The Technical and Financial Business Analyst is responsible for critically evaluating complex project and program management financial information across the technology M&A program, providing insights and recommendations to the Technology M&A Director, Project Managers, and Financial Planning Partner.
The ideal candidate for this role is highly competent in data mining, data analysis, and quality assurance/quality control, and has a passion for working with numbers.
RESPONSIBILITIES Drive adoption of the financial and integration governance model and processes across all phases of the M&A project.
Spearhead the development of cost and work estimates for new acquisitions, mergers, and divestitures, collecting and validating estimates from various groups within a large technical team.
Develop and present work estimate summaries with a goal of identifying gaps and delivering high-confidence estimates.
Continuously improve how monthly financial forecasting and budget comparison is conducted, ensuring that guidelines are followed.
Derive key takeaways and action items from the forecast/budgeting exercise results.
Collaborate with M&A leadership to identify areas where historical data is needed to better estimate current and future work (scope, resourcing, costs).
Develop plan/framework to collect, validate, and evangelise historical data.
Monitor and control reporting of high impact technology program risks, ensuring project owners have appropriate response plans in place.
Establish and manage data/financial reviews at appropriate points across the technology program, providing evaluations of program progress and key performance indicators.
Gather and review data and information from across the technology program to evidence that the information is valid and provides assurance that programs outcomes will be met.
Establish and maintain governance processes for the performance review of portfolios, defining clear roles, responsibilities, and accountabilities, including the inputs and outputs required to align with organizational practices.
Partner with leaders and SMEs across M&A to identify and resolve data inaccuracies across the aggregated project portfolio.
Consolidate and document management information "report packs" with fundamental components of the technology program performance data such as budget, schedule, risks, opportunities, and issues.
Continuously learn and researches new techniques and methodologies to save time and improve quality.
Requirements 5+ years of experience in a Technical Business Analyst role, partially or wholly focused on project/program financials.
BS/BA degree or experience in a related field, or equivalent combination of education and experience.
Collaboration with a portfolio/program office.
Understanding of project management tools and methodologies.
Understanding of cost, forecasting, and budget/risk management.
Experience developing and maintaining management information reports as well as executive summary reports.
Ability to effectively collaborate and influence people and teams to gather information and remediate issues.
Experience performing data analysis and business process analysis Experience with Microsoft Office Suite, specifically Excel, Teams, and PowerPoint.
Experience with a project related tools such as Planview, MS Project, Smartsheet or advanced Excel.
Risk and opportunity management Budget and financial management including cost-benefit analysis Technical discovery and due diligence Technical reporting Stakeholder engagement Consolidated planning Change management Benefits Hybrid (2 days working at Ultra park II Lagunilla, Heredia and 3 days WFH) Private Medical Insurance Asociacion Solidarista Life Insurance Personal Day Off
