financial analysis to ensure proper resource allocation is maintained to support efforts within funding limits
  • Advanced Excel skills (to include pivot tables, sumifs & vlookups), general financial acumen, analytical skills, detail oriented
  • Ability to manage, structure, and consolidate multiple sources of data into intelligent reports and stories, and take appropriate actions to remedy outlier situations
  • Can operate assertively and independently in a fast-paced environment
  • Strong relationship, verbal and written communication, team building, and influencing skills
  • Highly organized and motivated self-starter and quick learner
  • Ability to manage multiple financial priorities simultaneously
  • Analytical experience ability to make sense of data from multiple sources and put into views for Executive consumption


Desired skills:

  • Splunk, Kafka, Dynatrace, Python
  • Finance / forecasting / allocations tools (TPAS, PMMT, GEP Smart, SAFE, eLedger)


Pay range: $43.56 - $51.56

Only candidates available and ready to work directly as Genesis10 employees will be considered for this position.

If you have the described qualifications and are interested in this exciting opportunity, please apply!

About Genesis10:


Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals.

For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10:

  • Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years.
  • The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years.
  • Access to an experienced, caring recruiting team (more than 7 years of experience, on average.)
  • Behavioral Health Platform
  • Medical, Dental, Vision
  • Health Savings Account
  • Voluntary Hospital Indemnity (Critical Illness & Accident)
  • Voluntary Term Life Insurance
  • 401K
  • Sick Pay (for applicable states/municipalities)
  • Commuter Benefits (Dallas, NYC, SF and Illinois)



For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website.

Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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