[Remote] Technology Financial Management Analyst (Apptio)
Note: The job is a remote job and is open to candidates in USA. EBSCO Information Services is a leader in providing optimized research experiences and is seeking a Technology Financial Management Analyst with expertise in Apptio. This role involves the administration and optimization of Apptio Planning and Costing, ensuring accurate cost transparency and delivering financial insights to support strategic decision-making.
Responsibilities
- Serve as primary administrator for Apptio Planning and Costing
- Manage system access & entitlements
- Design and maintain TBM models within TBM Studio, including cost pools, allocations, and cost object mappings
- Configure and maintain plans, cost models, allocations, and planning structures
- Ensure system integrity, data accuracy, and alignment with financial policies
- Manage system updates, enhancements, and vendor coordination
- Drive continuous optimization of the Apptio environment
- Lead configuration and administration of annual planning and forecast cycles within Apptio Planning
- Partner with Finance and Technology teams during budget & forecast build to ensure product fully supports processes
- Improve automation and reduce manual processes in planning workflows
- Support scenario modeling and multi-year financial analysis
- Support the maintenance and enhancement of technology cost allocation models
- Ensure alignment between financial data sources (GL, HR, vendor data) and Apptio
- Validate data accuracy and resolve discrepancies
- Support service costing, unit economics, and cost driver analysis
- Integrate and validate data from multiple sources (ERP, cloud, HR systems)
- Develop and automate recurring financial reports and dashboards
- Deliver standardized reporting packages for: Executive leadership, Technology leadership, Department managers
- Improve reporting efficiency and data accessibility
- Establish scalable reporting frameworks that reduce manual spreadsheet dependency
Skills
- 5+ years experience in Technology Financial Mgmt
- 3+ years experience administering or configuring Apptio (Planning and/or Costing strongly preferred)
- Hands-on TBM Studio expertise - Designing and maintaining TBM models in TBM Studio
- Strong understanding of Technology Financial Management principles
- Experience with financial planning, budgeting, and forecasting
- Intermediate to advanced financial modeling skills
- Strong analytical and problem-solving skills
- Experience w/ cost transparency, unit cost modeling, supporting budgeting / forecasting, cost allocation strategies, showback/chargeback
- Familiarity with cost allocation methodologies and service-based costing
- Integrating data from ERP systems (SAP, etc.), HR Systems, Budget Mgmt. Systems (ex. BOARD), Cloud Providers (AWS, Azure, etc..)
- Ability to automate reporting and manage large data sets - Building Apptio BI reports and dashboards
- Experience in IT Finance, FP&A, or Technology Business Management (TBM)
- Knowledge of external reporting tools (Power BI, Tableau, etc.)
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