Senior Financial Planning Analyst

Job Description

We are seeking a detail-oriented and strategic Senior Financial Analyst to support the Information Technology department within our organization. This role will serve as a critical business partner to IT leadership, focusing on financial planning, budgeting, operational efficiency, and performance analysis to enable data-driven decision-making. The ideal candidate has strong experience in Oracle ERP/EPB and Excel combined with analytical and communication skills to drive continuous improvement in IT cost structures.

 

This is a hybrid role working partially in-office (Lincoln, NE) and partially from home.

What you do:

 

Financial Planning & Analysis (FP&A):

• Partner with IT leadership to develop annual budgets, forecasts, and multi-year financial plans aligned with strategic objectives.
• Perform monthly variance analysis of actuals vs. budget/forecast; identify drivers and recommend corrective actions.
• Monitor and track IT spend, including capital expenditures (CapEx), operational expenditures (OpEx), and project-related costs.
• Analyze financial impact of IT initiatives and including system implementations with a heavy emphasis on software expenditures.

Operational Finance & Support:

• Support IT leadership and managers including purchase order tracking, invoice validation, accruals, and spend analysis.
• Coordinate with procurement and accounts payable teams to ensure timely processing and reconciliation of IT-related expenses.
• Support total cost of ownership (TCO) and return on investment (ROI) modeling for IT projects.
• Maintain accurate financial records and documentation in accordance with internal controls and audit requirements.

Reporting & Insights:

• Prepare and deliver regular financial reports and dashboards for IT and Finance leadership.
• Provide actionable insights and recommendations to improve IT cost efficiency and optimize resource allocation.
• Support financial models to related to strategic initiatives, including cloud cost modeling and outsourcing scenarios.

 

What you bring:

• Bachelor’s degree in finance, accounting, business, or a related field required.
• CPA, CFA, or MBA is a plus but not required.
• 1-3 years of experience in FP&A, financial operations, or business finance required.
• Experience within an insurance or financial services organization desired, but not required.
• Experience supporting IT or technology functions strongly preferred, including solid understanding of IT cost drivers, CapEx/OpEx, cloud usage and spend, and project-based financial planning.
• Strong financial modeling, forecasting, and analytical skills required.
• Strong Excel skills; familiarity with data analysis and visualization best practices.
• Hands-on experience with Oracle Financials (Hyperion SmartView), Oracle ERP & EPB, or similar financial systems desired.
• Proficiency in Power BI, including data modeling, dashboard creation, and report automation desired.
• Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams required.
• Strong attention to detail, problem-solving ability, and a continuous improvement mindset required.

What we offer:

A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you’ll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don’t:

Ameritas Benefits
For your money:
• 401(k) Retirement Plan with company match and quarterly contribution.
• Tuition Reimbursement and Assistance.
• Incentive Program Bonuses.
• Competitive Pay.

For your time:
• Flexible Hybrid work.
• Thrive Days - Personal time off.
• Paid time off (PTO).

For your health and well-being:
• Health Benefits: Medical, Dental, Vision.